Budget 2024 | Treasury threatens to cut Eskom’s debt relief allocation

SOEs continue to post net losses

30 October 2024 - 15:47
By Khulekani Magubane
Finance minister Enoch Godongwana speaks at a press conference ahead of his 2024 medium-term budget policy statement in Cape Town on October 30 2024.
Image: Shelley Christians/Reuters Finance minister Enoch Godongwana speaks at a press conference ahead of his 2024 medium-term budget policy statement in Cape Town on October 30 2024.

The National Treasury has threatened to cut R2bn from Eskom’s debt relief allocation if the power utility once again fails to dispose of its Finance Company, a key condition for the debt support.

The government announced in 2023 a R254bn debt relief for Eskom through three separate allocations of R78bn in 2023/24, R66bn in 2024/25 and R40bn in 2025/26. The debt relief was granted to Eskom to strengthen its balance sheet as it battled with a R450bn debt burden.

“Eskom’s allocation for 2024/25 will be reduced by R2bn to R64bn should it fail to dispose of the Eskom Finance Company by March 31 2025,” the Treasury said in the medium-term budget policy statement on Wednesday.

It also bemoaned the fact that despite improvements in some areas, state-owned entities (SOEs) continued to post net losses, fall short of performance targets and account for a significant portion of the country’s contingent liabilities.

Eskom still constitutes 84% of South Africa’s exposure, although guarantees to SOEs decreased from R543.6bn in 2022 to R448.1bn in 2023.

“The financial position of state-owned companies remains distressed. Despite several notable operational improvements, such as Eskom, most major state-owned companies continue to post net losses and fall short of their performance targets,” the statement said.

“Many remain unable to fund their operations and debt obligations adequately. They’re also unable to optimally invest in infrastructure, with many entities requiring some form of state support to implement their recovery plans.”

The statement said SOE debt amounting to R37.7bn, much of which was domestic and expected to be refinanced, would mature in 2024/25. A total of R122.6bn in debt is expected to mature between 2024/25 and 2028/29, R18.2bn of which is guaranteed by the state. Foreign capital repayments amount to R30.5bn.

Business Times