Karachi: Pakistan mein cement dispatches Jan-2025 mein 3.9 million tons tak pohonch gayi hain, jo ke 14% YoY izafa hai. Ye izafa khas tor par local dispatches mein 12% aur export volumes mein 30% ke zabardast barhawa ka nateeja hai.
Local Dispatches Ka Izafa – Sirf Dusra Mahina FY25 Mein
Yeh sirf dusra mahina hai FY25 ka jisme local dispatches mein YoY izafa dekha gaya hai. Maeeshat ke behtar hotay halaat aur interest rates ke girne ki wajah se construction activity barhne lagi hai. Iske ilawa, pichlay do mahino mein cement ke rates bhi kam hue hain jo demand ko mazid support kar rahe hain. North aur South dono regions mein local dispatches barh kar 12% aur 11% YoY ho gayi hain.
Exports Mein Tezi – South Region Ka Focus Export Par
Cement exports bhi mazboot rahe, jisme khas tor par South region ke cement producers ne exports par focus kiya hai taake apni capacity utilization sustain kar sakein. Exports mein 30% ka YoY izafa dekhne ko mila hai jo cement industry ke liye aik acha signal hai.
7MFY25 Mein Local Dispatches Negative – Export Growth Ne Kuch Nuqsan Poora Kia
Agar 7MFY25 ka overall data dekha jaye to total dispatches 26.8 million tons rahi hain, jo ke 2% YoY decline hai. Is decline ki badi wajah local dispatches ka 7% girna hai. Punjab-based manufacturers ke liye additional duties aur royalties, FY25 budget mein property taxes ka izafa, rising construction costs aur logon ki kam hoti hui purchasing power is girawat ki wajah bani hain. Dusri taraf, exports ne 32% ka zabardast izafa dekhaya jo overall decline ko kuch had tak poora kar raha hai.
Ainda Mahinon Mein Recovery Ki Umeed – Lekin FY25 Negative Band Hone Ka Imkan
Experts ka kehna hai ke monetary easing aur interest rates ke girne ke bawajood, local cement dispatches ka trend FY25 ke akhir tak negative reh sakta hai. Agar industry ko pichle saal ke level tak pohonchna hai to baki reh gaye mahino mein local dispatches ko kam az kam 12% YoY barhna hoga, jo aik challenging target lag raha hai.
Cement industry ke stakeholders is trend ko closely monitor kar rahe hain, jabke construction sector bhi ainday mahinon mein kis had tak recover karega, yeh dekhna abhi baki hai.
