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Rahul Porwal

2nd Sep · SEBI-Registered Analyst

Coal India today reported strong supply growth

COALINDIA
Coal India today reported strong supply growth despite lower production, liquidating 55 million tonnes of pithead stocks in April–August FY27 while maintaining 76 MT inventory. The company is also investing ₹50,000 crore in coal gasification and critical minerals, signaling a major diversification push. 📊 Key Updates on Coal India (September 2, 2026) 1. Supply & Inventory Supplies in August 2026: 60.6 MT, up 5.5% YoY despite monsoon challenges. Power sector dispatches: 48.46 MT, up 4.5% YoY. Non-regulated sector (industries): 12.12 MT, up 9.6% YoY. Cumulative April–August FY27 supplies: 322.9 MT, up 6.7% YoY. Pithead stock liquidation: 55 MT reduced, leaving 76 MT inventory. 2. Production Trends August production: 47.5 MT, down 5.7% YoY. April–August FY27 production: 267.5 MT, down 4.5% YoY. Strategy: Supply-first approach — prioritizing dispatches over production by drawing down stockpiles.

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