V-Mart Retail, Marico among 80+ companies reporting Q1FY25 earnings today
Q1FY25 earnings season roundup lands with V-Mart Retail, Marico, Devyani International and 80+ firms reporting on August 5, 2024. Consumer and retail majors including HUL, Nestle India, Adani Wilmar and Godrej Consumer feature in the batch, offering a broad read on discretionary and staples demand.
What happened
Q1FY25 earnings season roundup; V-Mart Retail, Marico, Devyani International, and 80+ companies report today, with several consumer/retail majors including HUL,
Key facts
- Q1FY25
- August 5, 2024
- 80+ companies reporting
Why this matters
The simultaneous reporting of 80+ consumer and retail firms creates a rare window to assess relative sector health and identify undervalued or momentum-shifting targets across staples, discretionary and QSR segments.
What to watch
- Management guidance on rural demand recovery timeline
- Ad-spend and promotional intensity signaling pricing power
- Adani Wilmar edible-oil volume/margin as commodity proxy
- Urban discretionary softness callouts in V-Mart/Devyani calls
- Any downward FY25 volume guidance revisions
- Screen volume-growth commentary across HUL/Marico/Godrej for rural vs urban divergence
- Compare V-Mart SSSG and store-add pace against value-retail peers (Vishal, Trent)
- Track gross-margin deltas versus input cost trends (palm oil, crude derivatives)
- Reprice QSR names on Devyani same-store-sales and unit-economics read
- Position staples vs discretionary spread ahead of festive season builds