V-Mart Retail among 80+ firms reporting Q1 FY25 earnings alongside consumer majors
Q1 FY25 earnings roundup on August 5, 2024: V-Mart Retail, Marico, Devyani International, Monte Carlo Fashions, Godrej Consumer and Hawkins Cooker report alongside consumer bellwethers Nestle, HUL and Adani Wilmar. Airtel posts ARPU of Rs 211.
What happened
Q1 FY25 earnings season roundup: V-Mart Retail, Marico, Devyani International, Monte Carlo Fashions, Godrej Consumer and Hawkins Cooker among 80+ firms
Key facts
- Q1FY25
- 80+ companies reporting
- Deepak Nitrite profit Rs 202.53 crore up 35.1%
- Airtel ARPU Rs 211
Why this matters
The clustered reporting of value retail, QSR (Devyani) and apparel (Monte Carlo) peers offers a real-time comp set for valuation and partnership screening across the consumer discretionary landscape.
What to watch
- HUL/Nestle volume growth as macro discretionary proxy
- Cotton and apparel input cost trend in commentary
- Monsoon progress and rural wage data through Aug
- V-Mart net store additions and capex guidance
- Same-store sales growth vs consensus
- Parse V-Mart SSSG, footfall and store-addition guidance against Q1 rural demand commentary from Marico/Godrej
- Cross-read Devyani (QSR) and Monte Carlo (apparel) prints for discretionary demand direction
- Track brokerage revisions on value-retail margin trajectory over next 48h
- Watch for management color on Unlimited turnaround and inventory levels