Power generation surged to a record 9,140 GWh in January 2026, marking the highest-ever monthly output, said Topline Securities in a note on Saturday.
“This surge was driven by lower tariffs, higher incremental consumption from industrial consumers, and a shift of industrial users to the grid amid increased levies on captive power plants,” said the brokerage house.
Notably, the government approved the Incremental Consumption Package at the end of 2025 to fuel industrial growth, it added.
On Friday, the spokesperson for Pakistan’s Power Division released statistics and an overall review of the three-year-long industrial concessional package for December 2025 and January 2026.
According to official data, 127,686 industrial consumers benefited from the package during these two months, receiving cumulative relief of Rs12.125 billion. This represents 46% of the total 278,961 industrial consumers. Under the package, both small and large industries received a benefit of Rs10.3 per unit on the consumption of surplus electricity.
The spokesperson stated that a total of 1,176 million units of electricity were sold to industries under the surplus package during the two months, accounting for 23.8% of total industrial electricity sales.
In December 2025 alone, 557 million units were sold under the surplus package, representing 23% of total industrial consumption for the month. This translated into financial relief of Rs5.743 billion. A total of 125,829 consumers benefited in December, constituting 45% percent of total industrial consumers.
In January 2026,619 million units were sold under the package, accounting for 24.5% of total industrial consumption. The financial benefit for the month amounted to Rs6.382 billion, with 127,686 industrial consumers — or 46% of the total — availing themselves of the relief.
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