Merchandise Export in August Stagnant at $44bn but Imports Crash by $6bn to $70.67bn, Gold Down by $2bn, Electronics $700mn, Petroleum $2.3bn

·         Electronics Export Fall by $363mn or 6.14% in August

·         China, Russia Imports Down as Gulf Oil and Saudi Oil Take Over

Ř  The cumulative exports (merchandise & services) during April-August 2026-27 is estimated at US$ 399.27 Billion, as compared to US$ 345.55 Billion in April-August 2025-26, an estimated growth of 15.55%.

Ř  The cumulative value of merchandise exports during April-August 2026-27 was US$ 215.91 Billion, as compared to US$ 183.21 Billion during April-August 2025-26, registering a positive growth of 17.85%

Ř  The cumulative Non-Petroleum exports in April-August 2026-27 valued at US$ 180.61 Billion registered an increase of 14.39% as compared to US$ 157.89 Billion in April-August 2025-26

Ř  Major drivers of merchandise exports growth in August 2026 include Electronic Goods, Petroleum Products, Engineering Goods, Organic & Inorganic Chemicals, Cotton Yarn/Fabs./made-ups, and Handloom Products etc.

Ř  Electronic Goods exports increased by 89.82% from US$ 2.93 Billion in August 2025 to US$ 5.55 Billion in August 2026

Ř  Petroleum Products exports increased by 63.27% from US$ 4.17 Billion in August 2025 to US$ 6.81 Billion in August 2026

Ř  Engineering Goods exports increased by 24.86% from US$ 9.87 Billion in August 2025 to US$ 12.32 Billion in August 2026

Ř  Organic & Inorganic Chemicals exports increased by 16.38% from US$ 2.41 Billion in August 2025 to US$ 2.80 Billion in August 2026

Ř  Cotton Yarn/Fabs./made-ups, Handloom Products exports increased by 13.79% from US$ 0.99 Billion in August 2025 to US$ 1.12 Billion in August 2026

1. Overall exports

·         India’s total exports (merchandise + services) during April–August 2026-27 are estimated at US$399.27 billion.

·         This compares with US$345.55 billion in April–August 2025-26.

·         Growth: 15.55%.

2. Merchandise exports

·         Merchandise exports rose to US$215.91 billion, from US$183.21 billion.

·         Growth: 17.85%.

·         Non-petroleum exports reached US$180.61 billion, up 14.39%.

3. August 2026 exports and imports

·         Total exports: US$82.68 billion, up 25.41% year-on-year.

·         Total imports: US$92.09 billion, up 18.75%.

·         Total trade deficit narrowed to US$9.41 billion, compared with US$11.62 billion in August 2025.

August

2025

2026

Growth

Merchandise exports

$34.74 bn

$43.81 bn

26.13%

Merchandise imports

$61.96 bn

$70.67 bn

14.06%

Services exports*

$31.19 bn

$38.87 bn

24.62%

Services imports*

$15.59 bn

$21.42 bn

37.40%

Total exports*

$65.93 bn

$82.68 bn

25.41%

Total imports*

$77.55 bn

$92.09 bn

18.75%

*August services figures are estimates because the latest RBI-released services data was for July 2026.

4. April–August 2026-27 trade position

·         Total exports: US$399.27 billion, +15.55%.

·         Total imports: US$459.65 billion, +18.01%.

·         Overall trade balance: –US$60.38 billion, compared with –US$43.94 billion a year earlier.

·         Merchandise trade deficit: US$147.09 billion, versus US$123.88 billion.

5. Major merchandise export growth in August

·         Iron Ore: +126.30%

·         Electronic Goods: +89.82%

·         Petroleum Products: +63.27%

·         Meat, Dairy & Poultry: +37.08%

·         Handicrafts: +29.63%

·         Marine Products: +27.76%

·         Engineering Goods: +24.86%

·         Plastic & Linoleum: +18.92%

·         Coffee: +17.08%

·         Organic & Inorganic Chemicals: +16.38%.

6. Electronics emerge as a major export driver

·         Electronic goods exports increased 89.82%.

·         Value rose from US$2.93 billion in August 2025 to US$5.55 billion in August 2026.

·         Engineering goods increased from US$9.87 billion to US$12.32 billion, +24.86%.

7. Petroleum products

·         Petroleum-product exports increased 63.27%.

·         Value rose from US$4.17 billion to US$6.81 billion in August 2026.

8. Non-petroleum and non-gems trade

·         August non-petroleum exports: US$37.00 billion, versus US$30.57 billion.

·         Non-petroleum, non-gems & jewellery exports: US$34.68 billion, versus US$28.26 billion.

·         April–August non-petroleum, non-gems & jewellery exports: US$168.69 billion, up from US$146.52 billion.

9. Gold imports fall sharply

·         Gold imports declined 57.75% in August 2026 compared with August 2025.

·         Other import declines included:

o    Pulp & waste paper: –13.83%

o    Iron & steel: –11.69%

o    Newsprint: –10.85%

o    Textile yarn/fabric/made-ups: –8.12%

o    Medical & pharmaceutical products: –7.90%.

10. Services exports

·         August services exports are estimated at US$38.87 billion, versus US$31.19 billion.

·         April–August services exports reached US$183.36 billion, versus US$162.34 billion.

·         Growth during April–August: 12.95%.

·         Services trade surplus increased to US$86.71 billion, from US$79.94 billion.

11. Export destinations showing strong growth

August 2026:

·         Tanzania: +214.52%

·         Spain: +196.47%

·         Singapore: +160.96%

·         China: +52.35%

·         USA: +21.83%.

April–August 2026-27:

·         Tanzania: +129.00%

·         Singapore: +96.56%

·         Malaysia: +75.40%

·         China: +38.71%

·         USA: +6.17%.

12. Import sources showing strong growth

August 2026:

·         Oman: +157.45%

·         Taiwan: +108.31%

·         USA: +65.78%

·         Russia: +43.82%

·         China: +17.07%.

April–August 2026-27:

·         Oman: +190.63%

·         Brazil: +159.83%

·         Russia: +56.69%

·         USA: +29.60%

·         China: +27.01%.

13. Key trade picture

·         Exports are growing strongly, led particularly by electronics, petroleum products, engineering goods and chemicals.

·         Services remain a major source of export strength, generating an $86.71 billion surplus during April–August.

·         However, imports are growing faster than total exports on a cumulative basis, widening the overall trade deficit to US$60.38 billion.

·         The August monthly trade deficit nevertheless narrowed to US$9.41 billion from US$11.62 billion.

 

<MoC Press Release>

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[ABS News Service/16.09.2026]