₹2 Lakh Crore Festive Boost: Sectors & Stocks to Watch, 19 Points

🎉 Festive Season 2025: ₹2 Lakh Crore Boost Expected | Top Stocks & Sectors to Watch

Key Highlights

1. Festive Season Demand Outlook

   • Begins Sept 22, 2025 (Navratri) → peak spending period until New Year.

   • Festive e-commerce GMV in 2024: ₹1.2 lakh crore, up 12% YoY (Redseer).

   • SBI Research: GST 2.0 may lift consumption by ₹2 lakh crore, despite ₹85,000 crore revenue loss.

2. GST Reform Impact (Effective Sept 22, 2025)

   • Old 4 slabs (5%, 12%, 18%, 28%) → New 2 slabs: 5% & 18%.

   • 40% GST for high-end cars, tobacco, cigarettes (lower than earlier effective ~50%).

   • Boosts affordability & consumption in auto, FMCG, retail, jewellery.

🚗 Automobiles Sector

3. Tax Cuts Driving Festive Buying

   • Small cars: GST cut to 18% (from 28%).

   • SUVs & luxury cars: 40% (down from 50%).

   • Bikes <350cc: 18% (down from 28%).

4. Industry Performance

   • Aug 2025: Passenger vehicle dispatches down 9% YoY → 3.21 lakh units.

   • Festive GST cut expected to revive sales.

5. Key Stocks to Watch

   • Maruti Suzuki, Mahindra & Mahindra, Tata Motors, Hyundai Motor India.

💍 Jewellery & Gems

6. Gold Performance 2025

   • Prices surged 40% YTD, hitting ₹1.14 lakh per 10g.

   • Outperformed NIFTY50 (+6.4%) & SENSEX (+5.06%).

7. Festive Demand Drivers

   • Peak demand during Dhanteras & Diwali.

   • Firms offer discounts on making charges to attract buyers.

8. Stocks in Focus

   • Titan, Kalyan Jewellers, Senco Gold, PC Jewellers.

🛒 FMCG, Consumer Durables & Electronics

9. Consumption Boost

   • Higher demand for packaged foods, snacks, personal care products.

   • Rural + urban consumption to support sales.

10. Key FMCG Stocks

    • HUL, ITC, Nestlé India, Britannia, Dabur, Godrej, Marico.

11. Consumer Durables & Electronics

    • Increased sales of appliances, electronics & smartphones.

    • Key Stocks: Voltas, Havells, Crompton, Blue Star, Whirlpool, Redington (Apple distributor).

🎨 Paints & Home Renovation

12. Home Makeover Trend

    • Seasonal spike in painting & renovation demand.

13. Stocks to Track

    • Paints: Asian Paints, Berger Paints, Kansai Nerolac, Indigo Paints.

    • Tiles: Kajaria Ceramics, Somany Ceramics, Orient Bell, Nitco.

🛍️ Retail Sector

14. Shopping Surge

    • Clothing, home décor & accessories peak sales during Navratri–Diwali.

15. Stocks to Watch

    • Trent, V-Mart Retail, ABFRL, Shoppers Stop, Reliance Retail, Raymond, DMart.

📱 New-Age & E-Commerce Stocks

16. Online Festive Boom

    • Heavy discounts drive demand in fashion, beauty, electronics, food delivery.

    • E-commerce GMV (2024): ₹1.2 lakh crore; expected higher in 2025.

17. Key Players

    • Nykaa (FSN E-Commerce Ventures) – Grand Navratri Sale.

    • Zomato, Swiggy – Surge in orders & quick-commerce (Blinkit, Instamart).

    • Urban Company – Demand for home cleaning & salon services.

✈️ Hospitality & Travel

18. Travel Surge

    • Higher bookings during holidays & home visits.

19. Stocks in Focus

    • Hotels: Indian Hotels, EIH, Lemon Tree, ITC Hotels, Leela (Schloss Bangalore).

    • Travel & tourism: TBO Tek, Thomas Cook India, ITDC, Ixigo, EaseMyTrip, IRCTC.

⚠️ Disclaimer (for The Profit India)

This article is for informational purposes only and not investment advice. Stock market investments are subject to risks including market volatility. Readers are advised to consult certified financial advisors before making investment decisions. The Profit India shall not be responsible for any financial losses incurred based on this report.