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Coal India (CIL) Production Dips 4.7% in Jan'26; Full-Year Off-take Also Down

PSU Connect
Coal India Ltd reports provisional figures for Jan'26 & Apr'25-Jan'26 period. Production in Jan fell 4.7% to 66.3 MT. Full-period production up 2.6%, but off-take down 3%. Key subsidiary trends inside.
Coal India (CIL) Production Dips 4.7% in Jan'26; Full-Year Off-take Also Down

Kolkata, February 1, 2026 – Coal India Limited (CIL), the Maharatna public sector undertaking and the world's largest coal miner, has released its provisional production and off-take (sales) performance data for the month of January 2026 and the cumulative period from April 2025 to January 2026.

The data, filed with the Bombay Stock Exchange (BSE: 533278) and the National Stock Exchange (NSE) under SEBI's Listing Regulations, reveals a mixed performance, with production growth in the long period but a contraction in monthly output and overall sales.

Key Highlights for the Period April 2025 - January 2026:

  • Overall Production Growth: CIL's total coal production for the 10-month period stood at 609.0 Million Tonnes (MT), marking a 2.6% growth compared to 621.1 MT in the same period last year (SPLY).

  • Overall Off-take Decline: The total coal off-take for CIL during Apr'25-Jan'26 was 612.1 MT, reflecting a 3.0% decline from 631.2 MT in SPLY.

  • Subsidiary Star Performer – SECL: South Eastern Coalfields Ltd (SECL) was the standout, registering a strong 13.4% growth in production (19.7 MT vs 17.4 MT) and a 7.6% growth in off-take (138.7 MT vs 128.9 MT) for the cumulative period.

 

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January 2026: A Challenging Month

The data for January 2026 alone shows more significant challenges:

  • Monthly Production Dip: CIL's production in Jan'26 was 66.3 MT, a decrease of 4.7% from 69.5 MT in January 2025.

  • Monthly Off-take Decline: Off-take for the month was 79.8 MT, showing a marginal growth of 2.6% year-on-year (from 77.8 MT).

Subsidiary-Wise Snapshot (Apr'25-Jan'26):

  • Growth in Production: Apart from SECL, Central Coalfields Ltd (CCL) grew by 5.9% and MCL by 1.3%. NCL was largely flat.

  • Decline in Production: Notable declines were seen at BCCL (-18.3%), WCL (-4.9%), and ECL (-1.8%).

  • Growth in Off-take: Only SECL (+7.6%) and NCL (+0.3%) saw growth in cumulative off-take.

  • Decline in Off-take: Most subsidiaries saw off-take decline, led by CCL (-9.4%), WCL (-10.2%), and BCCL (-15.5%).

 

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Market and Investor Impact:

This data is a key operational performance indicator for CIL, which holds a dominant position in India's energy sector. The marginal annual production growth coupled with a decline in overall off-take may be closely watched by investors and analysts for its implications on revenue and market demand dynamics. The robust performance of SECL highlights operational efficiencies in specific subsidiaries.

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