10 Stocks You Can Bet On To Play The GST Theme

8/1/2016
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10stocksyoucanbetontoplaythe
GSTtheme
PostaComment
ByRajeshMascarenhas,ETBureau|Aug01,2016,10.52AMIST
READMOREONpidilite|Indirecttax|Gati|ExideIndustries|DishTV|CromptonGreaves
TheGoodsandServicesTax(GST)bill,
whichhasbeenpendingformanyyears,is
likelytobepassedinthecomingsessionof
Parliament.
Thebill,whichaimstosimplifytheindirect
taxregime,willbea'gamechanger'forthe
countryanditsimplementationwillbeabig
positiveforlongtermgrowth,accordingto
analysts.Alotofpositionshavebeenbuilt
upoverthelastfewdayshopingthatthe
passageofthebillwouldbringcheertothe
market.
SectorslikeFMCG,auto,cement,light
electrical,multiplexes,retailandlogistics
couldbesomeofthekeybeneficiariesof
India'sbiggesttaxreform.Hereisalistof10
stocksthatcanbenefitfromthe
implementationofGST:
RELATEDCOMPANIES
VGuard
pidilite
Gati
EXPAND
59.35(3.73%)
1.50(0.21%)
1.80(0.98%)
EXPANDTOVIEWALL
ACC
UnderGST,indirecttaxoncementis
expectedtocomedown.Whileafallofeffectiveratesandsupplychaincostswillbring
tangiblebenefitstothesector,itwouldbemorepositiveforACC BSE0.21% ,where
earningssensitivitywillbehigher,assuminghomogenousbenefitsintaxation.
CenturyPlyboards
Companycurrentlypaysaverageindirecttaxrateof26.5%whichwillpartlyaidmargin
expansionandgainfromshiftoftradefromtheunorganisedtotheorganisedsegment.
CenturyPlyshouldbenefitfromtheshiftinconsumerpreferencetowardsbranded
products.
CromptonGreavesConsumer
Crompton BSE0.06% wouldbenefitfromtheshiftfromtheunorganisedtotheorganised
sectorpostGST.Fanswhichmakeup45%ofsalesforCGCELhas25%ofsalesfrom
theunorganisedsectorwhilelightingwhichisthesecondlargestcategory(30%ofsales)
has40%sales.
http://economictimes.indiatimes.com/markets/stocks/news/10stocksyoucanbetontoplaythegsttheme/articleshow/53483070.cms?utm_source=facebook
1/7
8/1/2016
DishTV
CurrentlytheeffectivetaxratefortheDTHprovidersrangesbetween20%&21%.After
GST,theblanketratewouldapplyat1820%whichislowerthancurrenttaxrateforthe
DTHprovider.DishTV BSE1.60% willbeabletoretainhigheravailabilityofinputcreditson
settopboxes.fromtheunorganisedsector.
ExideIndustries
Thebatterysegmentwouldbenefitfromreductionincostdisadvantagevisavis
unorganisedplayerswhichisabout4550%ofreplacementmarket.Also,fortheCV
segment,whereunorganisedplayersaremuchmoreprevalent,fleetoperatorscanclaim
offsetforGSTpaidonbatteries.
Gati
GSTwillleadtolowertransittimeandtherebygeneratehighertruckutilisation,boost
demandforhightonnagetrucksandleadtoloweroveralltransportationcosts.Itwill
facilitateseamlessinterstateflowofgoods,whichisexpectedtodirectlyaccelerate
demandforlogisticsservices.Gati BSE0.98% willwitnesshighervolumegrowth.
HeroMotocorp
GSTwillbring8%reductioninonroadpricesforentrylevelsegmentandexecutive
segment.Thiswouldimproveaffordabilityandexpandmarket.Theeffectivetaxrateis
currentlydivergedandstandsintherangeof3047%.ForcompanieslikeHero
MotoCorp,GSTwillalsoreducethesupplychaininventorycostandthelogisticscostby
3040%.
Pidilite
ForPidilite,grosseffectivetaxratesareexpectedtofallsignificantly.Pidilite BSE0.21%
rarelyinitiatespricecutsandthesavingsontaxwoulddrivemarginexpansion.PostGST,
itwouldalsobenefitfromgradualreductionincompetitionfromunorganisedplayersdue
toreductionofpricinggap.
TCI
Companywillbenefitfromincreasedthirdpartylogisticsbusiness.Itisalreadycateringto
inboundautologisticsandalsowillgethighervolumesforitsexpresslogisticssegment.
WithGST,allplayerswillbebroughtunderauniformtaxbase,shiftingvolumesto
organisedplayers.
VGuard
Organisedmarketonablendedbasisaccountsfor60%oftotaladdressablemarketsize,
whichshouldseefurtherincreaseduetotheshiftfromunorganisedtoorganisedon
accountofstrongbrandanddistributionofVGuard.Currenteffectivetaxrateisdiverge
betweentherangeof730%consumerdurablesector.
2/7
8/1/2016
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10 Stocks You Can Bet On To Play The GST Theme

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8/1/2016

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Youarehere: ETHome Markets Stocks News

51.40 8.55 19.95

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