The Monetary Policy Committee (MPC) concluded its February meeting by maintaining the benchmark repo rate at 5.25%. This decision marks a pause following a 25-basis-point reduction in December 2025, underscoring the central bank's focus on stability. Governor Sanjay Malhotra elaborated on the rationale, highlighting the robust health of India's macroeconomic fundamentals, which he described as significantly improved since the last policy review. This stability is a cornerstone for managing inflation while supporting growth.
Malhotra also projected strong confidence in the nation's external sector, assuring that all financial obligations would be met with ease. He pointed to India's substantial foreign exchange reserves, which more than double the country's short-term external borrowings, as a critical buffer. These reserves provide a comfortable cushion for the economy against external shocks.
Managing Liquidity and Policy Transmission
The RBI's commitment to ensuring sufficient liquidity for the economy's productive needs was reiterated. Governor Malhotra confirmed the availability of multiple tools, including Variable Rate Repo (VRR) operations and Open Market Operations (OMOs), to manage money supply effectively. A key objective remains the smooth transmission of monetary policy across all financial segments, though the central bank noted that policy transmission on the deposit side is slower, anticipating a eventual decrease in fixed deposit rates. The RBI also committed to compensating fraud-hit customers up to ₹25,000 or 85% of the total amount, provided the transaction was not malicious.