Gautam Duggad on India's Consumption Boom on CNBC

🛒 Between 19th–22nd September, India’s entire retail system shook. The reason? Next-Gen GST reform. Overnight, tax slabs collapsed. Billing systems froze. Price tags were torn and rewritten. Confused consumers… frustrated retailers… and yet, booming sales in some categories. 👉 Small shops struggled to reprogram old systems. 👉 Big retailers gained with faster tech adoption. 👉 Consumers celebrated falling prices just before the festive rush. What looked like “just another reform” became a stress test for India’s entire retail backbone. And the lesson? ⚡ Agility is no longer optional. Whoever adapts faster—wins. India has seen disruptions before. But this one felt different. It touched every kirana, every mall, every shopping cart. Do you think this GST reform will truly simplify retail in the long run—or is it just another storm retailers will learn to live with? #GST #Retail #India #NextGenGST #Leadership #AbinashLeader Av Credit Social Media

𝗚𝗦𝗧 𝟮.𝟬 𝗜𝘀 𝗛𝗲𝗿𝗲: 𝗢𝗻𝗲 𝗡𝗮𝘁𝗶𝗼𝗻, 𝗢𝗻𝗲 𝗧𝗮𝘅—𝗡𝗼𝘄 𝗦𝗶𝗺𝗽𝗹𝗲𝗿, 𝗟𝗲𝗮𝗻𝗲𝗿, 𝗙𝗮𝘀𝘁𝗲𝗿 ■ 𝐈𝐧𝐝𝐢𝐚 𝐢𝐬 𝐦𝐨𝐯𝐢𝐧𝐠 𝐭𝐨 𝐚 𝐭𝐰𝐨-𝐫𝐚𝐭𝐞 𝐆𝐒𝐓 𝐬𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞 (𝟓% “𝐦𝐞𝐫𝐢𝐭” 𝐚𝐧𝐝 𝟏𝟖% “𝐬𝐭𝐚𝐧𝐝𝐚𝐫𝐝”) with a 40% de-merit rate for a small set of luxury/sin goods; most changes kick in from 22 Sept 2025. ■ 𝐏𝐌 𝐌𝐨𝐝𝐢 𝐟𝐫𝐚𝐦𝐞𝐝 𝐢𝐭 𝐚𝐬 𝐭𝐡𝐞 “𝐎𝐧𝐞 𝐍𝐚𝐭𝐢𝐨𝐧, 𝐎𝐧𝐞 𝐓𝐚𝐱” dream becoming reality—aimed at lower prices for households and less friction for businesses. ■ 𝐄𝐯𝐞𝐫𝐲𝐝𝐚𝐲 𝐫𝐞𝐥𝐢𝐞𝐟 examples include toilet soap moving to 5%—signal that FMCG staples are in focus as slabs are rationalised. ■ 𝐂𝐨𝐥𝐥𝐞𝐜𝐭𝐢𝐨𝐧𝐬 𝐫𝐞𝐦𝐚𝐢𝐧 𝐫𝐞𝐬𝐢𝐥𝐢𝐞𝐧𝐭 August 2025 gross GST was ₹1.86 lakh crore (+6.5% YoY); April 2025 set the all-time high at ₹2.37 lakh crore. ■ 𝐄𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐜𝐲 𝐭𝐚𝐢𝐥𝐰𝐢𝐧𝐝𝐬 post-GST, cross-state truck times have fallen ~20–33%, and India targets a Top-25 rank in the Logistics Performance Index by 2030—good for margins and working capital. 𝗪𝗵𝘆 𝘁𝗵𝗶𝘀 𝗺𝗮𝘁𝘁𝗲𝗿𝘀 fewer slabs → fewer disputes → easier pricing and procurement → better pass-through to consumers—while revenue buoyancy funds infrastructure and capex. If you run pricing, tax, or supply-chain, now’s the time to revisit rate cards, contracts, and ERP tax codes ahead of go-live. #GST #GSTCouncil #GSTReform #OneNationOneTax #IndiaEconomy #Tax #Compliance #FMCG #Retail #Logistics #SupplyChain #Pricing #IndirectTax #Finance #CFO #MSME #MakeInIndia #EaseOfDoingBusiness #IndiaGrowth Narendra Modi

GST 2.0 is here! India’s biggest economic engine—household spending—is set to get a massive ₹2 trillion boost. But what does this mean for you? 🛒 For consumers: Expect potential price drops and better deals. Don’t forget to check your bills to ensure the savings reach you! 🏢 For businesses: Time to adapt! GST 2.0 streamlines compliance and lowers costs, helping pass savings to your customers. Are you excited to see how GST 2.0 changes shopping and business in India? Share your thoughts below! 👇 #gst #indiaeconomy #cheapergoods #smartspending #consumerwins #businessimpact #taxupdate #economicboost #dailyshopping #savingsalert #gstupdate #indianshoppers #taxreform #economy2025 #gstbenefits #indiaconsumers #gstreform #marketupdate #shopandsave #financialnews #gstnews #economyboost2025

As covered by The Economic Times, Indians woke up to cheaper essentials and consumer goods as GST 2.0 rolled out, arguably the biggest tax reset since 2017. Essentials like milk, medicines, and insurance premiums, alongside cars and durables, are now lighter on the pocket, effectively handing the middle class a ₹2 lakh crore “coupon.” With perfect festive timing, this is not just household relief but also a deliberate demand stimulus.   The reform simplifies slabs, reduces compliance headaches for businesses, and, if the cuts are passed on fairly, delivers tangible relief even in rural and semi-urban India where price sensitivity is highest. Lower costs can ease inflationary pressures, boost sentiment, and push discretionary spending that has been subdued in recent quarters. But the story isn’t without fine print. An estimated ₹48,000 crore revenue hit could stretch both Centre and State budgets if higher consumption volumes don’t make up the gap. Add rising fuel and logistics costs, and there’s a real risk that the full benefit doesn’t trickle down to consumers as intended.   Ultimately, GST 2.0 is as much a political signal as an economic one: simplifying taxes, energising demand, and positioning consumption as the growth driver. Its success will hinge on transparent pass-through, fiscal discipline, and inflation management. If executed well, this could be the start of India’s most consumer-friendly tax regime yet. #LexEtAl #GST #IndianEconomy #TaxReforms #PublicPolicy #MiddleClassIndia #ConsumptionGrowth #FiscalPolicy #EaseOfDoingBusiness  

“GST 2.0: Relief for the Common Man, Rebalancing for the Premium” Today marks a big shift in India’s tax landscape. With GST 2.0 effective from September 22, 2025, hundreds of goods & services become more affordable — while luxury and “sin goods” are more clearly priced out. What’s changing: > Simplified slabs: now, mainly 5% and 18%, with 40% on select premium / sin items. > Everyday essentials (soaps, toiletries, food items, medicines) get tax relief. mint+2 > Smaller cars, TVs, ACs & more mid-tier goods get cheaper. Luxury vehicles, large bikes face the higher slab. mint+1 Why it matters: > Real savings for households. More consumption power = better mood, better demand. > Companies that adjust fast will gain customer trust. Price transparency and passing on benefits will be key. > Premium segments will need to justify their price not just by tax, but by product value, design, experience. Let me leave you with this: tax cuts are great, but trust is even more valuable. If brands don’t pass on the benefit, they risk losing credibility. 👉 What are you seeing around you—are shops / brands lowering prices already? Or is the benefit getting stuck somewhere? #GST #India #ConsumerGoods #TaxReform #MiddleClassRelief #BusinessStrategy

From grocery bills to green energy, GST 2.0 is rewriting the rules of India’s economy. 🧾 GST 2.0: What the Big Overhaul Means for Growth, Business & You India is rolling out its biggest GST reform since 2017, effective September 22, 2025. 🔑 Key Changes • Simplified GST slabs → 5% for essentials, 18% standard, 40% on luxury/sin goods • Daily essentials cheaper → many items zero-rated or taxed at 5% → relief in grocery bills & household expenses • Sectoral boost → automotive (small cars), appliances, cement, agriculture, green energy benefit from input tax reductions ⸻ 💡 Why It Matters • ✅ Boosts consumer spending & reduces inflation pressures • ✅ Makes business compliance simpler, especially for MSMEs • ✅ Strengthens India’s manufacturing competitiveness & supply chain depth • ⚠️ Luxury goods & states reliant on high GST revenues may feel the pinch #GST2.0 #IndiaEconomy #TaxReform #Business #Consumer #Innovation

𝐆𝐒𝐓 2.0: 𝐀𝐥𝐥 𝐭𝐡𝐚𝐭 𝐲𝐨𝐮 𝐧𝐞𝐞𝐝 𝐭𝐨 𝐤𝐧𝐨𝐰 In FY 2024, government had earned a total of Rs 𝐑𝐬 22.08 𝐥𝐚𝐤𝐡 𝐜𝐫𝐨𝐫𝐞 as GST. From 𝐒𝐞𝐩𝐭𝐞𝐦𝐛𝐞𝐫 22, 2025, GST 2.0 is launched (also called the GST Bachat Utsav) where a middle class man can save a lot on their earnings while premium luxury items have their GST raised upto 40%. Remember the concept in economics? "The rich is becoming richer, the poor is becoming poorer?" This wave of new GST slabs seem to finally bring contradiction to this concept, as the rich would pay the standard amount of tax, and the middle class people wouldn't have to pay huge taxes for necessary items. Things like medicines, stationery, clothing, and small vehicles would have savings in the slab of 7-12%. Individual insurance GST has been exempted from the effective date, which means a source of Rs 16,398 crore to government is directly exempted. Bikes and scooters (conditions apply) have GST slashed from 28% to 18% now. Tax rates on cement, sanitary pads, paint, footwear, TV and fridge had their GST in the slab rates of 13-30% which is now brought down to 0-19%. This is such a revolutionary step taken by the government just before the festive season starts. Inflation slashes down -> Increases purchasing power of individual -> Increase in demand -> Boosts consumption -> Increases production -> Generates jobs All in all, this new change in the economy of India is definitely going to impact the whole nation. But when I have just stated the positivity, every thing has a negative impact too. Tell me 1 thing you think is impacting the country negatively with GST 2.0 in the comments! #GST #EconomicChange #GSTBachatUtsav #InflationUpdate

𝐃𝐞𝐜𝐨𝐝𝐢𝐧𝐠 𝐆𝐒𝐓 𝐂𝐮𝐭𝐬 𝐓𝐡𝐫𝐨𝐮𝐠𝐡 𝐭𝐡𝐞 𝐀𝐁𝐂𝐃𝐄 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐋𝐞𝐧𝐬 India’s new GST reform (GST 2.0) is not just a tax policy change — it’s a catalyst for many strong secular investment themes. 🚗 𝐀𝐮𝐭𝐨𝐦𝐨𝐛𝐢𝐥𝐞𝐬 – Cars & 2-wheelers cheaper → mobility demand surge 🏦 𝐁𝐚𝐧𝐤𝐢𝐧𝐠/𝐅𝐢𝐧𝐚𝐧𝐜𝐞 – Lower insurance costs → more consumer income & financial flows 🛍️ 𝐂𝐨𝐧𝐬𝐮𝐦𝐞𝐫/𝐅𝐌𝐂𝐆 – Staples & personal care cheaper → stronger household spending 🛡️ 𝐃𝐞𝐟𝐞𝐧𝐜𝐞 – Input-cost benefits → domestic manufacturing push 💡 𝐄𝐥𝐞𝐜𝐭𝐫𝐨𝐧𝐢𝐜𝐬/𝐃𝐮𝐫𝐚𝐛𝐥𝐞𝐬 – Appliances, TVs, ACs cheaper → festive demand boost 🔍 𝐁𝐨𝐭𝐭𝐨𝐦 𝐥𝐢𝐧𝐞: GST 2.0 makes the ABCDE sectors attractive, growth-driven, and investor-friendly. 𝐀𝐥𝐰𝐚𝐲𝐬 𝐫𝐞𝐦𝐞𝐦𝐛𝐞𝐫: Every investor should make decisions based on their own risk appetite and financial goals. 👉 Connect with me to know how you can benefit from it — and invest in it. #InvestingInIndia #ABCDEOfInvesting #StockMarketIndia #WealthCreation #SmartInvesting #IndianEconomy #FinancialPlanning #InvestmentStrategy #RishitShah

FMCG firms might quietly raise base prices to protect margins. Automakers could cite “input costs” or “model upgrades” to offset tax cuts. The real question: will competition and festive-season demand force companies to pass on the full savings? If implemented honestly, GST 2.0 could ease household budgets and give India’s consumption story a powerful festive-season boost. Possible Roadblocks:- - FMCG brands may quietly bump up base prices to protect margins. - Carmakers could blame rising input costs or new model upgrades to absorb the tax cut. The real test will be whether festive-season demand and market competition push companies to pass on the full benefit. If executed with transparency, GST 2.0 could genuinely lighten household budgets and turbocharge India’s consumption story. #GOODSANDSERVICES #GST