Editorial

Reservations Are Here to Stay: The Political Sanctity of Affirmative Action and the Case for Systematic Reform

India’s reservation system remains one of the most enduring and contentious pillars of its post-Independence social policy. Born from the imperative to correct historical injustices of caste-based discrimination, it has evolved into a political third rail—too sacrosanct for any major party to dismantle, regardless of ideological leanings. Whether one likes it or not, reservations are here to stay. Their deep entrenchment speaks to both their partial successes and the failures of broader societal integration. Yet, this permanence demands honest scrutiny: while caste-based quotas have delivered measurable gains in representation and mobility, they risk perpetuating division, elite capture within beneficiary groups, and inefficiencies if left unreformed. The path forward lies in systematically broadening the framework to prioritize economic weakness alongside social backwardness, building on the precedent of the 10% Economically Weaker Sections (EWS) quota.

Historical Roots and Constitutional Foundations

Reservations trace back to pre-Independence efforts. Jyotirao Phule and others advocated for affirmative action in the late 19th century. The 1902 Kolhapur initiative by Chhatrapati Shahu and the Poona Pact of 1932 between Gandhi and Ambedkar formalized reserved seats for Depressed Classes. The Constitution embedded provisions under Articles 15(4) and 16(4) for Scheduled Castes (SCs) and Scheduled Tribes (STs), initially around 15% and 7.5% in central services and education. The Mandal Commission (1980, implemented 1990) extended 27% to Other Backward Classes (OBCs) on social and educational grounds, leading to the landmark Indra Sawhney (1992) judgment, which upheld the quota but imposed a 50% ceiling (with exceptions in extraordinary circumstances) and introduced the “creamy layer” exclusion for OBCs.

The 103rd Constitutional Amendment (2019) marked a pivotal shift by introducing EWS reservations (up to 10% for general category citizens with family income below ₹8 lakh annually, excluding SC/ST/OBC). Upheld by the Supreme Court in Janhit Abhiyan v. Union of India (2022) in a 3:2 verdict, it affirmed that economic criteria alone can ground affirmative action and that the 50% cap is not absolute for this separate category. Total central reservations now stand at 59.5%. Many states exceed 50% significantly—Tamil Nadu at 69%, for example—reflecting political realities.

Why Reservations Are Politically Untouchable: Merits and Electoral Math

The system’s sanctity stems from demographics and history. OBCs, SCs, and STs together comprise a substantial majority of India’s population—estimates from surveys like Bihar’s caste census put backward classes (including EBCs) at over 60% in some states. SCs and STs alone face persistent disparities: lower literacy historically (though SC literacy rose sharply from ~21% in 1981 to 66% by 2011), higher poverty rates, and under-representation in higher echelons of power and private sector. Reservations have ensured political voice via reserved seats in legislatures and boosted presence in government jobs and education. Central services data shows improved SC/ST representation over decades, even if concentrated in lower grades.

Politically, no party can afford to alienate these vote banks. Mandal implementation reshaped politics, empowering OBC-centric parties like SP and BSP. Demands for higher quotas or sub-categorization (as in recent SC/ST rulings allowing creamy layer exclusions within groups) dominate elections. Upper castes, though influential, are a minority (~15-20% broadly). Touching core SC/ST quotas invites accusations of casteism or anti-Dalit bias, a risk no national party will take. This creates a feedback loop: quotas reinforce caste identities as political currency, making reform seem like electoral suicide.

Merits are real but uneven. Affirmative action has fostered social mobility and diversity in public institutions, countering centuries of exclusion. It aligns with substantive equality over formal equality. However, demerits are equally sharp: benefits often concentrate among “creamy layers” within reserved categories; it can undermine perceived merit in competitive fields like IITs/IAS; and it entrenches caste consciousness rather than eroding it. Private sector remains largely untouched, limiting overall impact. Persistent gaps in multidimensional poverty (higher among SC/ST) show quotas alone are insufficient without complementary investments in primary education, skills, and health.

The Honest Critique: Pathologies and the Need for Change

India cannot afford perpetual caste arithmetic in a 21st-century economy aspiring to global leadership. Caste correlates strongly with disadvantage—data consistently shows SCs/STs fare worse on income, education, and assets, but poverty crosses caste lines. Focusing solely on birth ignores urban/rural divides, regional variations, and intra-group heterogeneity. Sub-classification debates (e.g., within SCs) highlight this: some jatis have progressed more than others.

The system breeds demands for ever-more reservations (Maratha, Patel agitations) and “backwardness” as a badge of honor rather than a condition to escape. Without periodic review or sunset clauses, it risks becoming a vested interest. Indra Sawhney envisioned reservations as temporary; reality shows indefinite extension.

Systematic Reform: Incorporating Economic Criteria Broadly

The EWS quota offers a blueprint. It recognizes economic backwardness as a valid, non-caste basis for affirmative action. To evolve systematically:

Hybrid Model: Retain core SC/ST protections (given unique historical discrimination) but apply creamy layer exclusions rigorously across all groups, as recent Supreme Court directions suggest. For OBCs and beyond, weight criteria toward economic indicators (income, assets, education levels of parents) alongside caste.

Expand EWS/Income-Based Quota: Raise or integrate it more comprehensively, using verifiable data from SECC, Aadhaar-linked income, or tax records. Pilot broader economic quotas in higher education and jobs, targeting the bottom income quintiles regardless of caste. This reduces caste polarization while addressing genuine need.

Data-Driven Approach: A national caste census (long overdue since 1931) combined with robust socio-economic surveys would enable evidence-based tweaks—sub-categorization, de-listing progressed groups, or proportional adjustments. States like Bihar and Karnataka provide models, revealing intra-caste variances.

Complementary Investments: Shift emphasis from quotas to universal quality education, skilling, and economic reforms that expand opportunity pie (more jobs via growth). Reservations in promotions should be cautious; focus on entry-level equity.

Transparency and Review: Mandate decadal reviews by an independent commission. Phase in merit-enhancing measures like better preparatory programs rather than lowered standards.

Such reforms honor the Constitution’s social justice mandate without freezing society in ascriptive identities. Poverty alleviation via direct benefits (e.g., DBT) and inclusive growth can gradually diminish quota reliance.

Conclusion: Pragmatic Evolution, Not Abolition

Reservations endure because they address real fractures in Indian society that markets and time alone have not healed. Dismantling them abruptly would be unjust and politically impossible. But clinging to an unreformed caste-centric model is equally shortsighted—it divides more than it unites in an aspirational India. By systematically layering economic criteria, enforcing creamy layer exclusions, investing in capabilities, and grounding policy in fresh data, policymakers can make affirmative action more targeted, fair, and temporary in effect. The goal remains Ambedkar’s vision: annihilating caste’s oppressive hold, not managing it indefinitely. Honest reform, not rhetoric, is the test of true commitment to equality. India deserves a system that lifts the weakest—whatever their surname—while building a merit-conscious, cohesive nation.

Geetanjali Verma

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