Companies to Monitor: ITC, Maruti Suzuki, Vedanta, and JSW Cement - A List of 10 noteworthy stocks to keep tabs on

Headline: GST Rate Cuts Boost Auto Sector, Companies to Watch Announced

In a significant move, the GST council has approved a two-rate structure and slashed GST rates across sectors on September 3, 2025. One of the most impactful changes is the reduction of GST on smaller cars (less than 1200 cc) from 28% to 18%. This tax cut is expected to lower prices and boost demand, particularly for leading Indian car manufacturers specializing in small and affordable cars.

On September 4, 2025, stocks to watch in the auto industry include Maruti Suzuki, M&M, Tata Motors, Bajaj Auto, TVS Motor, and Eicher Motors, the makers of Royal Enfield bikes above 350 cc.

Other sectors also experienced GST rate reductions. For instance, GST on bikes below 350 cc has been reduced to 18%, and GST on tractors, soil preparation machinery, harvesters, and related equipment has been reduced to 5%.

Meanwhile, in the financial sector, the GST on individual life and health insurance has been exempted.

Elsewhere, Muthoot Microfin has approved the issuance of bonds of $15 million and non-convertible debentures (NCDs) aggregating up to Rs 150 crore on a private placement basis.

Bharat Heavy Electricals (BHEL) has accepted a Letter of Intent from MB Power, Madhya Pradesh, for the supply of boiler, turbine, and generator for the 800 MW Anuppur Thermal Power Project, with an estimated value of about Rs 2,600 crore.

In the corporate world, JSW Cement aims to reduce expenses by Rs 400 per tonne over the next two years through optimizing logistics, shifting to renewable energy, expanding the use of alternative fuels, and increasing the share of premium products. Yashovardhan Sinha, Chairman and Managing Director of Aditya Vision, offloaded a 5.1% stake in the company for Rs 300 crore through block deals on September 3.

However, the Union Environment Ministry has deferred a decision on Vedanta's proposal to divert forest land in Odisha's Rayagada and Kalahandi districts for the Sijimali Bauxite Mines due to unresolved issues over community consent, compensatory afforestation, and ecological risks.

Shares of life and health insurance companies, such as HDFC Life Insurance and SBI Life Insurance, will be in focus on September 4.

Zomato and Swiggy, the popular food delivery platforms, have begun experimenting with higher platform fees in select markets, testing charges at Rs 12 for Zomato and Rs 12.70 for Swiggy in some locations.

This news article provides a summary of the key developments in various sectors, with a focus on the GST rate cuts and their potential impact on the auto industry and other sectors.

Companies to Monitor: ITC, Maruti Suzuki, Vedanta, and JSW Cement - A List of 10 noteworthy stocks to keep tabs on