THE AYALA GROUP, through ACEN Corp.’s retail electricity supply arm ACEN RES, retained the most important share within the retail renewable energy (RE) marketplace for three consecutive years, based on the Philippine Electricity Market Corp. (PEMC).
In its annual retail market assessment report, PEMC said the Ayala group’s market share when it comes to end-users rose to around 65% in 2025 from 36% in 2022.
This made the Ayala group the most important provider under the Green Energy Option Program (GEOP), a government initiative that enables eligible consumers to source electricity from RE suppliers.
In line with PEMC, the rise within the Ayala group’s share of GEOP end-users tracked the rise in its overall energy share.
“This means that its customer base isn’t only large in number but additionally meaningful when it comes to aggregate energy demand,” the agency said.
Lopez-led First Gen Corp. was the second-largest RE retailer last 12 months with a market share of 20%, followed by the Meralco group at 2% and the Aboitiz group at 1%.
Launched in 2021, GEOP allows eligible consumers with a monthly average peak demand of 100 kilowatts (kW) to source 100% renewable energy from a preferred supplier.
The edge is ready to be lowered to 50 kW after the Department of Energy revised the foundations and guidelines governing GEOP implementation.
PEMC said the GEOP segment grew in 2025, with the variety of end-users increasing to 791 from 199 in 2022.
Supplier participation also increased, with registered RE suppliers rising to 21 and energetic suppliers to 13 by yearend.
PEMC reported that GEOP demand increased throughout the 12 months, rising from 67 gigawatt-hours (GWh) in January to just about 98 GWh by December.
GEOP end-users within the industrial sector accounted for a lot of the demand, while industrial end-users, though fewer, provided stable consumption levels. — Sheldeen Joy Talavera