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GST Rate Restructuring and Policy Updates

Sep 3, 2025

Summary

  • The GST Council, chaired by Union Finance Minister Nirmala Sitharaman, approved a dual tax rate structure of 5% and 18% at its 56th meeting on September 3, 2025.
  • The new rate slabs, removing 12% and 28%, will be effective from September 22, 2025, with a special 40% rate for luxury and sin goods to offset revenue losses.
  • No decision was made on compensation to states for revenue loss, though several Opposition-ruled states demanded it.
  • Additional measures discussed include tax rate reductions for footwear and apparel, potential health insurance tax relief for senior citizens, faster MSME registration, and a seven-day timeline for refund clearances under inverted duty structures.

Action Items

  • None specified in the transcript.

Dual Tax Rate Structure Approval

  • The GST Council approved a dual tax rate structure, replacing the previous four-rate system with just two slabs: 5% and 18%.
  • The 12% and 28% GST rate slabs have been removed.
  • The new rates will take effect from September 22, 2025.
  • A new 40% slab for luxury and sin goods has been introduced to partially offset the estimated Rs 93,000 crore revenue shortfall, potentially adding Rs 45,000 crore to the exchequer.
  • The decision was reached by consensus, with no voting required among Council members.

Compensation to States for Revenue Loss

  • No decision has been taken on compensation to states for loss of revenue due to the rate restructuring.
  • Eight Opposition-ruled states, including Himachal Pradesh, Jharkhand, Kerala, Punjab, Tamil Nadu, Telangana, West Bengal, and Karnataka, have requested compensation or an estimation of the likely loss.

Additional Measures and Rate Reductions

  • The GST Council is likely to have approved reducing the tax rate on footwear and apparel priced up to Rs 2,500 from previous higher slabs to 5%.
  • Currently, these items are taxed at 5% up to Rs 1,000 and 12% above Rs 1,000.
  • Consideration is being given to exempting health insurance premiums for senior citizens and reducing rates on life-saving drugs.
  • Health insurance premiums may be placed in a lower tax slab to benefit taxpayers.
  • Registration process for Micro, Small, & Medium Enterprises (MSMEs) is set to be streamlined to be completed within three days, down from several weeks.

Refunds and Duty Structures

  • The Council agreed to clear pending refunds under the inverted duty structure for industries such as textiles, pharma, chemicals, and fertilisers within seven days.

Decisions

  • Approved dual GST rate structure of 5% and 18% — adopted by Council consensus to simplify the regime and boost compliance, while introducing a 40% slab for luxury and sin goods to partially offset anticipated revenue loss.
  • No decision on GST compensation for states — deferred due to lack of consensus and ongoing demands from Opposition-ruled states.

Open Questions / Follow-Ups

  • Will compensation for states' revenue losses be granted, and if so, what will be the quantum and methodology?
  • What is the official estimation of revenue loss for each state post-rate restructuring?
  • Will the discussed exemptions for health insurance (senior citizens) and life-saving drugs be formally announced?
  • When will the detailed operational guidelines for expedited MSME registration and seven-day refund clearances be released?