- RBI cut the repo rate by 25 basis points to 5.25% in December 2025 meeting
- Rs 1 lakh crore open market operation purchases announced to maintain liquidity
- $5 billion rupee-dollar swap operations introduced to support currency stability
Alongside the rate cut, the RBI announced Rs 1 lakh crore in open market operation purchases and $5 billion rupee-dollar swap operations to maintain liquidity and support currency stability.
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Dolat Capital Report
In its December 2025 meeting, the Reserve Bank of India (RBI) delivered a surprise rate cut, reducing the repo rate by 25 basis points to 5.25%, marking one of the most dovish stances in recent years.
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The decision was unanimous, aimed at reinforcing growth levers amid softening exports, moderating industrial output, and slowing nominal GDP. Inflation, which hit a historic low in October due to falling food prices and easing core inflation, provided the MPC room to act decisively.
Alongside the rate cut, the RBI announced Rs 1 lakh crore in open market operation purchases and $5 billion rupee-dollar swap operations to maintain liquidity and support currency stability.
Dolat Capital noted that while odds of a cut had diminished ahead of the meeting, the RBI's language leaves scope for another reduction if conditions warrant.
Growth projections for FY26 were revised upward to 7.3%, while inflation estimates were lowered to 2.0%, signaling a supportive policy environment for the coming quarters.
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