Coal India lifted H1 offtake 7.60 percent. Coal India stock sits 17.77 percent below its high

Published on 10/12/2026 at 09:39 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

First-half fiscal 2026-27 offtake reached 384.20 million tonnes, up 7.60 percent. Coal India stock was INR 404.00 on October 12, 2026, below INR 491.25.

Key points in brief

Coal India lifted coal offtake 7.60 percent to 384.20 million tonnes in the first half of fiscal 2026-27.
Power-sector dispatch reached 302.80 million tonnes, up 6.10 percent year over year.
Coal India stock was INR 404.00 on October 12, 2026, 17.77 percent below its INR 491.25 52-week high.
360 ONE Capital Research set an INR 516 target on October 2, 2026.

Coal India, INE522F01014, Illustration mit AI erstellt.

Coal India (INE522F01014) lifted first-half fiscal 2026-27 coal offtake 7.60 percent to 384.20 million tonnes from 357.00 million tonnes, while Coal India stock stood 17.77 percent below its INR 491.25 52-week high on October 12, 2026. The supply figures were published by the Press Information Bureau on October 5, 2026.

Three supply milestones in fiscal 2026-27

On October 1, 2026, Coal India reported first-half production of 321.00 million tonnes, equal to 39.00 percent of its 815.00 million tonne fiscal target, according to CNBC TV18.

On October 5, 2026, the government release put first-half offtake at 384.20 million tonnes versus 357.00 million tonnes a year earlier. On October 9, 2026, Construction World reported October average daily power-plant supply of 1.78 million tonnes, up from 1.63 million tonnes in September.

What does stronger supply mean?

The key operational comparison is power-sector dispatch. Coal India sent 302.80 million tonnes to power producers in the first half of fiscal 2026-27, versus 285.40 million tonnes in the year-earlier period, a 6.10 percent increase, according to the Press Information Bureau. September total supplies reached 61.20 million tonnes, compared with 54.40 million tonnes in September 2025, a 12.50 percent increase.

The operating improvement also has a market counterweight: first-half production was 2.50 percent below the year-earlier 329.10 million tonnes, leaving 494.00 million tonnes required in the second half to meet the fiscal target, CNBC TV18 reported on October 1, 2026.

For valuation context, 360 ONE Capital Research named Coal India a Buy with an INR 516 target on October 2, 2026, as reported by The Economic Times. The target is 27.72 percent above the INR 404.00 NSE price, using the same Indian rupee currency.

Coal India price and market value

Coal India was trading at INR 404.00 on the NSE on October 12, 2026 at 1:07 p.m. IST. The price was 17.77 percent below the INR 491.25 52-week high and above the INR 369.60 low, while market capitalization stood at INR 2.5 trillion.