Coal India shares jump 4% after firm reassures supply stability amid rising coal demand

Coal India shares climbed 4% to touch an intraday high of ₹475.65 apiece on Tuesday, May 26, after the state-owned firm diminished the coal shortage apprehensions. The company said that there is a 168 million tonne (MT) coal buffer to meet the summer demand.

“CIL has been corresponding with power plants to build up their stocks for peak demand periods in advance, when there is ample coal, especially in the case of the plants located at difficult logistic points. As such, CIL has an adequate quantity to meet the generation capacity of domestic coal-based plants,” the company said in a regulatory filing.

As of May 23, 2025, stocks at domestic coal-based plants are at 47.6 MTs, while the coal inventory at CIL’s own mine heads at a comfortable level of 113.5 MTs (May 24)—ahead by 10% year-on-year. This level is sufficient to meet 19 days of consumption, the company said.

Coal India, which accounts for 80% of domestic coal output, said, 'Added to this, around 3 MTs of coal are awaiting transit at points such as goods sheds, private washeries and ports.' Rakes on Run, that is, coal in transit at any point of time is around 4 MT, making a total of 168 MTs of coal available in the system.

The company said that the compression of coal stock levels at coal-fired power plants during peak summer is a normal seasonal occurrence rather than a supply-side crisis. It further added that, apart from adequate coal availability, around 50 MT of in-situ mine coal is readily available for quicker extraction and supply if demand rises.

As of May 20, 2026, of the 21 plants categorised under criticality, 11 are domestic coal-based plants, of which seven source their coal from CIL.

Coal India Q4 earnings

Coal India had posted an 11.15% year-on-year (YoY) surge in its consolidated net profit to ₹10,839.18 crore for the fourth quarter of the 2025-26 financial year (Q4 FY26). In the corresponding period of the previous fiscal year, it had logged a profit of ₹9,751.64 crore.

The Maharatna company's revenue from operations advanced 5.75% YoY to ₹46,490.03 crore during the quarter under review, compared to ₹43,961.56 crore in the March quarter of the 2024-25 fiscal year (Q4 FY25).

At an operational level, its EBITDA (earnings before interest, tax, depreciation and amortisation), also known as operating profit, stood at ₹17,917 crore for the quarter ended March 31, 2026, marking a 12% YoY increase from ₹16,040 crore in the year-ago period. Its EBITDA margin expanded to 39% for the reporting quarter, from 36% in the January-March quarter of FY25.

During the quarter, its coal production declined marginally YoY to 239 million tonnes (MT), as against 202.36 MT in the corresponding quarter of the previous year.

Coal India share price

At 3:10 PM, Coal India shares were trading at ₹460.05 apiece on the National Stock Exchange, rising 0.45%.

Shares of the firm have gained 2% over a month, while they have climbed 22% in the past six months. From the beginning of the year, shares of Coal India have soared nearly 15%.

The company has a market capitalisation of ₹2.83 lakh crore.

Shares of the company had touched their one-year high of ₹491.25 apiece on April 30, 2026, while their 52-week low of ₹368.65 was hit on August 28, 2025.