V-Mart, Marico, Vedant Fashions among retail names reporting Q2 FY25 results
October 29 earnings slate spans retail and consumer players including V-Mart Retail, Marico and Vedant Fashions, alongside conglomerates Reliance and Adani. RIL posted profit of Rs 16,563 crore, down 4.8% YoY, on revenue of Rs 2,35,481 crore.
What happened
Q2 FY25 earnings slate for October 29, 2024, spanning multiple retail/consumer names including V-Mart Retail, Marico, Vedant Fashions, plus conglomerates
Key facts
- RIL profit Rs 16,563 crore (-4.8% YoY)
- RIL revenue Rs 2,35,481 crore
- Honeywell Automation profit Rs 115.10 crore (-5.6%)
Why this matters
The clustered Oct 29 reporting of V-Mart, Marico, Vedant Fashions and conglomerates offers a rare synchronized read on retail-consumer health useful for benchmarking valuations and identifying acquisition or partnership targets.
What to watch
- Reliance Retail revenue growth vs prior quarter
- Marico management commentary on rural recovery and input costs
- Vedant Fashions wedding-season demand guidance
- V-Mart store-addition pace and gross margin
- Aggregate discretionary vs staples volume commentary across the slate
- Parse RIL segment splits to isolate Reliance Retail same-store sales and margin trajectory
- Compare Marico volume growth against V-Mart footfall and Vedant SSSG to gauge staples-vs-discretionary spread
- Watch sell-side revisions to FY25 consumption estimates post-print
- Position pairs trade: staples long vs discretionary short if divergence confirms