Treet Corporation is positioning itself to enter Pakistan’s emerging lithium-ion battery market as electric vehicle adoption accelerates and solar power gains traction nationwide. The company aims to move beyond traditional lead-acid batteries toward advanced energy storage solutions, betting that lithium-ion will become central to future mobility and energy infrastructure.

The federal government recently finalized a draft of the National Lithium-Ion Battery Manufacturing Policy 2026–2031, outlining Chinese-backed investments of up to $558 million in local assembly and manufacturing facilities. The policy aligns with rising EV interest boosted by new Chinese brands and growing demand for rooftop solar as households and industries look for energy autonomy amid weakening net-metering economics.

Unlike UPS-grade VRLA batteries, which dominate Pakistan’s current market, lithium-ion storage supports variable charging cycles and is therefore better suited for EVs, hybrid vehicles, and solar-based off-grid systems. With estimated imports reaching 1.25 GWh in 2024 and projected demand rising to 8.75 GWh by 2030, Pakistan faces increasing import exposure creating an opportunity for local players.

Treet, already a contender in the battery market through Daewoo-branded products (with Rs 8.8 billion in lead-acid revenue last year), is partnering with China’s Highstar Digital Energy Technology to import, distribute, and later assemble lithium-ion battery systems locally. According to CEO Syed Sheharyar Ali, the plan follows a three-phase roadmap: initial imports, domestic assembly and integration, and gradual localization as volumes scale. The company also sees utility-scale Battery Energy Storage Systems (BESS) as a longer-term growth area, enabling grid stability and renewable integration.

The firm expects local assembly to reduce currency risks, shorten lead times, enhance after-sales support, and lower total system costs by 10–15% over time. However, success hinges on regulatory clarity, BESS safety standards, import duty rationalization, battery recycling frameworks, and policy continuity—areas where Pakistan’s ecosystem remains underdeveloped.

Experts note that lithium-ion infrastructure could play a critical role in Pakistan’s green transition, strengthening both rooftop solar economics and national grid resilience. While Treet is among the first movers, industry players argue that the storage market is large enough for multiple entrants, provided incentives remain consistent and aligned with national energy objectives.