The consecutive and significant increases in electricity bills are changing the way Brazilian companies view electricity. Previously treated as an unavoidable operating expense, it has become an integral part of decisions regarding competitiveness, cash flow, and financial management, driving a shift in the relationship between companies and the electricity sector.
“We are seeing a shift in how companies view energy, because for many years it ended up being treated as a practically unavoidable expense, something that was simply paid at the end of the month and that was it. But today, with tariff adjustments and increased pressure on margins, it (electricity) has become part of a strategic decision for companies, especially for small business owners.”
The assessment comes from Bruno Poljokan, partner at Liora, an energy fintech company that provides financial solutions and services to the corporate world, in an interview given to... Canal Solar.
The regulatory landscape helps explain this change in scenario mentioned by the executive: only in 2026, the ANEEL It has already approved tariff adjustments in 23 distributors, almost all of them with increases above inflation, affecting more than 70 million consumers.
Roraima Energia, for example, had an average readjustment approved by the Agency of 24,13%, while Copel registered an increase of 20,51%. Other concessionaires also had significant increases, such as CPFL Santa Cruz (18,89%), RGE Sul (16,06%), Enel Rio (15,60%), Cocel (14,58%), Sulgipe (12,87%) and many others.
For the business sector, the pressure may be even greater. In the RGE Sul concession area, for example, the tariff applied to high-voltage consumers (a group that includes industries and large companies) rose by 19,02%.
In this context, Poljokan states that energy has come to occupy a prominent place in companies' strategic decisions. "Today, when a business owner or a financial director sits down to discuss competitiveness, my view is that energy enters into the same conversation as payroll, pricing, and working capital. It has ceased to be a purely operational issue and has become a financial one," he said.
Energy as a service platform
According to the executive, the predictability and recurrence of energy bills also create opportunities for new business models, which, he says, go beyond simply reducing the bill.
“This happens because the energy bill is a recurring expense, meaning it's highly relevant and extremely predictable. Therefore, it can be used not only to generate savings, but also as a platform to offer other services,” he commented.
According to Poljokan, this change represents a new way of looking at energy within companies. "In practice, the conversation is no longer simply about how to reduce the energy bill, but about how to use an expense that the company would already have to improve its financial management."
According to him, this trend should gain momentum as the market matures and consumers begin to demand increasingly integrated solutions. "I think this will ultimately be the movement that defines the next phase of the energy market," he stated.
"In other words, in the future, the difference between companies will not be who offers a few percentage points more in discounts on the tariff, but who manages to transform energy into a financial service platform, a customer relationship platform. I think that's the change we're starting to see and that we believe will happen in the long term," Poljokan concluded.
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