Coal India reported a 5.5% rise in coal supplies in August, reaching 60.60 million tonnes, with power sector supplies growing 4.5% during the same period.

August supply performance

The state-owned miner's overall coal supplies grew 5.5% in August, driven by increased offtake across sectors. Power sector supplies, which form a significant portion of Coal India's total dispatches, recorded a 4.5% rise during the month, reaching 48.46 million tonnes from 46.39 million tonnes in August FY26.

Supplies to the non-regulated sector (NRS) also saw robust growth, increasing by 9.6% to 12.12 million tonnes compared to 11.06 million tonnes in the corresponding month last year.

The following table summarises the key supply metrics reported for August:

Year-to-date progress and inventory

Coal India's total coal supplies during the first five months of FY27, till August, reached 322.90 million tonnes, compared to 302.60 million tonnes during the corresponding period of the previous year, registering a growth of 6.7%.

The higher supplies enabled Coal India to liquidate around 55 million tonnes of pithead coal stocks during the first five months of FY27. With approximately 76 million tonnes of coal currently available at its pitheads, the company has sufficient inventory to support power generation requirements in the coming months.

As intense rainy spells recede and drier months approach, Coal India is preparing to ramp up both production and supplies.

Coal India disclosed provisional Single Window Mode Agnostic (SWMA) e-auction data for August 2026 and the cumulative period from April to August 2026. The filing was submitted to the Bombay Stock Exchange and National Stock Exchange on September 1, 2026.

The disclosure complies with Regulation 30 of the SEBI (LODR) Regulations 2015. B. P. Dubey, Executive Director and Company Secretary, signed the submission.

August 2026 E-auction Data

In August 2026, Coal India and its subsidiaries offered a total of 210.66 lakh tonnes of coal and coal products through e-auctions. Of this quantity, 82.76 lakh tonnes were allocated to buyers, representing an allocation rate of 39%.

The average price realized in these auctions showed a 59% increase over the notified price. Subsidiary-wise performance varied significantly:

Northern Coalfields Limited achieved the highest premium over the notified price at 173%, while also achieving full allocation of its offered quantity. Mahanadi Coalfields Limited contributed the largest volume to the group's offer with 89.28 lakh tonnes, though only 30% was allocated.

Cumulative Data: April-August 2026

For the five-month period from April to August 2026 (FY27), the group offered 1,291.66 lakh tonnes through e-auctions. A total of 477.40 lakh tonnes was allocated, resulting in an overall allocation rate of 37%.

The average price increase over the notified price for this cumulative period stood at 46%. South Eastern Coalfields Limited recorded the highest allocation rate among major subsidiaries at 67%, while Bharat Coking Coal Limited had the lowest at 16%.

What the Numbers Show

There is a notable divergence between volume contribution and allocation efficiency across subsidiaries. Mahanadi Coalfields Limited accounted for nearly 38% of the total group offer volume in the cumulative period (489.81 lakh tonnes out of 1,291.66 lakh tonnes) but achieved an allocation rate of only 25%. In contrast, Northern Coalfields Limited, despite offering less than 2% of the total volume (27.91 lakh tonnes), achieved a 100% allocation rate and commanded the highest price premium at 120% over the notified price. This suggests varying demand dynamics or pricing competitiveness across different coal fields within the group.