Coal India stock draws on 12.5 percent supply growth

Published on 10/07/2026 at 09:21 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Coal India stock trades at INR 414.95 on October 7, 2026, while its 52-week range is INR 369.60 to INR 491.25. Q1 FY27 revenue reached INR 46,254.80 crore, up 7.77 percent year over year.

Coal India, INE522F01014, Illustration mit AI erstellt.

Coal India (ISIN INE522F01014) was trading at INR 414.95 on the NSE on October 7, 2026 at 12:49 p.m. IST, up 0.80 percent from the prior close. The company reported a 12.5 percent increase in September FY 2026-27 coal supplies to 61.20 million tonnes, keeping operating growth at the center of the stock story.

September supplies set the tone

According to Coal India on October 1, 2026, supplies to the power sector rose 10.63 percent to 48.90 million tonnes from 44.20 million tonnes in the comparable period. Total September production increased 9.18 percent to 53.50 million tonnes from 49.00 million tonnes.

The company also reported Q2 FY 2026-27 supplies of 186.04 million tonnes, a 12.04 percent year-over-year increase. Q2 production rose 3.81 percent to 151.37 million tonnes from 145.82 million tonnes, showing that supply growth outpaced production growth during the quarter.

Quarterly earnings add context

Coal India's latest reported financial quarter was Q1 FY27. Business Standard reported on September 22, 2026 that net sales reached INR 46,254.80 crore, up 7.77 percent from Q1 FY26, while consolidated net profit rose 0.63 percent to INR 8,852.11 crore.

The earnings mix matters because volume expansion has not translated into equivalent profit growth. The Q1 figures pair a 7.77 percent sales increase with a 0.63 percent net profit increase, leaving margins and realization trends as key checkpoints for the next results cycle.

Analyst targets remain above the quote

Investing.com listed a Buy consensus for Coal India from 24 analysts, including 17 Buy, 5 Hold and 3 Sell recommendations. The average 12-month target was INR 468.92, with a high of INR 550 and a low of INR 370.

Against the INR 414.95 NSE quote on October 7, 2026, the average target lies 13.0 percent above the price. That comparison gives the supply data a clear market test: continued volume growth must be matched by earnings progress for the valuation case to strengthen.

Coal India stock holds near INR 415

Coal India was trading at INR 414.95 on the NSE on October 7, 2026 at 12:49 p.m. IST. The 52-week range was INR 369.60 to INR 491.25, and the market capitalization stood at INR 2.6 trillion.