WORLD PULSE
—:—:— PKT

A data story

Why your electricity bill has someone else's debt in it

Every consumer bill carries a slice of a debt that isn't theirs. Here's how it built up, who's responsible, and why the government just missed its own target to fix it.

Stage 1 of 5

The debt itself

trillion, power sector alone

Pakistan's power-sector circular debt stood at roughly ₨1.84 trillion as of mid-2026 — and that's the smaller half; the combined power-and-gas energy sector debt is over ₨5.2 trillion, with gas debt (₨3.4tn) now larger than power debt.

Stage 2 of 5

Where it leaks — the worst utilities

of electricity lost before billing (SEPCO, Sukkur)

NEPRA's own regulator report names the worst performers: SEPCO (Sukkur) loses 39.2% of the power it distributes before it's ever billed; QESCO (Quetta) 38.4%; PESCO (Peshawar) 37.1%. These four utilities alone added ₨397 billion to the debt pile in a single year.

Stage 3 of 5

The surcharge on your bill

per unit, in a given adjustment cycle (estimate)

Fuel and quarterly tariff adjustments — the line items that swing your bill up or down — partly exist to claw back exactly this kind of loss. NEPRA doesn't publish a clean 'this much of your bill is circular debt' breakdown, so this is an order-of-magnitude estimate, not an official figure.

Stage 4 of 5

The target Pakistan just missed

short of the IMF target

Pakistan committed to bring power-sector circular debt down to ₨1.61 trillion by the end of FY2025-26. It landed at ₨1.84 trillion instead — a shortfall independently confirmed across four financial-press outlets, attributed largely to K-Electric's ~₨200bn in unpaid power-purchase dues.

Stage 5 of 5

Is the fix credible?

privatization deadline for two worst utilities

The government's structural fix is to privatize Sukkur and Hyderabad's electric supply companies by the end of 2026. Independent commentary is skeptical rather than convinced — this is the second consecutive review cycle where the same structural drivers (distribution losses, non-payment) have recurred despite reform commitments.