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FININTELHUB · INDIA MACRO DATA · BOP & EXTERNAL DEBT
Macro Indicators

India Balance of Payments & External Debt

Quarterly Data · BOP: Q1 FY 2024‑25 to Q4 FY 2025‑26 (incl. FY24‑25 annual) · External Debt: Mar‑23 to Dec‑25 (12 quarters) · Source: Reserve Bank of India (RBI)

Current Account (Q4 FY26)
+$7,081 Mn
▲ Swung to surplus from ‑$15,490 Mn
Financial Account (Q4 FY26)
‑$8,437 Mn
▼ Net outflow vs +$16,662 Mn prior qtr
Gross External Debt (Dec‑25)
$765.5 Bn
▲ +22.7% since Mar‑23
Short‑Term Debt Share (Dec‑25)
19.7%
— vs 20.6% in Mar‑23 (broadly stable)
Current Account Balance (FY24‑25)
‑$22,947 Mn
Deficit — financed by capital inflows
Financial Account Balance (FY24‑25)
+$21,738 Mn
Net capital inflows nearly offset the CAD
Gross External Debt Growth
+$141.6 Bn
Mar‑23 → Dec‑25 (12 quarters)

Current Account vs Financial Account

US$ Million · Quarterly · Q1 FY25 – Q4 FY26

Gross External Debt Position

US$ Billion · Quarterly stock · Mar‑23 – Dec‑25

Source: RBI Balance of Payments Statistics & RBI Quarterly External Debt Statistics · Last updated: Q4 FY 2025‑26 (BOP) / Q3 FY 2025‑26 (Debt)
Analyst Note

India's external position through FY25‑26 shows a current account that swung between deficit and surplus on a quarterly basis, closing FY24‑25 with a modest deficit of $22,947 Mn before recording a $7,081 Mn surplus in Q4 FY25‑26 — helped by a narrower goods deficit and resilient services exports. The financial account has generally offset the current account gap through FDI and portfolio flows, though Q4 FY25‑26 saw a net financial outflow of $8,437 Mn even as the current account turned positive. Meanwhile, gross external debt has climbed steadily and without interruption across all 12 quarters, rising from $623.9 Bn in Mar‑23 to $765.5 Bn in Dec‑25 — a 22.7% increase — while the short‑term share of debt has stayed range‑bound near 20%, suggesting the debt build‑up has been financed predominantly through longer‑tenor liabilities rather than a rollover‑risk‑heavy short‑term mix.

Goods Balance (Q4 FY26)
‑$83,433 Mn
Narrower deficit vs ‑$95,870 Mn (Q3)
Services Balance (Q4 FY26)
+$60,356 Mn
▲ +5.0% vs $57,486 Mn (Q3)
Secondary Income / Remittances (Q4 FY26)
+$41,266 Mn
▲ +17.4% vs $35,154 Mn (Q3)

Goods, Services & Income Components

US$ Million · Quarterly · Q1 FY25 – Q4 FY26

Current Account Balance

US$ Million · Quarterly · Surplus vs deficit

Source: RBI Balance of Payments Statistics · Last updated: Q4 FY 2025‑26
Analyst Note

The merchandise trade deficit remains the dominant drag on India's current account, running between $59 Bn and $96 Bn a quarter over the period, while a structurally strong services surplus — averaging roughly $50,000 Mn per quarter and led by software and business services exports — offsets more than half of the goods gap. Secondary income, dominated by inward remittances, has been the most consistent positive contributor, ending the period at $41,266 Mn in Q4 FY25‑26, its highest reading in the dataset. Primary income (investment income and dividend outflows) stayed persistently negative, reflecting India's net external liability position.

Balance of Payments — Full Quarterly Series (US$ Million)
Click any column header to sort. FY24‑25 column is the annual total of the four preceding quarters.
Direct Investment in India, net (Q4 FY26)
+$11,594 Mn
▲ vs $4,087 Mn (Q3)
Portfolio Investment, net (Q4 FY26)
‑$12,047 Mn
Continued net outflow, 3rd straight quarter
Trade Credit & Advances (Q4 FY26)
‑$3,437 Mn
vs +$13,287 Mn (Q3)

Financial Account Components

US$ Million · Quarterly · Q1 FY25 – Q4 FY26

Financial Account — Net Balance

US$ Million · Quarterly · Net inflow vs outflow

Source: RBI Balance of Payments Statistics · Last updated: Q4 FY 2025‑26
Analyst Note

FDI into India (Direct Investment in India) has stayed positive throughout the dataset and was the single largest, most stable inflow line, peaking at $13,914 Mn in Q1 FY25‑26. Outbound Indian direct investment has been a consistent net outflow of roughly $6,300–9,700 Mn a quarter. Portfolio flows have been the most volatile line, swinging from a $19,850 Mn inflow in Q2 FY24‑25 to a $12,121 Mn outflow the very next quarter, reflecting FPI sensitivity to global rate and risk‑appetite shifts. The overall financial account turned negative in Q4 FY25‑26 (‑$8,437 Mn) — only the second negative quarter in the series — driven by weak portfolio flows and a reversal in trade credit.

Gross External Debt (Dec‑25)
$765.5 Bn
▲ +2.5% vs Sep‑25 ($747.2 Bn)
Long‑Term Debt (Dec‑25)
$614.8 Bn
80.3% of gross external debt
Short‑Term Debt (Dec‑25)
$150.8 Bn
19.7% of gross external debt

Gross External Debt Position — 12‑Quarter Trend

US$ Billion · Mar‑23 – Dec‑25

Short‑Term vs Long‑Term Debt

US$ Billion · Stacked · Mar‑23 – Dec‑25

Source: RBI Quarterly External Debt Statistics · Last updated: Q3 FY 2025‑26 (Dec‑25)
Analyst Note

India's gross external debt has risen every single quarter in the dataset with no reversal, climbing from $623.9 Bn in Mar‑23 to $765.5 Bn in Dec‑25 — a cumulative increase of $141.6 Bn (22.7%). The Dec‑25 quarter alone added $18.3 Bn, the largest single‑quarter jump in the series. Despite the steady rise in absolute debt, the short‑term share has remained broadly stable in a 19–21% band throughout, meaning the debt build‑up has been driven mainly by longer‑tenor borrowing — a comparatively less risky funding profile from a rollover standpoint.

External Debt — Full Quarterly Series by Sector & Maturity (US$ Million)
Click any column header to sort. Indented rows are short‑/long‑term sub‑components of the sector above them.
Other Sectors (Corporates), Dec‑25
46.7%
Largest single share of gross debt
Deposit‑Taking Corporations, Dec‑25
26.5%
Banks & deposit‑taking institutions
General Government, Dec‑25
22.0%
98%+ of this is long‑term

External Debt by Sector — 12‑Quarter Trend

US$ Billion · Stacked area · Mar‑23 – Dec‑25

Sector Composition — Dec‑25

Share of gross external debt, %

Source: RBI Quarterly External Debt Statistics · Last updated: Q3 FY 2025‑26 (Dec‑25)
Analyst Note

Non‑financial and financial corporates outside the banking system ("Other Sectors") make up the largest and fastest‑growing share of India's external debt, rising from $297.5 Bn in Mar‑23 to $357.3 Bn in Dec‑25 and now accounting for 46.7% of the total — driven mainly by non‑financial corporate borrowing. Deposit‑taking corporations (banks) form the second‑largest block at 26.5% and have grown steadily as well. General Government external debt has grown from $133.3 Bn to $168.7 Bn but its share of the total has drifted down slightly as corporate and bank borrowing has grown faster. Direct investment intercompany lending, while the smallest category at 4.8%, has also grown consistently every quarter, from $29.6 Bn to $36.8 Bn.

Sector Composition — Gross External Debt (US$ Million)
Click any column header to sort.
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