GST REDUCTION CEMENT
One clear benefit, four open questions: GST reform delivers a win for consumers but at what cost?
Recent GST reforms in India, eliminating the 28% and 12% slabs, aim for a simpler tax structure and fairness, potentially boosting the economy modestly. While the move may simplify some aspects, complexities persist, and concerns arise about long-term fiscal stability due to significant revenue losses.
Mid-size housing projects set to gain most from GST rationalisation, says Amit Mamgain
The Goods and Services Tax rate change on cement and construction materials may help mid-size housing projects. Amit Mamgain of Yugen Infra says lower taxes will help developers and buyers. Metro cities may see more demand. Affordable housing will not change much. New rates may start after September 22, 2025.
Policy clarity and cost savings: Real estate set for stronger festive quarter, say experts
India’s real estate sector is set for a festive boost as GST cuts on cement, marble, granite, and other key inputs lower construction costs and improve affordability. Developers and experts say the reforms, coupled with stable interest rates and festive demand, will strengthen housing sales across metros and tier-2 cities.
GST 2.0: Cement prices set to be cheaper by ₹25-30 a bag
Cement prices in India are expected to decrease by ₹25-30 per 50 kg bag following a reduction in GST rates from 28% to 18%. While this move aims to benefit consumers, analysts believe it may not immediately trigger higher demand due to cement's price inelasticity.
GST 2.0 is here. How should you tweak your mutual fund portfolio
GST 2.0 is set to revamp India's indirect tax system. Experts suggest domestic-facing sectors will benefit. Sectors like autos, staples, and retail may see better demand. Premium apparel and luxury cars could face pressure. The revised rates will be effective from September 22, 2025. Investors should consider their risk appetite before tweaking their mutual fund portfolio.
How will the recent GST changes affect different sectors of the economy?
GST slab rationalization is set to spur consumption and economic growth. Automobile, cement, and consumer goods sectors are likely to benefit. Two-wheeler makers with higher than 350 cc bikes may face negative impact. Retail-focused lenders could see improved credit demand. Renewable energy companies may gain from GST reduction on solar cells.
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GST 2.0: Fall in input prices likely to soften realty costs
India's property sector is poised for a boost as the government reduces the GST on cement from 28% to 18%, potentially lowering project costs for developers and homebuyers. Additional tax cuts on marble, granite, and other construction materials are expected to further ease cost pressures. This rationalization is anticipated to stimulate consumption and propel India's GDP growth.
A GST 'Budget' for aspiring citizens
The Indian government has implemented significant economic reforms. These reforms include GST rate rationalization and structural changes. The aim is to boost India's competitiveness and economic growth. Rate reductions on essential goods will benefit citizens. This will lead to increased consumption and GDP growth. Simplified tax structure and trade facilitation are also key components. MSMEs will experience easier business operations.
Big cheer for homebuyers! Homes may get cheaper with lower GST on cement
The government's decision to lower the GST on cement from 28% to 18%, effective September 22, 2025, is expected to reduce housing construction costs. Experts predict a 5-7% decrease in overall project expenses, particularly benefiting affordable and mid-income housing. Notably, cement is a crucial construction material, contributing between 10-12% of construction costs.
Govt delivers 'GST Diwali bonanza': Cheaper essentials, big relief on insurance premiums
India's Goods and Services Tax (GST) undergoes a major overhaul, eight years after its launch, with the GST Council approving significant rate cuts on numerous everyday items. Effective September 22nd, the new rates aim to boost consumption by shifting to a two-slab structure of 5% and 18%, abolishing the 12% and 28% rates.
GST overhaul lifts new-age stocks PB Fintech, Nykaa, FirstCry
The new regime has abolished tax on individual life and health insurance products sold by companies such as LIC, SBI Life Insurance and ICICI Prudential Life Insurance. This move is likely to boost premiums and customer adoption of such products.
Roti, kapda aur makan: The firepower India's common man got as Diwali gift
GST rates slashed: India's GST revamp, dubbed the 'Great Savings Tax,' is easing the financial burden on the middle class. Reduced rates on essentials like food and clothing could save urban families 7-8% and rural families 5-6% monthly. This, coupled with income tax relief and lower interest rates, aims to boost consumption and savings, potentially transforming India into a middle-class-driven economy.
GST reforms will mostly help poor; Andhra govt failed to demand compensation: CPI(M)
CPI(M)'s V Srinivas Rao acknowledged that GST reforms could lower prices and benefit the poor, but criticized the Andhra Pradesh government for not seeking compensation for potential income loss. APCC's Kolanukonda Sivaji claimed the reforms were a result of Rahul Gandhi's campaign and international pressure, demanding compensation for states and relief for MSMEs.
GST cut on cement to boost sector, accelerate infrastructure growth: Industry players
Welcoming the development, Akhoury, who is also Managing Director, Shree Cement, said cement is a foundational input material for infrastructure and housing, and the move will likely boost consumption, augmenting considerable infrastructure, including affordable housing. Adani Cement, which owns Ambuja Cements & ACC, said a reduction in duty on cement will 'accelerate the nation's infrastructure pipeline, catalyse industrial expansion, and strengthen India's march towards a multi-trillion-dollar economy'.
Kerala to see Rs 8,000-10,000 cr annual revenue loss due to GST rate rationalisation: FM Balagopal
Kerala anticipates an annual revenue loss of Rs 8,000 to Rs 10,000 crore due to GST rate cuts, according to Finance Minister K N Balagopal. While supporting the price-reducing cuts, he urged the central government to ensure benefits reach the public.
Reduction in GST on cement to help real estate sector: CREDAI
CREDAI welcomes the government's decision to reduce the GST rate on cement from 28% to 18%, anticipating a decrease in construction costs. This move is expected to benefit both consumers and the real estate sector by improving housing affordability. The simplified GST structure and process reforms are also seen as positive steps towards a more transparent and efficient tax regime.
GST 2.0: A game-changer for Indian real estate
The forthcoming GST reforms, set to take effect on September 22, 2025, promise to deliver a significant boost to India’s residential, retail, and office real estate sectors.
Trump’s tariff pains, Modi’s GST relief: Govt gives a reform armour to every Indian
India rolls out GST 2.0 reforms to boost domestic consumption and shield the economy from the impact of US tariffs. The revamped GST structure simplifies tax slabs and lowers rates on essential goods and services, putting more money in the hands of households and businesses. Experts say the reforms could give a meaningful lift to GDP, while rising consumer confidence across urban and rural India signals stronger spending ahead.
Parag Milk, other agriculture and dairy stocks rally up to 7% after GST cuts
Agri and dairy stocks like Parag Milk, Dodla Dairy, and Kaveri Seeds gained up to 7% after the GST Council slashed rates on fertilisers, farm machinery, and dairy products. The cuts, effective September 22, aim to ease costs for farmers and consumers.
Big GST Reset: FMCG, cars, electronics to see immediate demand push, says Keki Mistry
The GST reset, initiated by Prime Minister Modi, aims to stimulate domestic consumption through rationalized rates and relief measures for households and businesses. Keki Mistry highlights its potential multiplier effect on the economy, particularly benefiting SMEs and the real estate sector.
Explained: How PM Modi's Rs 48,000 crore GST gift impacts stock market investors
Prime Minister Modi's GST reforms, carrying ₹48,000 crore revenue implications, have sparked a market rally. The simplification of GST architecture, with rate reductions, is expected to boost consumption across sectors like automobiles and FMCG. Analysts project a significant GDP growth and increased corporate earnings, making investors optimistic about sustained market gains.
Sensex rallies over 700 pts, Nifty tops 24,900; GST cuts, 4 other drivers behind today's rally
Indian stock markets witnessed a significant surge today. Sensex and Nifty both opened considerably higher. This positive movement follows the government's decision to reduce taxes on various goods under the Goods and Services Tax. The GST overhaul aims to boost consumption ahead of the festive season. Market capitalization of BSE-listed companies also saw a substantial increase.
Ambuja Cements, ACC and other cement stocks surge up to 4% after GST slashed from 28% to 18%
Cement stocks surged following the GST Council's decision to reduce the tax on cement from 28% to 18%. This move is expected to boost infrastructure and construction activity by lowering input costs. Jefferies views the rate cut as a positive step, potentially improving industry dynamics and profitability through better pricing and input tax credit benefits.
'Ek teer kai nishaan!': From combating Trump’s tariffs to inflation — why Kotak AMC's Nilesh Shah says GST 2.0 hits many targets
Shah also underlined the urgency behind the Council’s push, pointing out that “completing two days GST council meeting in one day does show the urgency.” At the same time, he stressed the need for vigilance against misuse. “While the leakages and fraud of GST needs to be dealt with iron hand, process improvement should be a continuous affair with feedback loop,” he wrote.
GST rate cut: Cement companies profitability will be under pressure for the near term
The Goods and Services Tax Council has reduced the tax rate on cement. This reduction is from 28% to 18%. While good long term, cement companies' profits may be affected. Companies are likely to pass on the tax cut benefits to consumers. Adani Cement aims to scale capacity. The government has reduced rates for various types of cement.
GST relief on building materials set to ease construction costs, support housing
The GST Council's decision to lower tax rates on essential construction materials like cement, marble, and granite is poised to benefit the real estate sector. This move is expected to reduce project costs for developers and homebuyers, potentially leading to increased housing affordability and accelerated project launches.
JM Financial turns bullish on consumption, bearish on banks & infra. Check portfolio details here
JM Financial has rebalanced its model portfolio, turning bullish on consumption sectors like autos, consumer, cement, internet, hotels, and real estate, while cutting exposure to banks, NBFCs, insurance, infrastructure, ports, and defence, citing fiscal constraints and weak credit growth as key concerns.
Premium cement brands to be key beneficiaries of GST cut; price hikes likely in H2: Nomura analyst
Cement GST likely cut from 28% to 18%, boosting sector profitability. Price hikes of 4–6% expected in FY26 amid steady demand. Leading brands benefit from premiumisation, while consolidation continues gradually. Housing and infrastructure projects drive volumes, supporting medium- to long-term growth for India’s top cement makers.
UltraTech, Dalmia Bharat offer 13–16% upside as cement sector builds on pricing discipline: MOFSL
India’s cement sector shows resilience with stable August 2025 prices, strong demand outlook, and GST cut hopes. Lower fuel costs, infra push, and housing growth support profitability, while UltraTech and Dalmia Bharat remain strong BUY picks.
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