V-Mart Retail, Marico among 80+ firms reporting Q1FY25 earnings on August 5
Q1FY25 earnings season update: V-Mart Retail, Marico, Devyani International, Monte Carlo Fashions, Hawkins Cooker and Godrej Consumer among 80+ companies posting results August 5, 2024. Bharti Airtel headlines with ARPU at Rs 211 and EBITDA margin of 53.7%.
What happened
Q1FY25 earnings season update: V-Mart Retail, Marico, Devyani International, Monte Carlo Fashions, Hawkins Cooker and Godrej Consumer among 80+ companies
Key facts
- Q1FY25
- ARPU Rs 211
- EBITDA margin 53.7%
- 80+ companies
Why this matters
The crowded reporting day across retail, FMCG, and telecom offers a useful comparative snapshot for gauging sector health and identifying relative performers for partnership or M&A screening.
What to watch
- Marico/Godrej gross margin bps expansion vs YoY
- V-Mart SSSG print (positive vs negative)
- Devyani QSR SSSG and unit economics commentary
- Rural volume growth callouts in management commentary
- Input cost (copra, palm oil) forward guidance
- Airtel headline drowning out mid-cap retail reactions
- Screen staples names (Marico, Godrej Consumer) for gross-margin beats vs weak-volume misses
- Track SSSG and store-addition commentary from V-Mart and Devyani for discretionary demand read
- Compare QSR (Devyani) same-store sales against prior quarter deceleration
- Watch management guidance on rural recovery and monsoon impact
- Position for FMCG-over-discretionary rotation if margin theme confirms