Households consumed ~47.5% of electricity; industry ~31.5%.
Source
Pakistan Economic Survey — https://www.brecorder.com/live/economic-survey-2025-26. Verified in source set / retroactive normalization pending.
What it proves
Energy reform affects household welfare and industrial competitiveness differently.
What it does not prove: A share of units consumed is not a share of the subsidy bill or of cost recovery, and it says nothing about access quality — industry's smaller 31.5% may reflect a thin industrial base in an economy where agriculture is 23.44% of GDP, not restrained factory demand. It is also one fiscal year's metered grid consumption, so self-generation and unbilled losses sit outside the denominator.
Memory hook: 47.5% vs 31.5% → homes outconsume factories by half again
Rebuts the claim: "Electricity tariff reform is an industrial-competitiveness question, not a household-welfare one" — households are the single largest consuming category, so tariff design is distributional before it is industrial.