Pakistan’s cotton arrivals reach 4.44 million bales by Oct 2025, up 3.4% year-on-year, with Sindh and Balochistan showing some recovery.
🧾 Overview
- Total cotton arrivals (Pakistan): 4.437 million bales
- Last year’s arrivals (same period): 4.291 million bales
- Year-on-year change: +146,151 bales (↑3.41%)
- Pressing: 4.125 million bales
- Total sold: 3.743 million bales
- Unsold stock: 693,818 bales (vs. 724,372 last year, ↓4.22%)
- Nightly flow: 641,619 bales (vs. 1,189,362 last year, ↓46%)
Overall, cotton arrivals are marginally higher than last year, but the pace of inflow (nightly flow) is slower, indicating a moderate recovery but weaker momentum compared to the previous season.
🧩 Provincial Summary
| Province | 2025 Arrivals (bales) | 2024 Arrivals | Difference | % Change | Key Trend |
|---|---|---|---|---|---|
| Punjab | 1,909,080 | 1,842,257 | +66,823 | +3.63% | Slight recovery |
| Sindh | 2,528,176 | 2,448,848 | +79,328 | +3.24% | Stable to improving |
| Balochistan (included in Sindh total) | 150,756 | 131,800 | +18,956 | +14.38% | Strong rebound |
| Pakistan Total | 4,437,256 | 4,291,105 | +146,151 | +3.41% | Modest national improvement |
Observation:
Punjab and Sindh both show similar modest gains (~3%), while Balochistan shows the strongest growth (+14%)—likely due to improved weather and picking conditions.
📍 Regional Highlights
Punjab:
- Major gainers:
- D.G. Khan: +44.9% (biggest rise in Punjab)
- Vehari: +23.1%
- Rajanpur: +116%
- Major decliners:
- Lodhran: –72.7%
- Muzaffargarh: –42.3%
- Sahiwal: –16.7%
Punjab’s total arrival increased slightly, but southern districts (D.G. Khan, Rajanpur, Vehari) drove the growth, while central districts (Lodhran, Sahiwal, Muzaffargarh) showed sharp declines.
Sindh:
- Strong performers:
- Nawabshah: +53.3%
- Dadu: +57.4%
- Naushero Feroze: +19.1%
- Mirpur Khas: +27.4%
- Weaker districts:
- Sanghar: –3.9%
- Ghotki: –3.2%
- Badin: –55.7%
Sindh’s overall arrivals improved, but central and upper Sindh (Sanghar, Ghotki) saw minor dips—likely due to flood impact or pest pressure. Coastal and interior regions (Dadu, Nawabshah) improved sharply.
🧮 Sales & Stocks Summary
| Category | Quantity (Bales) | Remarks |
|---|---|---|
| Sold to TCP | 0 | No government procurement |
| Sold to Exporters/Traders | 153,000 | Private export and trade activity |
| Sold to Textile Mills | 3,590,438 | Represents ~81% of arrivals |
| Total Sold | 3,743,438 | Strong mill buying |
| Unsold Stock (factories) | 693,818 | Slightly lower than last year |
| Unginned Stock | 312,126 | Indicates moderate pipeline supply |
Interpretation:
Mill demand remains steady, absorbing most arrivals. The lower unsold stock reflects healthy market consumption, though the slower nightly flow hints at a potential supply plateau ahead.
⚙️ Market Implications
- Cotton arrivals are stabilizing, showing recovery from last year’s adverse conditions.
- Sindh and Balochistan are outperforming Punjab in relative terms.
- Mill offtake is robust, reducing carryover stock.
- However, nightly arrivals nearly halved, suggesting the bulk of the crop has already entered ginning factories—future inflows may taper off.
- No TCP intervention indicates market-driven price formation continues.
- Shortages in Lodhran, Sahiwal, and Muzaffargarh may tighten local supply for mills in central Punjab.
📊 Key Indicators Summary
| Indicator | This Year | Last Year | % Change |
|---|---|---|---|
| Total Arrivals | 4.437 M | 4.291 M | +3.4% |
| Total Pressed | 4.125 M | 3.790 M | +8.8% |
| Total Sold | 3.743 M | 3.566 M | +5.0% |
| Unsold Stock | 693,818 | 724,372 | –4.2% |
| Nightly Flow | 641,619 | 1,189,362 | –46.0% |
📈 Summary Statement
As of 31 October 2025, Pakistan’s cotton arrivals show a 3.4% increase year-on-year, signaling mild recovery in production. While arrivals in Sindh and Balochistan have grown notably, Punjab’s performance is mixed, with gains in the south offset by losses in the central belt. Mill demand remains healthy, and unsold stocks are manageable, but the sharp decline in nightly arrivals suggests that the seasonal peak has passed.
Pakistan Cotton Arrival Reports
Errors and Ommissions are expected. For complete report pls click the above link.