Export Growth Masks Structural Fragility in Sri Lanka’s Trade Engine

Date:

Sri Lanka’s export sector delivered a moderate but steady performance in 2025, posting a 5.6% year-on-year expansion and generating total earnings of $17.25 billion. At first glance, the figures signal resilience amid lingering global uncertainty. A closer look, however, reveals that the growth remains heavily concentrated in a few traditional sectors and markets, raising questions about the durability of this recovery.

Merchandise exports climbed by over 6%, led by apparel, tea, coconut-based products, electronics, and food and beverages. Apparel continued to dominate export earnings, surpassing $4.9 billion, with strong demand from the US and the European Union. The EU alone accounted for nearly a quarter of Sri Lanka’s merchandise exports, buoyed by gains in Germany, Italy, and the Netherlands.

Coconut-based exports emerged as the standout performer, recording an exceptional growth of over 42%. Value-added products such as coconut oil, cream, and milk powder drove this surge, highlighting the potential of agro-processing when global demand aligns with domestic capacity. Food and beverage exports also showed robust growth, largely due to increased processed food shipments.

Services exports including ICT/BPM, logistics, and construction expanded more modestly, growing under 3% overall. While ICT/BPM exports rose close to 9%, December figures showed volatility, underlining the sector’s sensitivity to global demand cycles.

Despite the positive headline numbers, cracks are visible beneath the surface. Several export sectors recorded notable contractions. Rubber-based exports declined by over 5%, spices and essential oils slipped due to a sharp fall in pepper exports, and ornamental fish exports continued their downward trend. Even tea, one of Sri Lanka’s most iconic exports, saw significant monthly volatility, with a steep decline in December earnings.

Geographically, export performance remains heavily dependent on a narrow group of markets. The US retained its position as Sri Lanka’s single largest destination, absorbing nearly a quarter of merchandise exports. India moved into second place with double-digit annual growth, yet monthly data showed fluctuations, reflecting vulnerability to policy and price changes.

Government targets for 2025 fell short, with export earnings reaching just under 95% of the $18.2 billion goal. Authorities attribute the shortfall to external shocks, while projecting an ambitious $20 billion target for 2026. Achieving this would require sustained double-digit monthly growth  a challenging task without deeper structural reforms.

Ultimately, while Sri Lanka’s export sector demonstrated resilience in 2025, its performance continues to rely on a familiar formula. Without addressing productivity gaps, market concentration, and sectoral imbalances, export growth risks remaining steady but shallow.

Share post:

spot_imgspot_img

Popular

More like this
Related

After Cyclone Ditwah, Recovery Moves Slower Than the Storm

Weeks after Cyclone Ditwah tore through large parts of...

Digital Shift Becomes Crucial for Sri Lanka’s Maritime Competitiveness

Sri Lanka’s maritime industry is facing a defining transition,...

CEB Restructuring Plan Triggers Uncertainty, Union Alarm, and Policy Gaps

Sri Lanka’s Power and Energy Ministry’s proposed restructuring of...

Penalties to Be Imposed on Supplier Over Substandard Coal Consignment – Minister Jayatissa

Cabinet Spokesperson and Minister Nalinda Jayatissa today addressed concerns...