Coal India raises H1 supply to 384.20 Mt, testing Coal India stock

Published on 10/20/2026 at 10:29 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Coal India supplied 384.20 Mt in H1 while production fell 2.50 percent. Its 815 Mt target requires 494 Mt in H2, shaping Coal India stock.

Production and supply gap widens

Coal India supply reached 384.20 Mt in the first half of fiscal 2026-27, while production fell 2.50 percent.
Second-quarter supply rose 12.04 percent to 186.04 Mt, compared with 3.81 percent production growth.
Coal India needs 494 Mt in the second half to reach its 815 Mt fiscal 2026-27 production target.
The next earnings date is November 6, 2026, according to TradingView.

Coal India, INE522F01014, Illustration mit AI erstellt.

Coal India (INE522F01014) supplied 384.20 million tonnes in the first half of fiscal 2026-27, while production fell 2.50 percent. A Discovery Alert analysis dated October 15, 2026, said the gap was funded by pithead stock drawdowns rather than matching mine output.

Three dates show the shift

On September 4, 2026, Coal India had an ex-date for an INR 5.25 per-share dividend, according to NSE India. On October 15, 2026, the production and supply analysis reported second-quarter output of 151.37 million tonnes and supply of 186.04 million tonnes. On October 19, 2026, NSE India showed Coal India at INR 411.70, with a 52-week range of INR 369.60 to INR 491.25.

What does the supply gap mean?

The second-quarter figures show supply rising 12.04 percent while production increased 3.81 percent. That 8.21 percentage-point gap matters because dispatch growth can slow when inventory buffers are depleted.

The half-year target math is demanding. Coal India needs 494 million tonnes in the second half to reach its fiscal 2026-27 production goal of 815 million tonnes, while first-half production stood at 321 million tonnes. The analysis also put first-half supply at 384.20 million tonnes, equal to 45.20 percent of the 850 million-tonne annual supply target.

When are the next figures due?

TradingView lists November 6, 2026, as Coal India's next reporting date. The date is the next scheduled event for investors tracking whether production catches up with supply.

Coal India stock stays in context

Coal India closed at INR 411.70 on the NSE on October 19, 2026, at 4:00 p.m. IST. NSE India reported a market capitalization of INR 2.5 trillion on that date, while the stock's 52-week high was INR 491.25.