V-Mart Retail, Marico, Devyani among 80+ companies reporting Q1FY25 earnings today
Q1FY25 earnings season sees over 80 companies report today, including retail-relevant names V-Mart Retail, Marico, Devyani International (QSR), Monte Carlo Fashions and Hawkins Cooker. Godrej Consumer Products and others due this week. Deepak Nitrite posted profit of Rs 202.53 cr, up 35.1%.
What happened
Q1FY25 earnings season update: over 80 companies report today including retail-relevant names V-Mart Retail, Marico, Devyani International (QSR), Monte Carlo
Key facts
- Deepak Nitrite Q1FY25 profit Rs 202.53 cr up 35.1%
- revenue Rs 2,166.84 cr up 22.5%
- Airtel ARPU Rs 211 vs Rs 200
- 80+ companies reporting
Why this matters
The cluster of retail-relevant Q1FY25 prints across value fashion, FMCG and QSR is a useful moment to benchmark peer growth and margin trajectories for pipeline valuation and partnership timing.
What to watch
- Marico/Godrej management guidance on rural demand recovery
- Devyani SSSG and store-addition pace vs guidance
- Input cost (copra, palm oil) commentary affecting FMCG margins
- V-Mart footfall and gross margin trends
- Analyst rating changes post-results across the basket
- Screen Marico/Godrej volume growth and gross margin commentary for FMCG demand direction
- Compare Devyani same-store-sales vs peer QSR trends for dine-in vs delivery split
- Watch V-Mart and apparel names for rural/mass-market recovery signals
- Position for pair trades: staples over discretionary if rural lags urban