Overview

• PCGA data to September 30 reports 3.044 million bales delivered to ginneries and 2.686 million bales ginned.
• Arrivals rose sharply across provinces, with Punjab at 1.136 million bales (up 56%) and Sindh at 1.908 million (up 45%), while Balochistan contributed 112,200 bales.
• Textile mills bought about 2.41 million bales and exporters 95,000, leaving roughly 540,000 bales unsold as 501 ginning factories operated nationwide.
• The government is forming a Pakistan Cotton Board, to be chaired by Ishaq Dar, to execute the Pakistan Cotton Plan 2026 financed through the Cotton Cess, though stakeholders have raised concerns over funding and missing reforms such as crop zoning and better forecasting.
• The PCGA report notes no TCP procurement for 2025–26, and experts caution that weather damage, data discrepancies, and the spread of sugarcane in cotton zones could still weigh on the season’s outcome.