CorporatePositive · Buy biasDawn

Used Car Imports Drop Sharply After New Regulations

Pakistan's recent ban on the baggage scheme for used car imports and stricter pre‑shipment inspections have led to a steep decline in used‑vehicle arrivals, benefitting domestic manufacturers.

Full article on Dawn

Share

Used Car Imports Drop Sharply After New Regulations — Automobile | Shariah PSX

Desk Analysis

How This Affects the Exchange

Sector Effect

Positive · Buy bias

Automobile sector, especially Indus Motor (INDU), benefits from reduced used‑car competition – Buy bias.

Sectors & Direction

Desk read

Desk call: Buy bias · Positively affected

  • AutomobilePositively affected

Companies

INDU · Buy bias

Companies Mentioned

  • · Positively affected · Buy bias

Mentions in This Briefing

Sectors: Automobile Positive · Buy bias. PSX tickers: INDU. Automobile sector, especially Indus Motor (INDU), benefits from reduced used‑car competition – Buy bias.

Full Story

Open on Dawn

## New Regulations Take Effect

In January, the Pakistani government abolished the baggage scheme that previously allowed used cars to be imported with minimal duties and introduced mandatory pre‑shipment inspections for both gifted and resident‑transferred vehicles. The policy aims to protect the domestic automotive industry and curb illegal imports.

## Immediate Impact on Imports

Data released by the customs authority shows a sharp fall in the number of used cars arriving under the affected categories. The decline is evident within weeks of the rule change, indicating rapid compliance by importers.

## Reaction from Indus Motor Company

Indus Motor Company (IMC), the local assembler of Toyota vehicles, highlighted the development in its FY26 annual report, stating that the reduction in used‑car imports is expected to improve market conditions for new‑car sales. The company noted that lower competition from cheaper used vehicles should support its sales targets for the current fiscal year.

## Outlook for the Automotive Sector

Analysts anticipate that the sustained enforcement of the new rules will continue to limit used‑car inflows, providing a more level playing field for domestic manufacturers. The policy may also encourage consumers to consider financing options for new vehicles, further boosting demand for locally assembled cars.

## Potential Risks

While the policy benefits local assemblers, higher vehicle prices could affect price‑sensitive buyers, possibly slowing overall automotive demand if inflation remains high. However, the immediate effect appears favorable for manufacturers like IMC.