ITC fell 15%: What should investors do? | Tobacco Stocks Crash
ITC fell nearly 15% in two days. ₹70,000 crore of market value disappeared.
If you’re an investor, the real question is not why it fell but what changes from here.
In this video, we break down ITC purely from an investor’s lens:
Why this tobacco tax hike is structurally different from past hikes
How the new GST + excise framework changes long-term visibility
Whether ITC can still pass on taxes without hurting volumes
Why cigarettes still drive the majority of ITC’s profits and cash flows
What institutional investors and funds are doing after the fall
How analysts are re-thinking earnings, margins, and demand
And most importantly - what risks investors should watch next
This is not panic commentary.
This is about understanding policy risk, business strength, and valuation reality so you don’t react emotionally.
Chapters:
0:00 - Tobacco tax hike news
0:58 - What really happened? - GST Hike explained
1:23 - How ITC dealt with the tax changes in 2017?
2:45 - GST Hike on Tobacco stocks - New changes
5:12 - What should investors do? - ITC Stock analysis
8:50 - What are analysts saying about ITC?
10:27 - Bloopers
⚠️ Disclaimer:
This video is for educational purposes only. Not investment advice.
📌 If you hold ITC, are thinking of buying the dip, or track dividend stocks- this video is for you.
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