🔹 ITC Share Price Update
On September 4, 2025, ITC Ltd. shares witnessed a strong rally in the stock market:
- BSE Price Surge: ITC shares jumped 3.4% to ₹425.70 intraday.
- NSE Performance: The stock gained around 1.06% to ₹415.85, reflecting strong investor interest.
- Previous Close: On September 3, ITC had already gained 1.19% to ₹411.50.
This sharp movement came after the GST Council’s latest policy announcement regarding tobacco taxation and FMCG goods.
🔹 Why ITC Shares Jumped
The rally in ITC shares can be attributed to two major developments:
- GST on Tobacco Products:
- Cigarettes and other tobacco products will continue under the existing 28% GST + compensation cess.
- A new 40% GST slab on retail prices will come only after loan obligations tied to compensation cess are cleared.
- This clarity removed investor fears of immediate tax shocks, lifting ITC’s stock price.
- GST Rate Cuts on Daily Essentials:
- GST on FMCG essentials reduced to 5%.
- Positive for ITC’s non-cigarette FMCG business (foods, packaged goods, personal care).
- Stronger demand expected in semi-urban and rural markets.
🔹 Analyst Opinions on ITC
- Jefferies View: ITC is among the biggest beneficiaries of the GST reforms. With strong festive demand ahead, ITC’s FMCG and tobacco portfolio looks poised for growth.
- Price Target: Analysts see an upside potential up to ₹495, indicating strong investor confidence.
- Investor Takeaway: Clarity on tobacco taxation reduces regulatory uncertainty, while FMCG tax cuts support revenue diversification.
🔹 ITC Share Price – Market Impact
| Date | Price (Approx.) | Key Driver |
|---|---|---|
| Sept 3, 2025 | ₹411.50 | Pre-policy rally |
| Sept 4, 2025 | ₹415–₹425.70 | GST clarity & FMCG demand boost |
| Analyst View | Target ~₹495 | Long-term bullish outlook for ITC stock |
🔹 What It Means for Retail Investors
- Short-Term: Expect ITC stock to remain volatile as investors digest GST changes.
- Medium-Term: FMCG demand revival and festive season may drive earnings growth.
- Long-Term: Diversification beyond tobacco remains ITC’s key strength.
Retail traders should track upcoming quarterly results and tax-related policy updates for further cues.
🔹 Conclusion
The ITC share price surge highlights how regulatory clarity can quickly shift market sentiment. With the dual boost of stable tobacco taxes and lower FMCG GST, ITC is well-positioned to benefit from both defensive (cigarettes) and growth (FMCG) segments.
📊 Investor Note: ITC remains a strong consumption-driven play, and analysts see further upside potential in the coming months.
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by Mirae Asset (m,Stock)
