Indian States’ Macro-Fiscal Health


 

Introduction

The fiscal health of Indian States is a key determinant of development outcomes, as States collectively spend more than the Union Government on health, education, and welfare. The recent decadal analysis by the CAG highlights the post-pandemic fiscal stress, rising borrowings, uneven revenues, and the emerging welfare paradox.

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Trends in Fiscal Health

     2000s Deficit Phase: Many States ran high deficits, spending beyond revenues.

     2010s Recovery Phase: Reforms, GST compensation, and buoyant growth improved fiscal balance; some States even posted surpluses.

     Post-Pandemic Shock: Shrinking tax revenues and emergency spending pushed States back into stress.

 

Revenue Patterns

 


     Rich vs. Poor States: Maharashtra generated ~70% of receipts internally; Arunachal only 9%.

     Vertical Imbalance: Poorer States rely heavily on Union transfers (e.g., UP generated just 42% on its own despite a surplus).

     Volatile Sources:

     Kerala → Lotteries (₹12,000 cr in 2022-23)

     Odisha → Mining royalties (90% of non-tax income)

     Telangana → Land sales (~₹9,800 cr)

     Risks → lotteries depend on sales, royalties on global prices, and land cannot be sold twice.

 

Borrowing & Debt

 


 

     High-Borrowing States: Andhra Pradesh (35% of GSDP), Bihar (39%), Rajasthan (40%), Punjab (45%).

     Moderate-Borrowing States: Gujarat (~19–20%), Maharashtra (~20%), Odisha (~15%).

     Small States’ Stress: Nagaland, Mizoram, Manipur carry 40–60% debt-to-GSDP, despite small absolute numbers.

     Post-Pandemic Divergence:

     Andhra, Rajasthan, Telangana → continued high borrowing.

     Odisha, UP, Tripura → reduced borrowings.

     Karnataka, Kerala, Maharashtra → cut back after peak borrowing.

 

The Welfare Paradox

 


     Many States show surpluses on paper, but this is often due to:

     Central transfers and GST compensation.

     Off-budget borrowings and guarantees.

     Deferred costs (free power, farm waivers).

     Under-spending on welfare: Surpluses do not always translate into better schools, hospitals, or rural infrastructure.

     Populist vs. Fiscal Prudence: Schemes like PM-KISAN, Ujjwala, and Ayushman Bharat project welfare expansion, but actual State fiscal bases remain thin and borrowing-dependent.

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Challenges Ahead

1.    High debt-to-GSDP ratios in several States, limiting fiscal flexibility.

2.    Dependence on volatile revenues (lotteries, land, royalties).

3.    Vertical fiscal imbalance → poorer States over-dependent on Delhi.

4.    Populist pressures vs. fiscal prudence in welfare delivery.

 

Constitutional & Institutional Context

 


     Article 293: States can borrow, but subject to Union approval if indebted to the Centre.

     Finance Commission: Decides vertical and horizontal distribution of tax revenues → critical for addressing fiscal imbalances.

     FRBM Acts (Fiscal Responsibility and Budget Management): Both Centre and States are bound by fiscal deficit and debt targets → many States are breaching limits.

 

GST & Fiscal Autonomy

     Introduction of GST (2017) reduced States’ fiscal autonomy.

     States lost powers over key indirect taxes (VAT on goods).

     Dependence on GST Compensation Cess till 2022 → after expiry, many States face structural revenue gaps.

 

Federal Tensions in Fiscal Policy

 


     Vertical Fiscal Imbalance (VFI): Rich States fund themselves, poor States depend on transfers.

     Horizontal Imbalance: Variations in fiscal capacity even among States of similar size.

     Growing Centre-State tensions on GST compensation, centrally sponsored schemes, and cess-heavy taxation by Centre.

 

Macroeconomic Implications

     Rising debt burdens threaten India’s macroeconomic stability if left unchecked.

     High revenue expenditure (subsidies, free electricity, populist schemes) → crowds out capital investment (roads, health infra, irrigation).

     Fiscal fragility may lead to rating downgrades, higher interest costs, and investor hesitation.

 

Emerging Issues in State Finances

     Off-budget borrowings: Guarantees to State PSUs create hidden liabilities.

     Power sector subsidies: Free electricity in Punjab, Andhra, Telangana → long-term unsustainable.

     Welfare populism before elections: Farm loan waivers, freebies worsen fiscal stress.

     Climate-related spending: Rising need for adaptation (floods, heatwaves) adds to fiscal pressure.

 

 Reform Measures & Way Ahead

 


     Enhancing tax buoyancy: Digitisation, property tax reforms, plugging GST leakages.

     Prioritising capital expenditure: Evidence shows capital spending yields higher growth multiplier than subsidies.

     Transparent accounting: Bring off-budget borrowings and guarantees onto the budget books.

     Cooperative Federalism in fiscal matters: Strengthen GST Council, empower States in resource mobilisation.

     Revisiting Finance Commission formula: More weightage to fiscal effort, not just population or income.

 

 Broader Perspective

     India runs one of the largest welfare states globally with one of the thinnest fiscal bases among middle-income economies.

     Paradox: Rising social expenditure + weak revenue → fragile fiscal federalism.

     For India’s growth trajectory towards a $5 trillion economy, sustainable State finances are essential.

 

Way Forward

     Broaden States’ own revenue base (property tax reforms, rationalising GST compensation dependence).

     Encourage capital expenditure over revenue expenditure to boost long-term growth.

     Monitor and regulate off-budget borrowings and guarantees for transparency.

     Strengthen fiscal federalism: better revenue-sharing, reducing vertical imbalance.

 

Conclusion

The macro-fiscal health of States is at a crossroads: while welfare demands are rising, fiscal capacity remains limited and uneven. Balancing fiscal prudence with social responsibility, expanding States’ revenue autonomy, and reforming borrowing practices are essential for ensuring that India’s development model remains inclusive, sustainable, and resilient.

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