V-Mart Retail, Marico among 80+ companies reporting Q1FY25 earnings on August 5
Q1FY25 earnings season roundup: V-Mart Retail, Marico, Devyani International, Monte Carlo Fashions and Hawkins Cooker are among 80+ companies posting quarterly results, alongside consumer majors Godrej Consumer, HUL, Nestle and Adani Wilmar.
What happened
Q1FY25 earnings season roundup: V-Mart Retail, Marico, Devyani International, Monte Carlo Fashions, Hawkins Cooker among 80+ companies reporting on August 5,
Key facts
- ARPU Rs 211
- Deepak Nitrite profit Rs 202.53 crore up 35.1%
- 80+ companies reporting
Why this matters
The concurrent multi-brand results across retail and FMCG (V-Mart, Devyani, Monte Carlo, Godrej Consumer) give a comparative valuation snapshot useful for spotting undervalued acquisition or partnership targets.
What to watch
- Volume growth vs value growth split in FMCG results
- Rural vs urban demand commentary in management calls
- Gross margin trajectory tied to input-cost deflation
- Same-store-sales and store-addition guidance from V-Mart and Devyani
- Any downward FY25 revenue/margin guidance revisions
- Screen for margin commentary on palm oil/copra input costs across Marico, GCPL, Adani Wilmar
- Track volume-growth prints as the key differentiator vs price-led growth in staples
- Pair-trade staples (defensive) vs discretionary retail (V-Mart, Monte Carlo) on divergent demand signals
- Watch QSR same-store-sales (Devyani) for urban consumption read-through