World May 29, 2026 04:42 PM

Moody’s Upholds Uganda’s B3 Rating as Oil Outlook Brightens but Fiscal Pressures Remain

Stable outlook maintained amid rising reserves and growth prospects from imminent oil production, even as debt affordability and fiscal deficits weigh on credit profile

By Hana Yamamoto

Moody’s has affirmed Uganda’s B3 long-term local- and foreign-currency issuer ratings and maintained stable outlooks, leaving country ceilings unchanged. The decision reflects a mix of improving external buffers and growth prospects from upcoming oil production, offset by weak debt affordability, a rising debt burden and fiscal management weaknesses.

Moody’s Upholds Uganda’s B3 Rating as Oil Outlook Brightens but Fiscal Pressures Remain

Key Points

  • Moody’s affirmed Uganda’s B3 long-term local- and foreign-currency issuer ratings and kept the stable outlook; country ceilings remained at Ba3 (local) and B1 (foreign).
  • Fiscal pressures are significant: interest payments are projected to consume about 30% of government revenue in FY2025-26, government debt is expected to rise to roughly 55% of GDP by the end of FY2025-26, and the deficit is forecast at 7.6% of GDP.
  • External and growth indicators have improved: FX reserves increased to $6.0 billion by March 2026, the current account deficit narrowed to about 6.5% of GDP in 2025, and real GDP growth exceeded 6% for a third consecutive fiscal year; oil production is expected to begin in H2 2026 with commercialization in early 2027.

Moody’s Investors Service has reaffirmed Uganda’s B3 long-term issuer ratings in both local and foreign currencies and kept the outlook stable, while leaving the local and foreign currency country ceilings at Ba3 and B1 respectively.

The ratings agency cited a combination of structural fiscal pressures and improving external metrics. On the negative side, Moody’s highlighted weak debt affordability stemming from a heavy reliance on relatively expensive domestic financing and limited revenue mobilization, alongside a relatively high overall debt burden and ongoing weaknesses in public finance management.

Moody’s assessment includes quantified projections for the near term. The agency estimates that interest payments will absorb around 30% of government revenue in fiscal year 2025-26, a level it describes as approximately double the median for sovereigns rated in the B2-Caa1 range. It also projects government debt will increase to about 55% of GDP at the end of FY2025-26, compared with roughly 47% of GDP in FY2020-21. The sovereign deficit is expected to widen to 7.6% of GDP in FY2025-26.

At the same time, the sovereign’s external position has shown clear improvement. Foreign exchange reserves rose markedly to $6.0 billion in March 2026 from about $3.3 billion at the start of 2025. The current account deficit narrowed to around 6.5% of GDP in 2025, down from 7.9% in the prior year. Moody’s attributed the smaller deficit in part to strong results in key export sectors, including coffee, tourism and gold refining.

Growth dynamics have also strengthened. Real GDP growth exceeded 6% for a third straight fiscal year in 2025-26. The ratings agency expects an acceleration in growth to roughly 8% during the period between the start of oil production and the ramp-up toward plateau output in 2029. According to Moody’s timetable, oil production is projected to begin in the second half of 2026, with commercialization slated for early 2027.

A rating committee convened on May 26, 2026 to evaluate the sovereign rating. Committee members noted that institutional quality and governance indicators have materially improved. However, they also observed that economic fundamentals, fiscal strength and vulnerability to event-driven risks have not seen material change compared with previous assessments.

Overall, Moody’s decision to maintain the B3 rating and stable outlook reflects a balance between improving external buffers and near-term growth prospects from oil, on one hand, and persistent fiscal and debt affordability pressures, on the other.


Impacted sectors: public finance and sovereign debt markets; energy and oil sector; export-oriented sectors including agriculture, tourism and gold refining.

Risks

  • High debt servicing burden: interest payments consuming roughly 30% of government revenue could constrain fiscal space and affect sovereign financing - impacts sovereign debt markets and public finance sectors.
  • Rising government debt and large deficits: projected debt of about 55% of GDP and a 7.6% fiscal deficit in FY2025-26 increase vulnerability to shocks - impacts fiscal sustainability and domestic financial markets.
  • Event risk and fiscal management weaknesses: ongoing weaknesses in public finance management and unchanged susceptibility to event risks may limit the government’s ability to respond to shocks - impacts fiscal policy effectiveness and investor confidence.

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