Key Highlights

This report examines Pakistan's consumer-driven distributed solar transition, highlighting that it represents a broader energy system transformation rather than simply a change within the power sector. It maps approximately 38 GW of installed capacity across four sectors – residential, industrial, agricultural and commercial focusing on FY23 (July 2022-June 2023)-FY25 (July 2024-June 2025) and tracing the distinct role solar has played in each: unlocking suppressed demand, displacing fossil fuels, and absorbing demand growth outside the grid. This study also looks ahead at the next frontiers of solarisation across these sectors and transportation, where electrification has yet to meaningfully take hold.