FMCG Sector Ka Bura Haal! ITC Share Price Gira, Tax Hike Ka Pressure

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AuthorKavya Nair|Published at:
FMCG Sector Ka Bura Haal! ITC Share Price Gira, Tax Hike Ka Pressure
Overview

Arre bhaiyo, aaj FMCG sector mein to hahakaar mach gaya! BSE aur Nifty FMCG indices dono ne **52-week low** bana diya hai, aur sabse bada reason hai ITC ke share price mein aayi zabardast girawat. Sab cigarrete tax hike ki wajah se hua.

Cigerrette Tax Hike Ne ITC Ko Giraya, Poora Sector Pareshan

Dekho, jo latest news aa rahi hai, uske hisaab se FMCG sector ke indices, chahe woh BSE ho ya Nifty, dono hi May 2023 ke baad sabse neeche chale gaye hain. Isme 1.5% ki girawat dekhne ko mili. Hindustan Unilever (HUL), Radico Khaitan, Godrej Consumer Products, Dabur India, aur Marico jaise bade naam 2% se 3% tak gire. Kuch companies toh jaise ITC, Emami, Pantanjali, VST Industries aur Jyothy Labs ne toh apne 52-week low ko bhi tod diya.

Year-to-date, matlab 2026 mein ab tak, BSE FMCG index 7% gir chuka hai, jabki BSE Sensex sirf 4.8% gira hai. Yeh dikhata hai ki consumer staples sector par alag se pressure hai.

ITC Ke Share Price Ka Bura Haal

Is sab mein sabse zyada dukhi ITC hai. Company ka share price ₹302 ke multi-year low par pahunch gaya, jo 2.5% ki intraday girawat thi. Saal ki shuruaat se ab tak stock lagbhag 15% gir chuka hai, jabki HUL ne isi dauran sirf 1% ka gain dikhaya hai.

Axis Securities ke analysts keh rahe hain ki cigarrete par hue tax hike ke karan legal aur smuggled brands ke beech price gap badhega, jisse organised players ka market share kam ho sakta hai aur volume par bhi asar padega. Lekin unka yeh bhi kehna hai ki ITC ka long-term growth story abhi bhi theek hai, kyunki unke paas kai alag alag businesses hain.

Budget Ki Achhi Khabar: Dusri FMCG Companies Ko Fayda

Ek taraf jahan ITC pareshaan hai, wahi doosri taraf Union Budget 2026-27 mein kachha maal (raw material) supply ke liye achhi khabar aayi hai. Budget mein nariyal (coconut), kaju (cashew), aur badam (almond) jaise high-value crops ko support karne ke liye kuch schemes laayi gayi hain. Isse nariyal khareedne waali companies jaise Marico, Bajaj Consumer Care, aur Dabur India ko fayda ho sakta hai, kyunki copra ki supply badhegi. ICICI Securities ne bhi isko positive bataya hai.

Filhaal, market mein thoda recoveri hai, Sensex 0.5% aur Nifty 0.28% upar chal rahe hain. Lekin ITC aur dusre FMCG stocks par abhi tax hike ka asar dikh raha hai.

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