New Delhi, May 6 -- Consumption-focused companies drove a significant share of revenue growth for India Inc. in the March quarter (Q4), the final leg of fiscal year 2024-25, even as profit growth lagged. In contrast, non-consumption sectors turned in more robust bottomlines, pointing to a shifting dynamic in corporate performance.

This divergence-where consumption-led firms maintained sales momentum but ceded ground on profitability-underscores how rising input costs and tepid urban demand are squeezing margins, even as pricing actions helped protect revenues.

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A Mint analysis of 13 consumption-driven companies from the Nifty India Consumption Index, which includes firms...