Pakistan’s two- and three-wheeler market witnessed a notable recovery in September 2025, with motorcycle and rickshaw sales rising 21% year-over-year (YoY) and 7% month-over-month (MoM). According to the Business Recorder, 158,941 units were sold in September alone — a figure that signals renewed activity in an otherwise cautious auto sector. The question now is: is this a one-off spike, or the beginning of sustained market growth?
Key Figures at a Glance
| Metric | September 2025 | Notes / Source |
|---|---|---|
| Total 2-/3-wheeler units sold | 158,941 | Business Recorder |
| YoY Growth | +21% | Compared to September 2024 – The Express Tribune |
| MoM Growth | +7% | Compared to August 2025 – The Express Tribune |
| Q1 FY26 cumulative units | ~432,000 | Up ~35% YoY over same quarter last year – Business Recorder |
| Top-performing brand | Atlas Honda | Record monthly sales of ~135,603 units – Dawn |
What’s Fueling the Growth?
1. Pent-up Demand & Recovery
After periods of economic volatility, many consumers may have deferred purchases. September’s surge suggests a rebound in confidence, particularly in more affordable modes of transport.
2. Affordable Mobility & Rural Demand
Two- and three-wheelers tend to be more resilient in challenging economies. They offer lower-cost mobility, especially in rural and semi-urban areas, where demand seems to be strong.
3. Brand-Level Strength
Atlas Honda, maker of the popular CD-70 model, recorded its best month ever in September. Other brands like United Auto Motors and Pak Suzuki also saw positive MoM increases.
4. Exit / Market Adjustments
The recent exit of Yamaha from Pakistan’s local bike manufacturing may have reshuffled demand among remaining players. That transition could have boosted sales for brands still active in the market.
5. Seasonal & Cycle Effects
September often sees increased buying behavior after harvest income, seasonal readiness, and as a precursor to festive buying. Whether this is a regular seasonal uptick or part of a bigger recovery remains to be seen.
Looking Ahead: What to Watch
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October–November performance:
If growth continues into these traditionally strong months, the trend is more credible.
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Brand-level splits:
Which brands and models are actually selling — CD-70s, Chinese 70ccs, or higher-displacement bikes?
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Export / regional changes:
Any shifts in import/export dynamics or cross-border markets could affect local supply and demand.
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Macro and policy factors:
Interest rates, taxation, energy costs, and industrial policy will shape the durability of growth.
Final Thoughts
A 21% YoY and 7% MoM boost in bike sales during September 2025 is encouraging, but it must be viewed with caution. Market leaders like Atlas Honda are clearly benefiting, and rural demand remains strong — yet macroeconomic headwinds persist. October and November data will be critical in confirming whether this growth marks the beginning of a long-term recovery or just a temporary spike.
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