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India’s Feb. 1 Cigarette Tax Hike Draws Warnings of Illicit Trade Surge

Trade groups cite past revenue losses to press for calibrated taxes with tougher enforcement.

Overview

  • Small retailers, the Swadeshi Jagran Manch, AICPDF and the Indian Sellers Collective warn steep increases could push consumers to smuggled and counterfeit cigarettes, hurting lawful sales.
  • India has previously seen illicit cigarettes reach 26.1% of the market, with estimated annual tax losses above Rs 23,000 crore.
  • Recent examples used as cautionary tales include BAT South Africa closing a plant under pressure from illegal sales and Azerbaijan detaining a former customs chief over tobacco smuggling.
  • Advocates urge balanced taxation, stronger border and customs action, and monitoring of digital channels to prevent long-term entrenchment of illegal supply chains.
  • Stakeholders say brick-and-mortar distributors already strained by e-commerce could see livelihoods eroded, while policymakers have not signaled a change to the scheduled hike.