GST Beneficiary
Stocks Wise
Dairy & Milk Products
(GST cuts: UHT milk 5%→0%, Butter/Ghee/Cheese 12%→5%, Paneer 5%→0%)
Beneficiaries:
Hatsun Agro
Heritage Foods
Parag Milk
Dodla Dairy
Umang Dairies
Nestle India
FMCG majors:
Britannia (cheese, butter)
Footwear (≤₹2500 per pair cut from 12%→5%)
Bata India
Relaxo Footwear
Khadim India
Campus Activewear
Liberty Shoes
Packaged Food & Beverages
•Biscuits, cakes, confectionery, chocolates, noodles, pasta, cornflakes all cut to 5%
Britannia
Nestle India
Hindustan Foods
Mrs. Bectors
Carbonated soft drinks & energy drinks hiked 28%→40%  →
Negative
Varun Beverages
Hindustan Foods
FMCG / Personal Care
Soaps, shampoos, hair oil, toothpaste, shaving cream cut from 18%→5%
HUL,
Colgate
Gillette
Marico
Godrej Consumer
Pharma & Healthcare
•Many essential drugs/vaccines cut 12%→5% or Nil
Sun Pharma
Dr. Reddy’s
Cipla
Lupin
Biocon
Medical devices (stents, diagnostics, thermometers, glucometers) cut to 5%
Poly Medicure
Metropolis
Dr Lal Pathlabs
Cement & Building Materials
•Cement cut 28%→18%
UltraTech Cement
Shree Cement
ACC
Ambuja
Dalmia Bharat
Marble, Granite, Stone products 12%→5%
Beneficiaries:
Aro Granite
Pokarna
Madhav Marbles.
Autos & Tyres
•Small cars (CNG, petrol <1200cc, diesel <1500cc, length ≤4m) cut 28%→18%
Maruti Suzuki (WagonR, Swift, Baleno, Brezza CNG)
Tata Motors (Tiago, Tigor, Punch CNG)
Hyundai India (i10, i20, Venue CNG)
Two-wheelers ≤350cc cut 28%→18%
Hero MotoCorp
Bajaj Auto
TVS Motor
Tyres for tractors cut 18%→5%
MRF
Apollo Tyres
Balkrishna Industries
JK Tyre
CEAT.
Luxury cars & bikes (>350cc) hiked to 40%
Negative
Eicher Motors (Royal Enfield)
M&M high-end SUV
Textiles & Apparel
Man-made fibres/yarn/fabrics cut to 5%
Raymond
Arvind
Welspun India
Vardhman Textiles
Indo Rama
Footwear & apparel >₹2500 moved to 18%
Negative
ABFRL
Trent
Shoppers Stop
Chemicals / Fertilisers
•Sulphuric acid, nitric acid, ammonia cut 18%→5%
Deepak Fertilisers
GNFC
Chambal Fertilisers
Coromandel International.
Micronutrients & agri-inputs cut 12%→5%
Dhanuka Agri
UPL
PI Industries
Rallis India
Bayer CropScience
Consumer Durables & Electronics
•TVs, ACs, washing machines, dishwashers cut 28%→18%
Voltas
Blue Star
Havells
Dixon Technologies
#GSTCouncil #GSTCouncilMeet #consumption