Economy February 25, 2026

South Africa to Set Out 'Principles-Led' Fiscal Anchor Later This Year

National Treasury opts for a non-numerical framework to guide consolidation as debt peaks and growth remains sluggish

By Caleb Monroe
South Africa to Set Out 'Principles-Led' Fiscal Anchor Later This Year

In its annual budget, South Africa's National Treasury said it will propose a "principles-led" fiscal anchor at the mid-term budget later this year, prioritizing a guideline-based framework rather than a fixed numerical target to shore up public finances amid a steep rise in debt and modest growth projections.

Key Points

  • National Treasury will propose a "principles-led" fiscal anchor later this year, with details to be announced at the mid-term budget expected in October or November - impacts public finance strategy and fiscal credibility.
  • Government debt has climbed from 23.6% of GDP in 2008/09 to a projected 78.9% this year; gross debt-to-GDP is forecast to fall to 77.3% in 2026/27 - relevant to debt markets and sovereign risk assessments.
  • Consolidated budget deficit is now expected at 4.0% of GDP for the fiscal year beginning April 1, up from a prior forecast of 3.8% - affects borrowing needs and government funding plans; higher revenue estimates reflect steady growth and rising commodity prices, which touch the natural resources and fiscal revenue sectors.

CAPE TOWN, Feb 25 - In the annual budget released on Wednesday, South Africa's National Treasury said it will put forward a "principles-led" fiscal anchor later this year, opting for a framework based on guiding principles rather than a specific numerical target. Details of the proposal will be shaped by consultations and are expected to be unveiled at the mid-term budget, which the Treasury noted is normally presented in October or November.

The Treasury framed the move as part of a broader push to restore the condition of public finances and to bolster investor confidence in Africa's largest economy. Officials described the measure as a way to maintain fiscal discipline without resorting to steep spending cuts or higher taxes - a point reflected in the budget language that the fiscal anchor would "maintain the gains of fiscal consolidation without resorting to painful spending cuts or tax increases".

The budget documents reiterate the Treasury's ongoing mission to rein in the rapid rise in the country's debt burden while implementing reforms intended to lift potential growth. The government's figures show that gross government debt has surged, from 23.6% of gross domestic product in the 2008/09 fiscal year to a projected 78.9% in the current year.

Growth has shown signs of recovery since last year, but the Treasury's estimates remain modest. The budget projects real GDP growth of 1.4% in 2025 and 1.6% in 2026, levels the Treasury indicated are insufficient to meaningfully reduce one of the world's highest unemployment rates.

On the fiscal balance, the Treasury now expects a consolidated budget deficit of 4.0% of GDP for the fiscal year that begins on April 1, up from its prior forecast of 3.8% of GDP. At the same time, the department sees the gross debt-to-GDP ratio easing to 77.3% in 2026/27.

The budget also included higher revenue estimates for the current fiscal year. The Treasury attributed those upward revisions to steady economic growth together with increases in commodity prices - factors that provided a stronger revenue backdrop than earlier anticipated.

By proposing a principles-led anchor, the Treasury is signaling a preference for a formal medium- to long-term framework to guide spending, borrowing, and revenue decisions - without committing to a legislated numeric ceiling at this stage. The precise content of that framework will be determined through consultation and set out at the mid-term budget later in the year.


Context and next steps

The forthcoming mid-term budget will present the Treasury's detailed proposal and the results of consultations. Observers will be watching how the principles-led approach is defined and whether it will be translated into enforceable targets or remain a guiding doctrine to shape policy decisions.

Risks

  • Uncertainty over the exact design of the fiscal anchor - the policy is still under consultation and details will only be announced at the mid-term budget, creating ambiguity for markets and investors.
  • Persistently low growth projections of 1.4% in 2025 and 1.6% in 2026 limit the capacity to reduce unemployment and to lower debt burdens through economic expansion - this constrains improvement in public finances.
  • A rising consolidated budget deficit, now projected at 4.0% of GDP, and elevated debt ratios increase exposure to fiscal stress, which could influence borrowing costs and investor confidence in sovereign debt markets.

More from Economy

Reeves Aims for Quiet Spring Forecast as UK Faces Larger Fiscal Tests Ahead Feb 25, 2026 Brazil's BRB Restricted from Using Federal Loan Guarantees, Treasury Says Feb 25, 2026 BofA Sees UK Gilt Sales Falling by £69 Billion in 2026-27 as Spring OBR Forecasts Loom Feb 25, 2026 U.S. Trade Representative Says Current China Tariff Levels Will Hold Feb 25, 2026 First Solar Stock Drops After Company Lowers 2026 Sales Outlook Amid Policy and Permitting Headwinds Feb 25, 2026