GST IMPACT ON AUTO STOCKS
Anand James’ weekly market playbook: Nifty, autos, and stocks on his radar
Anand James from Geojit Investments analyzes Nifty's new expiry, noting high contract volumes and volatility. He observes FII shorts capping gains despite GST optimism and DII bullishness. Auto sector's rally may face profit booking, while M&M remains bullish. Top stock picks for the week are TDPOWERYS and FIRSTCRY, with specific targets and stop-loss levels.
Nifty failed to live up to GST 2.0 hype. Will this week offer a redemption?
Indian equities kicked off last week on a high, with the GST Council’s sweeping tax cuts sparking hopes of a broad rally. However, the rally fizzled out as quickly as it started. By Friday, the Nifty gave up much of its early gains.
GST cuts: Q3 to set positive momentum for rest of FY26: Umesh Revankar of Shriram Finance
Shriram Finance’s Umesh Revankar said GST rate cuts will revive demand in autos and consumption, boost festive season purchases, spur credit growth, and benefit MSMEs and traders.
From Rs 1 lakh to nearly Rs 3 crore: TVS Motor’s 27,852% rally has more steam left; here's why
TVS Motor Company's shares have surged since their 2000 listing, delivering impressive returns. Recent GST cuts on two-wheelers and the launch of the NTORQ 150 hyper sport scooter are expected to further boost the company's growth. Despite being in overbought zone, brokerages remain positive, citing strong sales figures and potential benefits from the GST reduction.
Maruti Suzuki shares may climb 17% to Rs 17,000, says ICICI Securities citing two growth drivers
Maruti Suzuki shares: ICICI Securities sees strong auto demand revival driven by GST cuts and new launches, reiterates ‘BUY’ on Maruti Suzuki with a raised target of ₹17,000, implying 17% upside. The outlook is further supported by tax reliefs, rate cuts, and Pay Commission revisions.
Will GST revamp drive lasting gains or just short-term spurts in markets?
Indian stock indices closed slightly higher on Thursday. Early gains, driven by GST changes, faded as investors booked profits. Consumer goods and auto shares initially rose but later declined. The Nifty and Sensex saw marginal increases. Mahindra & Mahindra was a top gainer. Investors are awaiting stronger demand signals. Foreign investors were net sellers, while domestic investors bought shares.
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GST cut impact: Vijay Kedia-backed Atul Auto soars 27% in two sessions as Modi govt slashes rate on three-wheelers to 18%
Vijay Kedia portfolio stock Atul Auto saw its shares surge over 27% in consecutive sessions after the government cut GST rate on three-wheelers to 18% from 28% under GST 2.0 reforms. Despite the current rally, the stock is down over 20% year-to-date, though it remains Kedia’s largest holding with a 20.91% stake representing over over 58 lakh shares.
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.
GST rates boost: Fintechs, lenders hope for a big bang festive sale season
Digital payment and consumer lending startups anticipate a boost in transactions this festive season following the government's GST cuts on key consumption items. The industry expects a 5-20% growth in transaction volumes, with sectors like automobiles and durables potentially seeing a surge. While macroeconomic concerns persist, lenders are cautiously optimistic about increased consumer spending and new customer acquisition.
Profit-taking in consumption sectors won't end GST rally: Analysts
Profit-taking occurred in consumption-oriented sectors. Analysts believe the rally in autos, consumer durables, FMCG, and metals will continue. Gains may be stock-driven. Cash-based buying is likely to resume. GST cuts aim to boost consumption before the festive season. Investor caution exists regarding inventory management. Management commentary is awaited on lower-GST products and demand.
Companies may fire up output by 25% to feed festive frenzy
Indian car, two-wheeler, and electronics manufacturers are ramping up production. They anticipate a surge in demand following Goods and Services Tax (GST) reductions. Automakers expect increased showroom traffic and order volumes, especially for small cars. Electronics firms are expanding production of larger televisions. The GST Council reduced taxes on various items, potentially boosting festive sales.
Ahead of Market: 10 things that will decide stock market action on Friday
Indian markets ended higher on Thursday as GST reforms supported consumption, while US tariff concerns lingered. Nifty closed at 24,734 and Sensex at 80,718, with active trading in stocks like Ola Electric, Mahindra & Mahindra, Bajaj Finance, and Reliance amid mixed sectoral performance.
GST relief, festive season to help corporate earnings recover in Q3, says Edelweiss MF’s Radhika Gupta
Edelweiss MF’s Radhika Gupta says GST reform and the upcoming festive season will support domestic demand, ease inflation, and aid corporate earnings recovery in Q3. Investors should focus on India-focused sectors like FMCG, consumer durables, autos, and healthcare for potential growth opportunities.
Ola Electric shares plunge 8% as Govt slashes GST on two-wheelers with up to 350 cc capacity
Ola Electric shares slumped nearly 8% to Rs 63.71 after the government slashed GST on two-wheelers up to 350cc to 18% from 28%. The move, aimed at boosting ICE vehicle sales, raised concerns over electric two-wheeler demand, sparking heavy trading volumes.
Not all are winners in India's GST 2.O regime. These stocks are losing already
India’s GST overhaul introduces 5%, 18%, and 40% slabs, boosting consumption and aiding FMCG, auto, and insurance sectors. Coal, luxury goods, casinos, and energy drinks face higher taxes. While ITC and Godfrey Phillips benefit from reduced tax uncertainty, Delta Corp, Nazara, and premium auto firms may see near-term pressure.
GST reforms very timely; adding more M&M, ancillaries like Uno Minda, cement stocks to portfolio: Gurmeet Chadha
Gurmeet Chadha of Complete Circle Consultants said the GST reforms are a timely boost for demand, compliance, and sentiment. He sees autos, FMCG, and financials as key winners, adding M&M, Uno Minda, and cement stocks to his portfolio while deploying fresh capital.
GST 2.0: How mutual fund experts decode government’s rationalisation move
The 56th GST Council meeting, led by Union Finance Minister Nirmala Sitharaman in New Delhi on September 3, set the stage for a major revamp of India’s indirect tax framework.
GST 2.0: What’s next for businesses and what can India Inc do?
The GST Council's recent announcements focus on rate consolidation, trade facilitation, and improved consumer ease. Rate reductions on B2C products aim to boost affordability, while input rate cuts for solar, textiles, and fertilizers correct inverted duty structures. The removal of the 'intermediary' provision simplifies export regulations.
GST 2.0 trigger throws up over 90 stock ideas as rate cuts may spark new market cycle. Full list
The GST Council's sweeping rate cuts across sectors have ignited a market rally, with auto, FMCG, cement, insurance, and consumer durable stocks in sharp focus. Two-wheelers, small cars, cement, insurance, and packaged goods are now significantly cheaper. Analysts expect stronger consumption, improved margins, and GDP growth. Key beneficiaries include M&M, ITC, Hero MotoCorp, UltraTech, and SBI Life.
M&M, Maruti, Hero Moto and other auto stocks rally up to 8% on GST cut boost
M&M Share Price: Auto stocks surged on September 4 after the GST Council cut tax rates from 28% to 18% across key automobile segments. Mahindra & Mahindra and Eicher Motors led the rally, hitting record highs, while TVS Motor, Hero MotoCorp, Maruti Suzuki, Tata Motors, and Hyundai also posted strong gains. The move is expected to boost demand and improve sector sentiment.
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.
GST rate cut: How is CLSA tweaking its portfolio ahead of the Council meeting verdict
GST reforms are set to impact markets, with potential 7–10% cuts on two-wheelers, small cars, tractors, and consumer goods. Analysts say consumption sectors are likely beneficiaries, shifting focus from September-quarter earnings to policy outcomes. CLSA favors defensive, consumption, and rate-sensitive sectors, while positioning may change based on final GST announcements.
Is your stock portfolio ready for GST 2.0? Council meeting may rewrite market playbook
The GST Council meeting is anticipated to bring significant reforms, potentially boosting sectors like autos, consumer durables, and discretionary consumption. Analysts predict that a GST rate cut of 7-10% could lead to price reductions, spurring demand. Experts believe these reforms could trigger a strong consumption upcycle, especially benefiting lower-income households and driving growth in various sectors. Stock market investors are rejigging portfolios accordingly.
GST, tariffs and Fed moves to shape market strategy for Indian investors
With the much-anticipated GST meeting underway, market participants are keeping a close eye on potential rate revisions that could impact sectors across India. ET Now recently spoke to Vikash Kumar Jain, a seasoned market strategist, for his insights on how GST changes could reshape investor sentiment and portfolio allocations.
GST uncertainty weighs on auto stocks; 10 counters to benefit from rate changes: Sunny Agrawal
Auto stocks slipped as investors await clarity on GST hike for luxury cars and EVs. Analysts say the impact hinges on whether the higher tax applies to vehicles above Rs 20 lakh or Rs 40 lakh, with M&M largely shielded if the latter prevails.
Motown unclear what route cess will take past GST 2.0
Indian automakers and retailers may face losses on over 600,000 unsold vehicles. This is due to unclear GST compensation cess rules. The industry wants the govt to abolish the cess. They seek a mechanism for credit losses after the GST revamp. The GST Council will discuss levy changes soon. Some companies are limiting dispatches of larger vehicles.
Festive season, GST cut seen as key triggers for auto demand
The latest auto sales data paints a mixed picture for the industry. While two-wheelers and tractors continued to deliver strong performances, passenger vehicle sales remained subdued, leaving analysts watching closely for potential demand revival on the back of an anticipated GST cut.
Market Wrap: Sensex rises 555 points, Nifty tops 24,620, snapping 3-day losing streak after upbeat GDP data
Indian markets rebounded strongly, fueled by robust GDP data and optimism surrounding potential GST rate cuts. Auto and IT sectors led the gains, while global cues were mixed amid a U.S. holiday. The rupee stabilized after hitting a record low, and oil prices edged higher despite demand concerns related to U.S. tariffs.
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