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India's current account deficit widened to $4.2 billion in April-June 2026

First brief 2 Sep, 12:30 pm IST Updated 2 Sep, 12:30 pm IST 3 developments 3 min read Latest ↓
Containers stacked on a ship at Mundra port in Gujarat
Photo: Felix Dance / Wikimedia Commons · CC BY 2.0

Where it stands

On 1 September 2026 the Reserve Bank of India (RBI) released India's balance of payments for April-June 2026. The current account deficit was $4.2 billion, or 0.5 per cent of GDP. The deficit was $3.4 billion a year earlier. The merchandise trade deficit rose to $86.1 billion from $68.9 billion. Oil imports rose to $60.6 billion from $49.2 billion. Net services receipts rose to $51.6 billion. Remittances rose to $42.9 billion. Foreign portfolio investors took out a net $9.6 billion. The overall balance of payments was a deficit of $8.1 billion. Foreign exchange reserves fell by the same $8.1 billion. Reserves had risen by $4.5 billion a year earlier.

Background

The balance of payments records all money flows between India and other countries. The current account covers goods, services, investment income and remittances. India imports more goods than India exports. Services exports and remittances cover part of that gap. The rest is the current account deficit. The capital and financial account records investment flows and loans. Foreign exchange reserves rise or fall to balance the two accounts. The RBI publishes these numbers about two months after each quarter ends. The current account showed a surplus of $7.1 billion in January-March 2026. The full-year deficit for 2025-26 was $25.2 billion, or 0.6 per cent of GDP.

How it developed

  1. April to June 2026
    How it started

    The current account was in surplus in January-March 2026

    The RBI publishes India's balance of payments every quarter. The previous release came on 8 June 2026. The current account showed a surplus of $7.1 billion in January-March 2026. The surplus was 0.7 per cent of GDP. For the full year 2025-26 the deficit was $25.2 billion, or 0.6 per cent of GDP. Foreign portfolio investors took out a net $16.4 billion in 2025-26. A war in West Asia began on 28 February 2026. Crude oil rose from about $70 to about $122 a barrel within a month. April-June 2026 was the first full quarter after the war began.

  2. 1 September 2026
    New fact

    RBI: current account deficit $4.2 billion, trade gap $86.1 billion

    The RBI released the April-June 2026 balance of payments on 1 September 2026. The current account deficit was $4.2 billion, or 0.5 per cent of GDP. The merchandise trade deficit rose to $86.1 billion from $68.9 billion a year earlier. Oil imports alone rose to $60.6 billion from $49.2 billion. Net services receipts rose to $51.6 billion from $47.9 billion, led by computer, business and transport services. Remittances rose to $42.9 billion from $33.2 billion.

  3. 1 September 2026
    New fact

    Portfolio outflows pulled reserves down by $8.1 billion

    Foreign portfolio investors took out a net $9.6 billion in April-June 2026. FPIs had brought in a net $1.6 billion a year earlier. Foreign direct investment rose to a net $6.1 billion from $5.2 billion. External commercial borrowings brought in a net $3.3 billion, down from $4.4 billion. Foreign exchange reserves fell by $8.1 billion on a balance of payments basis. Reserves fell by $22.5 billion in total after a valuation loss of $14.4 billion on gold and currencies.

  4. 1 September 2026
    Settled

    Economists expect the deficit to widen later in 2026-27

    Business Standard quoted Icra chief economist Aditi Nayar on 1 September 2026. Nayar said the deficit widened due to the surge in commodity prices. Nayar said capital left India for the third quarter in a row. Icra expects the deficit to widen in the next two quarters. Icra expects the full-year deficit for 2026-27 at around 0.9 per cent of GDP. The RBI calls the April-June numbers preliminary, open to revision in later releases.

Why it matters for UPSC

GS3 · Indian economyGS3 · External sectorGS3 · Balance of payments

For GS3, remember that the balance of payments has two sides. The current account covers goods, services, income and transfers. The capital and financial account covers investment and loans. A current account deficit is not the same as a balance of payments deficit. In April-June 2026 the current account deficit was $4.2 billion. The balance of payments deficit was $8.1 billion. Portfolio outflows made the second number bigger than the first. A balance of payments deficit means reserves fell.

Key terms

Current accountThe current account is the record of India's trade with other countries. The current account counts goods, services, investment income and remittances. A textile exporter in Tiruppur adds to the credit side. A phone imported from China adds to the debit side. A deficit means more money went out than came in.
Balance of paymentsThe balance of payments is the full account of money flowing in and out of India. The current account is one part. The capital and financial account is the other part. The two parts rarely match exactly. Foreign exchange reserves rise or fall to fill the gap. The RBI publishes the balance of payments every quarter.
Merchandise trade deficitMerchandise means physical goods. India buys more goods from other countries than India sells abroad. The gap is the merchandise trade deficit. Oil products made up $60.6 billion of the $218 billion goods imports in April-June 2026.
Net services receiptsServices are things sold without a physical product. Software from Bengaluru, back-office work from Pune and shipping are services. Net services receipts are services exports minus services imports. India earns a large surplus on services. The surplus was $51.6 billion in April-June 2026.
Portfolio flows (FPI)Foreign portfolio investors (FPIs) buy shares and bonds in Indian markets. FPIs can sell and leave quickly. Money leaving is a portfolio outflow. FPIs took out a net $9.6 billion in April-June 2026. Foreign direct investment (FDI) is different. FDI builds factories and buys long-term stakes in companies.
Foreign exchange reservesForeign exchange reserves are the foreign currency and gold held by the RBI. The RBI can sell reserves to steady the rupee. Reserves fell by $8.1 billion in April-June 2026 on a balance of payments basis. Reserves fell by $22.5 billion after counting price changes in gold and currencies.
Sources (7)
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