V-Mart Retail, Marico among 80+ firms reporting Q1FY25 earnings today
Q1FY25 earnings season update names V-Mart Retail, Marico, Devyani International, Monte Carlo Fashions, Hawkins Cooker and Godrej Consumer among 80+ companies posting results on August 5, 2024, with heavy Indian retail and consumer relevance.
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
- 80+ companies
- August 5 2024
Why this matters
A dense same-day earnings calendar across multiple retail and FMCG names offers a real-time valuation and performance grid for screening acquisition or partnership targets in Indian consumer retail.
What to watch
- Rural demand recovery language in FMCG management calls
- Same-store sales growth prints below/above 5% for value retail
- QSR ADS (average daily sales) and dine-in vs delivery mix
- Gross margin delta vs street estimates
- FY25 revenue/EBITDA guidance revisions
- Screen actual results for volume-growth commentary vs price-led growth across Marico, Godrej Consumer
- Compare same-store-sales and store-addition guidance for V-Mart and Devyani
- Track brokerage revisions and margin guidance the morning after prints
- Watch input cost commentary (palm oil, copra, packaging) for FMCG gross margin trajectory