Coal India June 2026: Off-take Rises 7.5% to 65.8M Tonnes, Production Dips
Coal India reported a 7.5% YoY rise in June 2026 off-take to 65.8 million tonnes, while production declined 0.6% to 57.4 million tonnes. Cumulative April-June 2026 off-take grew 3.5% to 197.7 million tonnes, though production fell 7.5% to 169.6 million tonnes. CCL led monthly growth in both production and off-take, while MCL and BCCL recorded notable declines.

*this image is generated using AI for illustrative purposes only.
Coal India reported a 7.5% year-on-year increase in off-take to 65.8 million tonnes for June 2026, while provisional production dipped 0.6% to 57.4 million tonnes. The company disclosed its provisional production and off-take performance for the month and the progressive period April to June 2026 in a regulatory filing.
Production Performance
For June 2026, Coal India's total production stood at 57.4 million tonnes compared to 57.8 million tonnes in the same period last year. The cumulative production for April to June 2026 reached 169.6 million tonnes, a decrease of 7.5% from 183.3 million tonnes in the corresponding period of the previous year. Among subsidiaries, CCL posted the strongest monthly growth at 35.4%, while MCL recorded the steepest decline at 18.3%.
| Subsidiary: | Jun'26 Actual (Mill Te) | Jun'26 Last Year (Mill Te) | Growth (%) | Apr-Jun'26 Actual (Mill Te) | Apr-Jun'26 Last Year (Mill Te) | Growth (%) |
|---|---|---|---|---|---|---|
| ECL | 3.9 | 3.5 | 11.8 | 11.4 | 11.5 | -1.0 |
| BCCL | 2.3 | 2.6 | -11.8 | 6.6 | 9.0 | -27.5 |
| CCL | 6.1 | 4.5 | 35.4 | 18.3 | 16.6 | 10.0 |
| NCL | 11.2 | 11.3 | -0.1 | 30.0 | 35.9 | -16.3 |
| WCL | 5.0 | 4.8 | 3.6 | 16.6 | 17.4 | -4.4 |
| SECL | 14.4 | 13.3 | 7.8 | 44.1 | 41.1 | 7.2 |
| MCL | 14.5 | 17.7 | -18.3 | 42.5 | 51.6 | -17.5 |
| NEC | 0.00 | 0.00 | — | 0.0 | 0.1 | -75.2 |
| CIL | 57.4 | 57.8 | -0.6 | 169.6 | 183.3 | -7.5 |
Off-take Performance
Total off-take for June 2026 rose to 65.8 million tonnes from 61.2 million tonnes in the same period last year. The cumulative off-take for the first three months of the fiscal year grew 3.5% to 197.7 million tonnes, up from 191.0 million tonnes in the prior year period. CCL led monthly off-take growth among subsidiaries with a notable 51.5% rise, while BCCL was the only subsidiary to record a cumulative decline of 14.5%.
| Subsidiary: | Jun'26 Actual (Mill Te) | Jun'26 Last Year (Mill Te) | Growth (%) | Apr-Jun'26 Actual (Mill Te) | Apr-Jun'26 Last Year (Mill Te) | Growth (%) |
|---|---|---|---|---|---|---|
| ECL | 4.4 | 4.0 | 10.1 | 13.8 | 12.5 | 10.4 |
| BCCL | 2.7 | 2.7 | 0.0 | 7.7 | 9.0 | -14.5 |
| CCL | 7.5 | 5.0 | 51.5 | 21.8 | 18.8 | 16.0 |
| NCL | 11.0 | 10.9 | 1.1 | 32.9 | 34.7 | -5.0 |
| WCL | 6.0 | 5.8 | 2.9 | 17.8 | 17.7 | 0.6 |
| SECL | 16.3 | 15.5 | 4.8 | 48.8 | 46.3 | 5.3 |
| MCL | 18.0 | 17.4 | 3.5 | 54.9 | 52.0 | 5.6 |
| NEC | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| CIL | 65.8 | 61.2 | 7.5 | 197.7 | 191.0 | 3.5 |
Historical Stock Returns for Coal India
| 1 Day | 5 Days | 1 Month | 6 Months | 1 Year | 5 Years |
|---|---|---|---|---|---|
| -0.83% | -2.01% | -4.91% | +9.40% | +11.09% | +196.90% |
How will the widening gap between production and off-take impact Coal India's inventory levels and stockpiling costs?
What specific operational challenges caused MCL's steep 18.3% production decline, and are these issues expected to persist?
Can the strong off-take growth be sustained in the coming quarters given the 7.5% drop in cumulative production?































