VSTIND.NSEVST Industries Ltd.
VSTIND.NSE
VST Industries Ltd.127
Godfrey Phillips India shares rocket 31% in just 3 sessions! Here’s what’s fuelling the rally
Shares of cigarette maker Godfrey Phillips India surged over 6% on Thursday to hit Rs 2,635 on the BSE, extending a three-day winning streak that has pushed the stock up 31%.The sharp rise follows media reports indicating that companies have raised prices to pass on higher costs to consumers. The price hikes are aimed at offsetting the recent excise duty increase, reducing the expected EBIT decline to around 2%, compared with earlier estimates of 8–15%.Godfrey Phillips India has raised the price of Marlboro Compact from Rs 9.5 per stick to Rs 11.5 per stick, according to a news report. ITC is likely to raise cigarette prices by 20–40% across brands, with fresh shipments expected to reach the market soon. Retailers are also selling existing inventory at higher prices.These developments follow the government's notification ending the GST compensation cess and rolling out a new tobacco tax regime on February 1, as reported by ETNow.Under the new framework, excise duties on cigarettes were restructured to a range of Rs 2,050 to Rs 8,500 per 1,000 sticks, alongside a 40% GST.
cityfalcon.com·1mo ago
Brief India: EV(E2W) Market Share War: Who Will Gain From the Consolidating Market? and more
In this briefing: EV(E2W) Market Share War: Who Will Gain From the Consolidating Market? Happy New Year: Summarising Top Ideas for 2026 Ather Energy ~ Will The Company Be Able to Sustain 40% QoQ Growth In Q3? Indian Steel: Safeguard Duty Unleashed— A 12% Firewall for the Domestic Bull Run ITC: Tobacco Volumes to Be Impacted by Increased Taxes; Uncertainty Ahead 1. EV(E2W) Market Share War: Who Will Gain From the Consolidating Market? TVS Motor (TVSL IN) leads the 2W EV market with 26.14% share, followed by Bajaj Auto Ltd (BJAUT IN) at 19.56%, as legacy players overtakes early startups in late 2025. TVS bets on reliability, Bajaj on metal heritage, Ather on tech maturity, Hero on rural distribution, and Ola on vertical cell manufacturing. We expect market consolidation as operational efficiency and robust service networks favor established giants, while capital intensive rivals face significant quality and scalability hurdles. 2. Happy New Year: Summarising Top Ideas for 2026 In this note, we summarise our top high conviction ideas for 2026 Delhivery, Edelweiss and JSW Energy are out top ideas for the year.
cityfalcon.com·3mo ago
Brief India: Happy New Year: Summarising Top Ideas for 2026 and more
In this briefing: Happy New Year: Summarising Top Ideas for 2026 Ather Energy ~ Will The Company Be Able to Sustain 40% QoQ Growth In Q3? Indian Steel: Safeguard Duty Unleashed— A 12% Firewall for the Domestic Bull Run ITC: Tobacco Volumes to Be Impacted by Increased Taxes; Uncertainty Ahead Exencial Industry Tidings 01/01/2026 1. Happy New Year: Summarising Top Ideas for 2026 In this note, we summarise our top high conviction ideas for 2026 Delhivery, Edelweiss and JSW Energy are out top ideas for the year. We expect stocks like BlueJet and Sammaan Capital that have not performed well in recent months to pull back in the coming months 2. Ather Energy ~ Will The Company Be Able to Sustain 40% QoQ Growth In Q3? Ather Energy (1207922D IN) is a leading vertically integrated EV manufacturer , rapidly capturing market share through distribution expansion and the success of its affordable Rizta scooter series. Operational growth is driven by massive retail scaling, value engineering via the EL platform, and strategic penetration into high-potential markets like Middle India.
cityfalcon.com·3mo ago
Brief India: Ather Energy ~ Will The Company Be Able to Sustain 40% QoQ Growth In Q3? and more
In this briefing: Ather Energy ~ Will The Company Be Able to Sustain 40% QoQ Growth In Q3? Indian Steel: Safeguard Duty Unleashed— A 12% Firewall for the Domestic Bull Run ITC: Tobacco Volumes to Be Impacted by Increased Taxes; Uncertainty Ahead Exencial Industry Tidings 01/01/2026 Kiri Industries 2.0: From Courtroom Drama to a Copper Powerhouse 1. Ather Energy ~ Will The Company Be Able to Sustain 40% QoQ Growth In Q3? Ather Energy (1207922D IN) is a leading vertically integrated EV manufacturer , rapidly capturing market share through distribution expansion and the success of its affordable Rizta scooter series. Operational growth is driven by massive retail scaling, value engineering via the EL platform, and strategic penetration into high-potential markets like Middle India. We project a 21% QoQ robust 71% YoY revenue growth in Q3FY26. Although it's crucial to know will the stock be able to maintain it's momentum at this premium valuation. 2. Indian Steel: Safeguard Duty Unleashed— A 12% Firewall for the Domestic Bull Run On 31-Dec-25, the Indian government notified a three year safeguard duty on flat steel imports, starting at 12% in Year 1 to counter predatory pricing from China and Vietnam.
cityfalcon.com·3mo ago
Brief Growth Ideas: Primer: Figma (FIG US) - Jan 2026 and more
In this briefing: Primer: Figma (FIG US) - Jan 2026 MiniMax Hong Kong IPO Valuation Analysis Update on Hive Box Holdings IPO Process Primer: Maj Cineplex Ls Lease Prop F (MJLF TB) - Jan 2026 ITC: Tobacco Volumes to Be Impacted by Increased Taxes; Uncertainty Ahead 1. Primer: Figma (FIG US) - Jan 2026 Figma has established a dominant market position in the UI/UX design space, driven by its pioneering web-native, real-time collaborative platform. This has created strong network effects and high switching costs for embedded enterprise clients. The company is demonstrating robust financial growth, having surpassed $1 billion in annual recurring revenue (ARR) with a 40% year-over-year growth forecast for FY25. This is propelled by expanding its user base beyond designers to include developers, product managers, and marketers. Strategic expansion into adjacent markets with products like FigJam (whiteboarding) and Figma Slides, coupled with significant investment in AI capabilities, presents substantial opportunities for future growth.
cityfalcon.com·3mo ago
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