Grupo Energisa (ENGI11) reported consolidated power consumption of 3,954 GWh in September 2026, combining captive and free markets, an 8.3% increase compared to the same month in 2025. The performance was driven mainly by the residential and commercial classes, in a scenario of organic market growth, income and employment at favorable levels, and higher temperatures in part of the concessions, especially in the Northeast region, which boosted cooling needs. All of the group’s distributors grew in the month, with highlights to EPB (+12.9%), ESE (+12.3%), EMT (+11.5%) and ERO (+9.2%).
In the third quarter of 2026, consolidated power consumption reached 11,420 GWh, up 8.6% over 3Q25, again with the residential and commercial classes as the main growth drivers. Higher temperatures and greater cooling needs were observed in all of Grupo Energisa’s concession areas, reinforcing the increase in consumption. EMT (+12.2%) and EPB (+9.3%) stood out in quarterly growth.
In the year to September 2026, power consumption in the captive and free markets totaled 33,437 GWh, a 5.5% increase compared to the same period in 2025. The residential and commercial classes remained the main growth engines, supported by organic growth, connection of new loads, expansion of the labor market and income, and favorable weather conditions, with higher Cooling Degree Days (CDD) indices in concessions in the North and Center-West regions. EMT (+8.4%), ERO (+5.9%), EPB (+5.4%) and EMS (+4.1%) were the standouts in cumulative growth.
Unbilled supply fell 42.5% in September, mainly reflecting the reduction in unbilled days, which offset the impact of higher billed consumption. In the quarter and in the year to date in 2026, this supply tracked the growth in billed consumption, with little influence from changes in the number of unbilled days.
Grupo Energisa closed 3Q26 with total power losses of 12.12% on a 12-month basis, below the regulatory limit of 13.09% for the sixth consecutive quarter and 0.15 percentage point lower than in 2Q26. Eight of the nine distributors remained below their regulatory limits, with ERO standing out for reaching this condition for the first time, the result of structural actions to combat losses and integrated management among the distributors.
