GST rate review could reset demand math for hotels, autos, cement and FMCG
Experts flag proposed shift to a two-slab GST structure as a potential tailwind: cement and small cars/two-wheelers could move from 28% (plus cess for autos) to 18%, with hotels and FMCG also in focus. Demand lift hinges on whether companies pass the cut through to consumers. Awaiting GST Council decision.
What happened
retail-company · Experts say proposed GST rate rationalisation to a two-slab structure could benefit hotels, cement (28% to 18%), autos (small cars/two-wheelers
Key facts
- 28%
- 18%
- 28% plus cess
Why this matters
Refresh deal models and synergy cases in cement, auto ancillaries, branded hotels, and FMCG targets for a lower-GST regime, since a two-slab structure could reset acquisition multiples and post-close demand trajectories.