What Happened
On March 24, 2026, the Reserve Bank of India conducted an auction of State Government Securities (commonly called State Development Loans or SDLs) on behalf of 21 states and union territories. The total amount offered stood at ₹57,408 crore, and the total amount accepted came in at approximately ₹54,834.40 crore. Some states accepted the full amount they planned to raise, a few accepted more than originally planned, and others accepted partial amounts or rejected bids entirely.
This press release (numbered 2025‑2026/2317) was issued by Ajit Prasad, Deputy General Manager (Communications) at the RBI.
Why This Matters for NRIs
State Development Loans form a massive segment of India's bond market. They sit just below central government securities (G‑Secs) in the sovereign credit hierarchy and carry an implicit state government guarantee. The yields set in these auctions serve as important benchmarks that ripple through the entire fixed income ecosystem, including corporate bonds, tax free bonds, and debt mutual funds that many NRIs hold in their Indian portfolios.
If you invest in Indian debt mutual funds, hold bonds directly through your NRO or NRE linked demat accounts, or track interest rate trends to time your equity and real estate decisions, these auction results give you a real time pulse on where state level borrowing costs stand.
State by State Auction Results
Andhra Pradesh
- ₹1,500 crore accepted at 7.83% yield for 17 years
- ₹1,500 crore accepted at 7.88% yield for 20 years
- ₹900 crore accepted at 7.79% yield for 25 years
Assam
- Offered ₹500 crore via reissue of 7.22% Assam SGS 2032 (originally issued on March 18, 2026)
- Assam did not accept any amount in this reissue
Goa
- ₹100 crore accepted at 7.76% yield for 12 years
Gujarat
- ₹1,235 crore accepted at 7.44% yield for 7 years and 6 months (accepted an additional ₹235 crore beyond the originally offered ₹1,000 crore)
- ₹1,395 crore accepted at 7.45% yield for 8 years and 6 months (accepted an additional ₹395 crore beyond the originally offered ₹1,000 crore)
Haryana
- ₹1,000 crore accepted at 7.42% yield for 6 years
- ₹1,000 crore accepted at 7.76% yield for 13 years
Himachal Pradesh
- ₹565 crore accepted at 7.89% yield for 15 years
Jammu and Kashmir
- ₹1,262 crore accepted at 7.79% yield for 25 years
Jharkhand
- Offered ₹1,000 crore via reissue of 7.20% Jharkhand SGS 2032 (originally issued on March 18, 2026) but did not accept any amount
- ₹1,000 crore accepted at a cut off price of ₹98.33 (yield 7.6003%) via reissue of 7.33% Jharkhand SGS 2034 (originally issued on September 17, 2025)
- ₹1,000 crore accepted at a cut off price of ₹99.17 (yield 7.6098%) via reissue of 7.49% Jharkhand SGS 2036 (originally issued on March 18, 2026)
Karnataka
- ₹1,401.318 crore accepted at 7.25% yield for 5 years (partial acceptance against ₹2,000 crore offered)
- ₹2,000 crore accepted at 7.61% yield for 8 years
- ₹2,000 crore accepted at 7.62% yield for 10 years and 6 months
- ₹2,000 crore accepted at 7.68% yield for 11 years and 6 months
- ₹2,000 crore accepted at 7.76% yield for 15 years
Kerala
- Offered ₹1,500 crore for 5 years but did not accept any amount
- ₹1,200 crore accepted at 7.68% yield for 10 years
- ₹1,000 crore accepted at 7.88% yield for 20 years
Maharashtra
- ₹1,500 crore accepted at 7.57% yield for 10 years (accepted an additional ₹500 crore beyond the originally offered ₹1,000 crore)
- ₹530 crore accepted at a cut off price of ₹98.37 (yield 7.8187%) via reissue of 7.66% Maharashtra SGS 2047 (originally issued on March 04, 2026)
- ₹1,500 crore accepted at a cut off price of ₹98.63 (yield 7.7830%) via reissue of 7.66% Maharashtra SGS 2052 (originally issued on March 04, 2026), with an additional ₹500 crore accepted beyond the originally offered ₹1,000 crore
Manipur
- ₹350 crore accepted at 7.88% yield for 13 years
Meghalaya
- ₹253 crore accepted at 7.74% yield for 9 years
Nagaland
- ₹250.013 crore accepted at 7.38% yield for 5 years (partial acceptance against ₹600 crore offered)
Puducherry
- ₹150 crore accepted at 7.70% yield for 9 years
Punjab
- ₹1,598 crore accepted at 7.80% yield for 10 years
Rajasthan
- ₹1,000 crore accepted at 7.33% yield for 5 years
- ₹2,000 crore accepted at 7.65% yield for 10 years
- ₹2,000 crore accepted at a cut off price of ₹98.82 (yield 7.7890%) via reissue of 7.65% Rajasthan SGS 2040 (originally issued on January 07, 2026)
Sikkim
- ₹400 crore accepted at 7.87% yield for 10 years
Tamil Nadu
- ₹1,000 crore accepted at 7.24% yield for 5 years
- ₹745.071 crore accepted at a cut off price of ₹99.00 (yield 7.4659%) via reissue of 7.28% Tamil Nadu SGS 2033 (originally issued on March 18, 2026) — partial acceptance
- ₹1,000 crore accepted at 7.58% yield for 9 years
- ₹2,000 crore accepted at 7.55% yield for 10 years
- ₹2,000 crore accepted at a cut off price of ₹98.74 (yield 7.7381%) via reissue of 7.63% Tamil Nadu SGS 2056 (originally issued on March 04, 2026)
Uttar Pradesh
- ₹1,000 crore accepted at a cut off price of ₹98.69 (yield 7.7394%) via reissue of 7.57% Uttar Pradesh SGS 2038 (originally issued on March 18, 2026)
- ₹750 crore accepted at a cut off price of ₹97.81 (yield 7.7701%) via reissue of 7.51% Uttar Pradesh SGS 2039 (originally issued on December 17, 2025)
- ₹750 crore accepted at a cut off price of ₹98.28 (yield 7.7793%) via reissue of 7.59% Uttar Pradesh SGS 2041 (originally issued on December 24, 2025)
- ₹1,500 crore accepted at 7.88% yield for 20 years
- ₹1,500 crore accepted at 7.79% yield for 25 years
Uttarakhand
- ₹1,000 crore accepted at 7.63% yield for 9 years
- ₹1,000 crore accepted at 7.88% yield for 20 years
West Bengal
- ₹1,500 crore accepted at 7.88% yield for 18 years
- ₹2,000 crore accepted at 7.84% yield for 21 years
- ₹1,500 crore accepted at 7.79% yield for 25 years
Key Observations and Yield Trends
Yield Range
Across all states and tenors in this auction, yields ranged from a low of 7.24% (Tamil Nadu, 5 year) to a high of 7.89% (Himachal Pradesh, 15 year). Fiscally stronger states like Karnataka, Tamil Nadu, and Gujarat consistently attracted lower yields, reflecting the market's confidence in their repayment capacity.States That Rejected or Partially Accepted Bids
Several states exercised discipline by not accepting bids they found too expensive:- Assam rejected all bids on its 7.22% SGS 2032 reissue
- Jharkhand rejected all bids on its 7.20% SGS 2032 reissue
- Kerala rejected all bids on the 5 year security
- Karnataka accepted only ₹1,401.318 crore out of ₹2,000 crore offered for the 5 year tenor
- Nagaland accepted only ₹250.013 crore out of ₹600 crore offered
- Tamil Nadu accepted only ₹745.071 crore on its SGS 2033 reissue
States That Accepted More Than Planned
- Gujarat raised an extra ₹630 crore across its two tranches
- Maharashtra raised an extra ₹1,000 crore across its 10 year security and the SGS 2052 reissue
Investment Angle for NRIs
Direct SDL Investment
NRIs can invest in SDLs through their NRO demat accounts. These securities trade on the NDS‑OM (Negotiated Dealing System Order Matching) platform and on stock exchanges. They offer yields that typically run 25 to 75 basis points above central government securities of similar maturity, making them attractive for those seeking slightly higher returns with near sovereign credit quality.Impact on Debt Mutual Funds
If you hold Indian debt mutual funds (medium duration, long duration, gilt, or dynamic bond funds), SDL yields directly affect the net asset values of these funds. A large SDL supply week like this one can put upward pressure on yields across the curve, which temporarily depresses bond prices. Conversely, when supply gets absorbed smoothly (as largely happened here), it signals healthy demand and can support bond prices going forward.Signal for Equity Markets
Rising state borrowing costs can crowd out private sector borrowing and push up lending rates, which eventually affects corporate profitability. The yields in this auction suggest that state level borrowing costs remain in the 7.24% to 7.89% band. NRIs tracking rate sensitive sectors like banking, real estate, NBFCs, and auto should monitor whether these yields trend higher in subsequent auctions.Tax Considerations
Interest income from SDLs held by NRIs in NRO accounts attracts tax at applicable slab rates. TDS applies as per the Income Tax Act. Capital gains on sale before maturity follow the standard debt instrument taxation rules applicable for the relevant assessment year. Always check the latest notification for current tax rates and holding period requirements.Source Reference
RBI Press Release 2025‑2026/2317, dated March 24, 2026, issued by Ajit Prasad, Deputy General Manager (Communications), Reserve Bank of India.