Even two months after GST 2.0 reforms kicked in, the expected rally in consumption stocks hasn’t arrived. Over half of the listed consumption names are still in the red. Analysts say the real financial impact will only show up in Q3 and Q4 of FY26 as volumes and earnings start catching up. Here’s a deep dive into what’s happening.

Even two months after GST 2.0 reforms kicked in, the expected rally in consumption stocks hasn't arrived. Over half of the listed consumption names are still in the red.

Why haven't consumption stocks priced in the GST 2.0 boost yet? When to expect the upside?

Why haven’t consumption stocks priced in the GST 2.0 boost yet? When to expect the upside?

Ola Electric on Monday announced the nationwide rollout of its in-app service appointment feature under its Hyperservice initiative, enabling customers to seamlessly schedule service for their vehicles.
The new feature strengthens the company's commitment to delivering a transparent, convenient, and customer-first service experience.
Designed to offer greater ease and accessibility, the in-app booking system allows users to choose preferred service slots, track service status, and manage all service-related needs directly within the Ola Electric app, the company said in a statement.
By bringing the entire service journey onto a unified platform, customers can eliminate the hassles of traditional service booking methods, it added.
The feature also assures customers of genuine, high-quality parts and standardised service processes.
"Our vision under the Hyperservice initiative is to offer world-class experiences that are rooted in trust, convenience, and transparency. With the launc

The new feature strengthens the company's commitment to delivering a transparent, convenient, and customer-first service experience

Press Trust of India

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Two select committees were on Monday granted more time by the Lok Sabha to submit their reports on the insolvency law and Jan Vishwas provisions amendment bills.
The matters were taken up amid Opposition din over the issue of Special Intensive Revision (SIR) of electoral rolls.
The House has allowed time till the last day of the Winter session for a select committee to present its report on the Insolvency & Bankruptcy Code (Amendment) Bill, 2025.
The bill was referred to the committee on August 12 immediately after introduction in the Lower House. The bill seeks to amend the insolvency law, proposing a raft of amendments, including an out-of-court mechanism to address genuine business failures, group and cross-border insolvency frameworks.
On Monday, Lok Sabha also gave time up to the last day of the second week of the Winter session for another select committee to present its report on the Jan Vishwas (Amendment of Provisions) Bill, 2025.
The government had introduced the bill on

The House has allowed time till the last day of the Winter session for a select committee to present its report on the Insolvency & Bankruptcy Code (Amendment) Bill, 2025

Lok Sabha proceedings were adjourned till 2 pm on Monday amid Opposition protests demanding a discussion on the Special Intensive Revision (SIR) of electoral rolls.
The first day of the Winter Session, which will have 15 sittings, saw two adjournments till 2 pm. The proceedings went on for around 12 minutes after the House reconvened at 12 noon following an earlier adjournment.
Several Opposition members trooped into the Well shouting slogans and protesting over SIR, as they have been demanding a debate on the issue.
During the 12 minutes of the Zero Hour, Finance Minister Nirmala Sitharaman introduced three bills besides tabling supplementary demands for grants for 2025-2026.
Two bills to levy excise duty on tobacco and tobacco products, as well as a new cess on the manufacture of pan masala, were introduced. They are the Central Excise (Amendment) Bill, 2025, and the Health Security and National Security Cess Bill, 2025.
The Manipur Goods and Services Tax (Second Amendment) Bill

The first day of the Winter Session, which will have 15 sittings, saw two adjournments till 2 pm. The proceedings went on for around 12 minutes after the House reconvened at 12 noon

Healthcare industry body NATHEALTH has asked the government to increase public spending on healthcare to over 2.5 per cent of GDP with urgent action to tackle non-communicable diseases, including tax deductions of up to Rs 10,000 on individuals for preventive health check-ups.
In its pre-Budget recommendations to the government, NATHEALTH said it outlined a roadmap to strengthen healthcare delivery, foster innovation, and expand insurance and preventive coverage.
The recommendations call for a balanced mix of fiscal support, structural reforms, and public-private collaboration to build a robust, future-ready health system, it said in a statement.
In its recommendations, NATHEALTH asked the sector to be declared 'core infrastructure' and create a healthcare infrastructure fund of Rs 50,000 crore, saying currently there is limited access to long-term, lower-cost capital for hospitals and diagnostic networks.
New projects have long gestational periods requiring flexible mid-term ...

In its pre-Budget recommendations to the government, NATHEALTH said it outlined a roadmap to strengthen healthcare delivery, foster innovation, and expand insurance and preventive coverage

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Why haven’t consumption stocks priced in the GST 2.0 boost yet? When to expect the upside?

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