ITC raises Gold Flake Premium price to ₹135 per 10-cigarette pack
ITC has raised Gold Flake Premium’s 10-cigarette pack price from ₹125 to ₹135, its second increase in 2026. The brand’s price is now up 17.4% year to date, as cigarette makers pass on higher GST and excise duties.
What happened
ITC raised Gold Flake Premium’s 10-cigarette pack price to Rs 135 from Rs 125, its second hike this year. The brand is up 17.4% year-to-date as cigarette makers
Key facts
- Gold Flake Premium 10-cigarette pack: Rs 125 to Rs 135 (8%) in September
- Gold Flake Premium: Rs 115 to Rs 135 cumulative increase of 17.4% this year
- Gold Flake Premium June increase: Rs 115 to Rs 125 (8.7%)
- GST rate: 40% from February 1, 2026
- Classic Connect 20-cigarette pack: Rs 390 to Rs 428 (9.74%)
- Gold Flake Super Star 10-cigarette pack: Rs 79 to Rs 89 (12.66%)
- Classic Connect February price: Rs 300 to Rs 360, then Rs 390
- Gold Flake Super Star February price: Rs 59 to Rs 70
Why this matters
ITC’s repeated pricing action reinforces the strategic value of scaled premium tobacco brands with pricing power, while making consumer elasticity a key diligence variable.
What to watch
- Whether Gold Flake Premium retail offtake declines materially in the 4-8 weeks after the increase.
- Price actions by Godfrey Phillips India, VST Industries, and other organized tobacco players in adjacent premium tiers.
- Further GST, compensation cess, excise-duty, or tobacco-tax policy commentary from the government.
- NielsenIQ or industry indications of downtrading, illicit-cigarette substitution, or changes in legal cigarette volumes.
- ITC quarterly commentary on cigarette net realization, segment EBIT margin, and premium-versus-value mix.
- Retailer reports of consumer switching from Gold Flake Premium to lower-priced variants or smaller-format packs.
- ITC is likely to maintain a staggered, SKU-specific pricing strategy rather than announce a broad portfolio-wide hike immediately.
- Retailers may increase visibility and inventory allocation for lower-priced ITC brands and 10-stick packs that preserve an accessible cash outlay.
- Competitors may reassess premium-segment price points and match selectively to avoid surrendering realization.
- ITC may intensify premium brand communication, retail execution, and mix management to defend Gold Flake Premium's perceived value.
- Wholesalers may pull forward inventory ahead of any further duty-linked revisions, creating short-term dispatch volatility.