Power sector reforms are expected to generate savings of over Rs143 billion, supporting fiscal stability and improving energy sector efficiency. 🟢 Potential Beneficiaries: * HUBC * KEL * ENGRO Power-related ventures * EPCL (indirectly through lower energy costs) * LUCK & DGKC (energy-intensive industries)

The government has introduced a new Textile & Apparel Tariff Policy aimed at reducing input costs, improving competitiveness, and integrating Pakistan’s textile industry into global value chains. 🟢 Potential Beneficiaries: * Interloop (ILP) * Nishat Mills (NML) * Gul Ahmed (GATM)

Advance tax on real estate transactions proposed to be reduced under Sections 236C and 236K, aiming to support documentation and revive property market activity. 🟢 Positive for the Real Estate Sector

Federal PSDP allocation set at Rs1 trillion for FY27, reaffirming the government’s focus on infrastructure development and economic growth. 🟢 Positive for construction, cement & infrastructure sectors.