100% Excise Duty Under New Tobacco, Pan Masala, Cigarettes Law? | Markets Today

📌 In today’s Markets Today, we break down 3 major shifts — tobacco & pan masala par tax structure mein overhaul, Ashok Leyland ki accelerating rally & sector tailwinds, and the Meesho IPO that’s creating massive buzz AND concern for Indian e-commerce.

#1 🚬 Sin Goods Tax Reset
Govt ne GST compensation cess ko replace karne ke liye tobacco, pan masala aur nicotine products par excise + health security cess introduce kiya hai. Compensation cess jaa raha hai, but tax regime tight hi rahegi — revenue + public health dono ke liye ye major policy shift hai.

#2 🚚 Ashok Leyland’s Record Rally
Ashok Leyland ne all-time high touch kiya thanks to 29% YoY sales growth, GST 2.0 reforms, logistics upgrades, and commercial vehicle demand boom. Company ke fundamentals strong, macro + industry tailwinds also in play.

#3 🛍️ Meesho IPO: Boom or Risk?
India’s #1 e-commerce player by orders is gearing up for listing, but losses large hain. Small-town e-commerce domination iska biggest strength hai, but profitability visibility abhi thin. Market ka view: high-growth + high-risk bet.

00:00 - Coming Up
01:03 - Sin Goods Tax Latest Update
03:08 - Ashok Leyland Stock News
05:59 - Meesho IPO Latest News


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