GST Cuts Unlock ₹96,000 Crore Boost: QSRs Lead Discretionary Spend Surge | Karan Taurani | ET Now #ETNOW
GST Cuts Unlock ₹96,000 Crore Boost: QSRs Lead Discretionary Spend Surge | Karan Taurani | ET Now
Karan Taurani analyzes GST cuts saving ₹48,000 crore, expanding consumer wallets with a 2x multiplier (₹96,000 crore). 50% flows to discretionary spends: QSRs like Jubilant Foodworks gain 4-5% EBITDA uplift; Nykaa sees 2-2.5% revenue boost from BPC/haircare cuts; staples, durables get mild premization.
#gstcuts2025 #consumerwallet #jubilantfoodworks #nykaagrowth #qsrboom #discretionaryspends #gstmultiplier #bpcsector #fashionuptick #alcobevoutlook #etnow
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