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.

Coal India Limited approved a final dividend of ₹5.25 per equity share for FY26 at its 52nd Annual General Meeting held on August 31, 2026. The payout maintains the total annual dividend at ₹26.50 per share, confirming earlier interim payments of ₹5.50, ₹10.25, and ₹5.50.

The Maharatna PSU reported consolidated revenue from operations of ₹1,68,400 crore in FY26, down slightly from ₹1,69,177 crore in the previous year. Profit after tax (PAT) declined to ₹31,071 crore from ₹35,450 crore, while EBITDA fell to ₹53,276 crore from ₹57,139 crore.

Operational and Financial Overview

Production stood at 768.19 million tonnes against 781.06 million tonnes previously, with offtake at 744.83 million tonnes. The company attributed the dip in operational metrics to heavy rainfall in Q2 and evacuation constraints, though Q4 showed recovery. E-auction allocations rose to 101.72 million tonnes from 89.38 million tonnes, but average premiums moderated to 38% from 48%.

What the Numbers Show

While top-line revenue remained stable, profitability contracted significantly due to lower average realizations and higher depreciation. EBITDA margins slipped to 32% from 34%, and net profit margins declined to 18% from 21%. Despite the profit dip, return on average equity remained robust at 30%, supported by a strong balance sheet with net worth rising 17% to ₹1,19,102 crore.

Strategic Developments and Board Appointments

The AGM approved several key appointments:

• Shri B. Sairam appointed as Whole-time Director to function as Chairman-cum-Managing Director.
• Shri Ashim Kumar Modi appointed as Part-time Official Director.
• Shri Asheesh Kumar appointed as Whole-time Director (Business Development).
• Smt Sona Kumari appointed as Independent Director.
• Shri Mukesh Choudhary reappointed as Director (Marketing).

Coal India also highlighted progress in diversification, including the listing of subsidiaries Bharat Coking Coal Limited and Central Mine Planning and Design Institute Limited. The company laid the foundation stone for India’s first commercial coal gasification project, a ₹25,000 crore joint venture with BHEL. Additionally, GST revision on coal eliminated the inverted duty structure, allowing utilization of ₹5,985 crore in input tax credit, improving working capital efficiency.

Voting Details

All nine resolutions were approved by shareholders with requisite majority. The final dividend resolution received support from 99.6% of votes polled. The appointment of B. Sairam as CMD was supported by 95.7% of votes. Total shareholders on record were 2,687,921 holding 6,162,728,327 shares.