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Mexico Unveils 2026 Budget With Higher Spending, Targeted Taxes, Rising Debt

The package relies on targeted taxes plus higher borrowing to fund social priorities.

Overview

  • The proposed 2026 outlays total 10.2 trillion pesos, a real increase of 5.8% from the 2025 budget.
  • SHCP projects 8.72 trillion pesos in revenue with 66.9% from taxes, supported by a Miscelánea Fiscal expected to add 136,994 million pesos through higher IEPS and import duties.
  • Net borrowing is set at 4.1% of GDP for 2026 after a 4.3% estimate for 2025, pushing the historical debt ratio to 52.3% of GDP, which CIEP says leaves fiscal space near 1.7% of GDP.
  • Social commitments expand as pensions reach 2.3 trillion pesos, or 23% of spending, with Pensión Mujeres Bienestar rising about 266–267%.
  • Public investment climbs to roughly 1.25 trillion pesos with the largest shares directed to Pemex, new passenger trains including Tren Maya, and the CFE.