India

Inflation: Influential, Impactful or Indifferent?


Through this analysis, we concluded the following:

  • Absolute spendable income is directly proportional to the total income and lifestage of an employee. Spending on goods &services being higher for married employeesas compared to single and higher for those with children as compared to married employees without children
  • In percentage terms however, spendable income (which is most impacted by inflation) is inversely proportional to the total income of an employee, as the level of taxes, savings and other discretionary spends are higher at higher levels
  • The higher the level/grade of an employee, the lower the impact of inflation as a % of total income, varying from 6.1% for the junior most employee to 3% for the senior most employee within an organization, assuming an 8% inflation rate
  • With an 8% inflation rate assumed for this analysis, the real increment (net of inflation) delivered to employees varies between 40-65% of the overall salary increase granted by an organization, with the highest erosion in salary increase quantum observed at the lowest employee levelsThe above analysis was indeed at an interesting one since it challenges the basic premise followed by organizations for disbursement of increments across levels and brought to the forefront the following key questions:
  • If the impact of inflation on total income or fixed pay is typically 50% of the prevailing rate of inflation across levels, then why should organizations provide salary increases that match or are higher than the overall inflation rate?
  • Is the real increment (salary increase net of inflation) being provided by an organization, reflective of its merit philosophy and adequate as a reward for performance?
    • An analysis of the salary increase data for the last 14 years across performance ratings revealed that the ratio of salary increase between a top performer and an average performer has moderated to 1.7 times (17% for a top performer vs. 10% for an average performer) in 2013 as opposed to 1.9 times for India Inc. in 2001
    • This coupled with an inflation rate of 3.8% in 2001 vs. a staggering 11.2% in 2013 indicates that organizations have protected the minimum salary increase provided to employees in 2013 by trying to match the high inflation rate, while not being able to increase the maximum increment owing to cost pressures. Thus, convergence of salary increases has been observed between a top and an average performer, especially during high inflation years
  • There is a 3.1% variance in the impact of inflation between the lowest and highest employee level (AH2 & AH10 in Exhibit 5, page 24) but only a 1.3% variance in the salary increase percentage across levels for 2013. With this gap between salary increases across levels converging further in 2014-15, is the differentiation in increments by levels going to be enough to help the lowest level employee overcome the highest impact of inflation?

No Easy Answers But Definite Direction...
We believe the whole aspect of salary increases in India is going through an evolutionary phase that most developed economies went through a few decades back. In the past, we may have seen greater prevalence of salary budget decisions in India being based solely on salary increase benchmarks across peers. This has changed now with organizations working through a host of factors, ranging from macro level factors to micro level factors. We do not believe that there is a formulaic approach that can be applied to determine salary increases in India yet – not only is there limited data to establish true causality, there are also too many disparate and independent variables that prevent a real equation to evolve. Hence, rationally determining the amount of salary increase an employee should receive will continue to be one of the toughest decisions a rewards practioner has to make. Our research however, does help prove a defined linkage between salary increases and inflation; one of the many factors impacting salary increases but a sensitive one from an employee’s perspective. It would be unfair to hold organizations hostage for providing salary increases that match or even outstrip overall consumer inflation rates in any year. In fact, the average impact of inflation (assumed at 8% CPI) on salary increases is approximately 4%, implying that for every 1% inflation rate, the real increase in spending power for an employee is being eroded by an average of 0.5% across the organization. Employers can use this equation for computing salary increase budgets by level that help offset the impact of inflation and protect the purchasing power of an employee’s salary.

 

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Inflation

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