GST Reductions in Descending Order with
Listed Companies:
18% GST Drop (From 18% to 0%):
1-2. Individual Health & Life Insurance Maps, Charts & Globes:
Insurance: ICICI Prudential Life (ICICIPRULI), SBI Life (SBILIFE), HDFC Life (HDFCLIFE), Max Life (MAXLIFE), LIC of India (LICI)
Maps/Educational: No major listed companies in this specific segment
13% GST Drop (From 18% to 5%):
3. Hair Oil, Shampoo, Toothpaste, Toilet Soap, Tooth Brushes, Shaving Cream:
Hindustan Unilever (HINDUNILVR) - Clinic Plus, Pepsodent, Lifebuoy, Lux
ITC (ITC) - Vivel, Savlon, Fiama
Colgate-Palmolive (COLPAL) - Colgate toothpaste & toothbrushes
Dabur India (DABUR) - Dabur Red, Vatika hair oil
Marico (MARICO) - Parachute hair oil, Saffola FITTIFY Gourmet
Godrej Consumer (GODREJCP) - Good Knight, Cinthol
Emami (EMAMIELTD) - BoroPlus, Navratna oil
Bajaj Consumer Care (BAJAJCONS) - Bajaj Almond Drops hair oil
12% GST Drop (From 12% to 0%):
4-5. Pencils, Sharpeners, Crayons, Exercise Books & Notebooks:
ITC (ITC) - Classmate notebooks, pens
Navneet Education (NAVNETEDUL) - Notebooks, stationery
Kokuyo Camlin (KOKUYO) - Crayons, pencils, stationery
Doms Industries (DOMS) - Pencils, erasers, sharpeners
10% GST Drop (From 28% to 18%):
6-14. Automobiles (Cars, 3-Wheelers, Motorcycles, Commercial Vehicles) Electronics:
Automobiles:
Maruti Suzuki (MARUTI) - Small cars, CNG vehicles
Hyundai Motor India (HYUNDAI) - Compact cars, CNG variants
Tata Motors (TATAMOTORS) - Commercial vehicles, 3-wheelers
Mahindra & Mahindra (M&M) - Commercial vehicles, 3-wheelers
Bajaj Auto (BAJAJ-AUTO) - 3-wheelers, motorcycles
Hero MotoCorp (HEROMOTOCO) - Motorcycles under 350cc
TVS Motor (TVSMOTOR) - Motorcycles, 3-wheelers
Eicher Motors (EICHERMOT) - Commercial vehicles (VE Commercial)
Ashok Leyland (ASHOKLEY) - Commercial vehicles
Force Motors (FORCEMOT) - Commercial vehicles
Electronics:
Blue Star (BLUESTARCO) - Air conditioners
Voltas (VOLTAS) - Air conditioners
Havells India (HAVELLS) - Air conditioners, appliances
Dixon Technologies (DIXON) - LED TVs, electronics manufacturing
Amber Enterprises (AMBER) - Air conditioners, components
Johnson Controls-Hitachi (JCHAC) - Air conditioners
7% GST Drop (From 12% to 5%):
15. Butter, Ghee, Cheese & Dairy:
Amul (Gujarat Cooperative Milk Marketing Federation) - Not listed
Mother Dairy - Not listed
Heritage Foods (HERITGFOOD) - Dairy products
Dodla Dairy (DODLA) - Dairy products
Hatsun Agro (HATSUN) - Dairy products
Kwality (KWALITY) - Dairy products
16. Pre-packaged Namkeens, Bhujia & Mixtures:
Haldiram Snacks Food - Not listed yet
ITC (ITC) - Bingo snacks
PepsiCo India - Not listed (subsidiary)
Britannia (BRITANNIA) - Some snack products
Parle Products - Not listed
Balaji Wafers - Planning IPO
17. Utensils:
TTK Prestige (PRESTIGE) - Kitchen utensils, cookware
Hawkins Cookers (HAWKINCOOK) - Pressure cookers, cookware
Wonderchef Home Appliances - Not listed
18. Feeding Bottles, Napkins for Babies & Clinical Diapers:
Johnson & Johnson India - Not separately listed
Unicharm India - Not listed
Nobel Hygiene (NOBEL) - Adult diapers, baby care
Ontex India - Not listed
19. Sewing Machines & Parts:
Singer India - Not listed
Usha International (USHA) - Sewing machines
Brother Industries - Not listed in India
20-24. Agricultural Equipment (Tractor Tyres, Tractors, Bio-Pesticides, Irrigation, Machinery):
Tractor & Agriculture:
Mahindra & Mahindra (M&M) - Tractors
TAFE (Tractors and Farm Equipment) - Not listed
Escorts Kubota (ESCORTS) - Tractors, farm equipment
Sonalika International - Not listed
Captain Tractors - Not listed
Tyres:
MRF (MRF) - Tractor tyres
Apollo Tyres (APOLLOTYRE) - Tractor tyres
Ceat (CEATLTD) - Tractor tyres
JK Tyre (JKTYRE) - Tractor tyres
Balkrishna Industries (BKT) - Off-highway tyres
Bio-Pesticides & Agriculture:
UPL (UPL) - Pesticides, crop protection
PI Industries (PIIND) - Pesticides, agro chemicals
Rallis India (RALLIS) - Pesticides, crop care
Insecticides India (INSECTICID) - Pesticides
Dhanuka Agritech (DHANUKA) - Pesticides
Irrigation:
Jain Irrigation (JISLJALEQS) - Drip irrigation systems
Netafim India - Not listed
Finolex Industries (FINPIPE) - PVC pipes for irrigation
25-29. Medical Equipment:
Poly Medicure (POLYMED) - Medical disposables
HiMedia Laboratories (HIMEDILAB) - Diagnostic kits
Trivitron Healthcare - Not listed
Agappe Diagnostics - Not listed
Transasia Bio-Medicals (TRANSASIA) - Diagnostic equipment
Bajaj Healthcare (BAJAJHIND) - Medical oxygen
Linde India (LINDEINDIA) - Medical gases
5% GST Drop (From 5% to 0%):
30. Eraser:
Kokuyo Camlin (KOKUYO) - Erasers, stationery
Doms Industries (DOMS) - Erasers, stationery products
Key Beneficiaries by Sector:
FMCG: Hindustan Unilever, ITC, Colgate, Marico, Dabur
Auto: Maruti, Hero MotoCorp, TVS Motor, Bajaj Auto
Electronics: Blue Star, Voltas, Dixon Technologies
Agriculture: Mahindra, UPL, PI Industries, MRF
Insurance: ICICI Prudential, SBI Life, HDFC Life
These companies should see direct benefit from reduced GST rates on their products.
Not a buy sell recommendation.