Stock Markets June 18, 2026 10:17 AM

Indian regulator seeks tighter risk controls and broader funding options as margin trading swells

SEBI outlines proposals to expand margin funding channels and set exposure caps amid rapid growth in margin trading volumes

By Leila Farooq
Share
Twitter Reddit Facebook LinkedIn

India's securities regulator has put forward a set of proposals to strengthen risk management around margin trading facilities (MTF) and to widen permissible funding and collateral options. The measures come as outstanding MTF positions have climbed to roughly 1.3 trillion rupees by mid-2026, a near 50% increase year-on-year, according to exchange data. SEBI is also reviewing eligible securities for margining and will issue a separate discussion paper on related frameworks.

Indian regulator seeks tighter risk controls and broader funding options as margin trading swells
Summarize with
ChatGPT Perplexity Claude Grok Gemini

Key Points

  • SEBI proposes allowing non-convertible debentures as a funding source for margin trading facilities and expanding eligible collateral to match the cash market - impacts capital markets and broker funding practices.
  • Outstanding MTF positions have risen to about 1.3 trillion rupees by mid-2026, approximately 50% higher than a year earlier - highlights increased leverage in equity trading.
  • Regulator recommends explicit caps on broker exposure based on net worth and safeguards for client funds; passive client breaches should be corrected within 30 days - affects broker risk management and client protection frameworks.

Overview

India's markets regulator has proposed a package of changes aimed at reinforcing safeguards around margin trading and increasing flexibility in how brokers and traders access funds. The recommendations were published on Thursday and respond to a notable expansion in margin trading facility volumes.

Proposed changes to funding and collateral

The regulator recommended broadening funding avenues for MTF by permitting the use of non-convertible debentures as a source of financing. It also proposed extending the range of securities that can be accepted as collateral, aligning MTF collateral rules more closely with those applied in the broader cash market.

Scale of MTF growth

Exchange figures cited by the regulator indicate that outstanding MTF positions reached about 1.3 trillion rupees by mid-2026, roughly 50% higher than the level recorded a year earlier. The trend highlights a rapid increase in leveraged positions routed through margin trading facilities.

Risk controls and client protections

Alongside funding changes, SEBI proposed clearer quantitative caps on broker exposure tied to broker net worth. The proposals also include measures intended to safeguard client funds and require that any passive breaches at the client level be rectified within 30 days.

Scope and next steps

At present, margin trading facility access is limited to select stocks and equity exchange-traded funds. The regulator said it is reviewing which securities should be eligible for margin, collateral, MTF and the Securities Lending and Borrowing Mechanism (SLBM), and that it will publish a separate discussion paper addressing those topics.

Exchange rate reference

The regulator's notice included an exchange-rate reference of $1 = 94.3325 Indian rupees.

Bottom line

The proposals link an expanded set of funding and collateral tools with tighter broker exposure limits and client protections, reflecting a regulatory response to the rapid expansion of margin trading volumes. The review of eligible securities and the forthcoming discussion paper are the next steps in the process.

Risks

  • Rapid expansion of MTF positions may heighten systemic risk in equity markets if not matched by adequate collateral and exposure controls - impacts capital markets and broker-dealer operations.
  • Changes to eligible collateral and funding sources could create transition challenges for brokers and clearing arrangements until new rules are implemented - impacts broker financing and settlement processes.
  • If passive breaches at the client level are not remedied within the proposed 30-day window, operational strain and unresolved exposures could persist, stressing risk controls - affects client account management and compliance functions.

More from Stock Markets

Warsaw shares fall as materials, energy and tech drag WIG30 down 1.44% Jun 18, 2026 Copenhagen benchmark slips as tech and healthcare stocks weigh; commodities retreat Jun 18, 2026 BIST 100 Advances 2.82% as Leasing, Banking and Telecom Names Push Market Higher Jun 18, 2026 Xometry Shares Rise After Injection Molding Platform Adds Materials, Design Support and One-Click Reorders Jun 18, 2026 Italy Will Stay Neutral on MPS Takeover Talks, Seeks to Sell Remaining Stake via ABB Jun 18, 2026