V-Mart Retail, Marico among 80+ companies reporting Q1FY25 earnings on August 5
Q1FY25 earnings season roundup: V-Mart Retail, Marico and Devyani International report alongside 80+ companies, with consumer majors Godrej Consumer, Monte Carlo Fashions and Hawkins Cooker due later in the week. Bharti Airtel posted profit of Rs 4,159.90 crore, up 158%.
What happened
Q1FY25 earnings season roundup: V-Mart Retail, Marico, Devyani International and 80+ companies report on August 5, 2024, alongside consumer majors like Godrej
Key facts
- over 80 companies reporting Q1FY25
- Bharti Airtel profit Rs 4,159.90 crore up 158%
Why this matters
The clustered results from V-Mart, Marico, Godrej Consumer and Monte Carlo provide fresh valuation and performance data points to sharpen comps and screen potential targets across retail and consumer segments.
What to watch
- Rural vs urban demand split in management calls
- Gross margin trajectory vs raw material (copra, palm oil) cost trends
- SSSG and footfall metrics for value retail and QSR
- Festive season guidance and A&P spend normalization
- Devyani unit economics and store-level payback commentary
- Screen staples names for volume growth vs pricing mix in Q1 commentary
- Compare V-Mart/Devyani SSSG against store-addition-led revenue to gauge organic health
- Track brokerage estimate revisions post-earnings for Godrej Consumer, Marico
- Position for intra-consumption rotation rather than sector-wide beta