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SBI Research Predicts RBI Repo Rate Hikes in October, December to Combat Inflation

By Arth Vani Desk ยท 2026-09-11

SBI Research forecasts that the Reserve Bank of India (RBI) will likely increase the repo rate by 25 basis points (bps) in both October and December. These anticipated hikes aim to counter persistent inflation pressures in the Indian economy. The move would impact borrowing costs for banks and, subsequently, for retail consumers.

Key takeaways

Indian retail borrowers could face higher loan interest rates in the coming months, as SBI Research predicts the Reserve Bank of India (RBI) will raise its key repo rate by 25 basis points (bps) in both October and December. This forecast comes as the central bank continues its efforts to bring down inflation.

A 25 bps hike translates to a 0.25% increase in the repo rate, which is the rate at which commercial banks borrow money from the RBI. If these predictions hold true, it would mean a cumulative 50 bps increase by the end of the year, directly impacting the cost of funds for banks.

Impact on Retail Borrowers

The primary driver behind these anticipated rate hikes is the RBI's mandate to control inflation. High inflation erodes the purchasing power of consumers and can destabilize the economy. By increasing the repo rate, the RBI aims to reduce the money supply in the system, thereby cooling down inflationary pressures.

SBI Research's analysis suggests that despite previous rate hikes, inflation remains a concern, necessitating further monetary tightening. The RBI's Monetary Policy Committee (MPC) typically reviews economic indicators, including inflation, GDP growth, and global economic trends, before making decisions on interest rates.

For the average Indian household, this means carefully evaluating their borrowing needs and potentially adjusting their financial planning to account for higher interest payments. Savers, on the other hand, might find slightly more attractive returns on their fixed income investments.

This report is for informational purposes only and does not constitute financial or investment advice. Readers should consult with a qualified financial advisor before making any investment decisions.

Frequently asked questions

What is the repo rate?

The repo rate is the interest rate at which the Reserve Bank of India (RBI) lends money to commercial banks in India. It's a key tool for the RBI to control inflation and manage liquidity in the financial system.

How will a repo rate hike affect my existing home loan?

If your home loan is linked to an external benchmark like the repo rate, a hike will likely lead to an increase in your Equated Monthly Installment (EMI) as your interest rate will go up.

Will fixed deposit rates also increase?

Typically, when the RBI increases the repo rate, banks tend to raise their fixed deposit (FD) rates to attract deposits, offering savers potentially better returns.

Source: GNews Banking
Investments are subject to market risks. This article is for informational purposes only and not financial advice.