V-Mart Retail, Marico among 80+ companies reporting Q1FY25 earnings
V-Mart Retail, Marico, Devyani International, Monte Carlo Fashions, Godrej Consumer and Hawkins Cooker are among 80+ firms posting Q1FY25 results, joining already-reported consumer majors Nestle India, HUL and Adani Wilmar in a heavy earnings day.
What happened
Q1FY25 earnings season update: V-Mart Retail, Marico, Devyani International, Monte Carlo Fashions, Godrej Consumer, Hawkins Cooker among 80+ companies reporting
Key facts
- Q1FY25
- 80+ companies
- August 5, 2024
Why this matters
The clustered results across multi-brand retail, apparel and consumer categories provide a fresh comparative valuation and performance snapshot useful for screening M&A targets and gauging sector appetite.
What to watch
- Explicit management guidance on rural demand inflection in H2FY25
- Input cost commentary (copra, palm oil, packaging) affecting margins
- Same-store-sales and store-addition pace at Devyani, V-Mart
- Any guidance cut or beat that moves consensus for the broader FMCG basket
- Screen each print for volume growth vs value growth to isolate real demand recovery from pricing
- Compare rural-exposed staples commentary against HUL/Nestle already-reported base
- Track gross margin trajectory as palm oil/input costs shift for Marico, Godrej, Adani Wilmar
- Flag QSR same-store-sales and discretionary footfall trends for de-rating risk