Market Outlook, Early September 2025

The GST Council has cleared a simpler two‑slab regime of 5% and 18% with wide‑ranging rate cuts effective September 22, including zero GST on individual life and health insurance, lower rates on small cars, two‑wheelers, durables and many essentials, and an 18% rate on cement to ease construction costs. It’s a clear push to revive consumption and lower compliance friction. With price points resetting into the festive window and companies guiding quick pass‑throughs, the street expects faster demand traction in entry autos, staples with deep rural reach, and building materials linked to housing and infra.  

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