KARACHI: Pakistan's high-frequency indicators for September 2026 reflected varied trends across key sectors, indicating both growth and challenges for the economy. According to JS Global, urea sales saw a significant increase of 42.5% year-on-year, reaching 611,000 tons, driven by seasonal demand. Cement sales also experienced an uptick, rising 6.0% year-on-year to 4.6 million tons.

The auto sector presented a mixed picture, with tractor sales soaring by 129.7% year-on-year, motorcycles up by 27.0%, and trucks rising by 17.8%. However, passenger car sales fell by 12.1% year-on-year. Auto financing rose by 33.6% year-on-year, amounting to Rs407.1 billion, while private credit expanded by 16.0% year-on-year to Rs11.5 trillion.

In the energy sector, power generation increased by 5.0% year-on-year to 13,217 GWh, and IT exports climbed 18.2% year-on-year to US$435.0 million. Conversely, the petroleum sector faced declines, with high-speed diesel sales dropping 11.3% year-on-year and motor spirit sales decreasing by 4.5% year-on-year.

The stock market, represented by the KSE-100 index, declined by 4.0% month-on-month in September 2026, attributed to the geopolitical situation, though it maintained a 1-year return of +2.7%.