V-Mart Retail, Marico, Devyani among 80+ firms posting Q1FY25 earnings on Aug 5
A dense earnings day sees retail and consumer names including V-Mart Retail, Marico, Devyani International, Monte Carlo Fashions and Hawkins Cooker report Q1FY25 results, with Godrej Consumer and others due later in the week. Deepak Nitrite flagged Q1 profit of Rs 202.53 cr, up 35.1%, on revenue of Rs 2,166.84 cr.
What happened
Q1FY25 earnings roundup: V-Mart Retail, Marico, Devyani International, Monte Carlo Fashions, Hawkins Cooker among 80+ companies reporting August 5, with Godrej
Key facts
- Deepak Nitrite Q1 profit Rs 202.53 cr up 35.1%
- revenue Rs 2,166.84 cr up 22.5%
- Airtel ARPU Rs 211
- 80+ companies reporting Aug 5 2024
Why this matters
The clustered reporting of multi-brand consumer players offers a real-time comp set for valuation benchmarking and surfaces potential targets or partners as relative performance gaps emerge this quarter.
What to watch
- Marico/Godrej volume growth prints above or below 5%
- Devyani SSSG turning negative or margin compression from expansion
- V-Mart footfall and revenue-per-store trends
- Raw-material (copra, palm oil, crude derivatives) cost guidance
- Godrej Consumer numbers later in the week as sector confirmation
- Screen Q1 commentary for rural vs urban demand split across Marico and Godrej Consumer
- Compare QSR same-store-sales growth (Devyani) against store-count dilution to gauge unit economics
- Track gross-margin deltas to identify input-cost beneficiaries for pair trades
- Monitor management guidance on H2FY25 volume recovery for positioning