V-Mart Retail among 80+ companies reporting Q1FY25 earnings, alongside consumer majors
V-Mart Retail, Marico, Devyani International and Monte Carlo Fashions headline a heavy Q1FY25 results day, with Nestle India, HUL and Godrej Consumer Products due later in the week. Airtel posted ARPU of Rs 211 and Deepak Nitrite profit rose 35.1% to Rs 202.53 crore.
What happened
Q1FY25 earnings season update: V-Mart Retail, Marico, Devyani International, Monte Carlo Fashions and 80+ companies report today, alongside consumer majors like
Key facts
- Q1FY25
- ARPU Rs 211
- Deepak Nitrite profit Rs 202.53 crore up 35.1%
Why this matters
The clustered results across value retail, QSR and consumer names surface relative valuation gaps and margin divergence worth mapping for potential partnership or consolidation opportunities in a crowded retail landscape.
What to watch
- V-Mart SSSG turning positive or margin expansion vs consensus
- FMCG majors' rural volume growth commentary (recovery vs stagnation)
- QSR store-addition guidance and ADS (average daily sales) trends
- Sector-wide EPS revision breadth after the heavy results session
- Input-cost/commodity commentary affecting apparel and staples gross margins
- Compare V-Mart and Monte Carlo SSSG and gross-margin prints against value-retail peers (Trent, DMart) for relative positioning
- Track Devyani same-store sales and unit-economics as QSR discretionary proxy
- Cross-read HUL/Marico/Godrej CP volume commentary for rural vs urban demand signal into H2FY25
- Watch analyst revisions on discretionary retail post staples results later in the week