Production and offtake diverge in August
Coal India Limited's coal production declined 5.7% year-on-year in August 2026, while coal supplies increased 5.5% during the month, according to provisional operational data filed by the company with the stock exchanges on September 1.
Coal India produced 47.5 million tonnes (MT) of coal in August, compared with 50.4 MT in the same month last year. Coal supplies, referred to as offtake in the filing, rose to 60.6 MT from 57.4 MT a year earlier. The company said the figures were provisional and based on its ERP report generated on September 1.
April-August trend
The pattern held during the first five months of the financial year. Coal India's cumulative production during April-August stood at 267.5 MT, down 4.5% from 280.2 MT in the corresponding period last year. Cumulative coal supplies, however, increased 6.7% to 322.9 MT during April-August, compared with 302.6 MT in the year-ago period.
Subsidiary performance varies
Among Coal India's subsidiaries, Eastern Coalfields reported a 39.5% rise in August production, while Western Coalfields and Central Coalfields recorded growth of 24.7% and 19.5%, respectively. On the offtake front, Eastern Coalfields reported a 45.3% year-on-year increase, Western Coalfields rose 47.3%, and Central Coalfields and Mahanadi Coalfields recorded growth of 28.1% and 5%, respectively.
Production, however, declined 24.8% at Northern Coalfields, 10.2% at South Eastern Coalfields, and 10% at Mahanadi Coalfields during the month.
Context from earlier months
The August production decline follows a stronger July, when Coal India recorded an 8.42% year-on-year increase in production to 50.35 MT. Its coal dispatches in July rose 17.43% to 63.67 MT, according to a Ministry of Coal release issued in August.
Coal supplies and the power sector
Coal supplies remain important for India's electricity sector. Coal and lignite-based power plants accounted for 69.54% of the electricity supplied in the country during April-June 2026, according to a Ministry of Power reply in the Rajya Sabha.
The Ministry of Coal had said in August that the country's coal supply position for the power sector continued to remain adequate. The ministry had also cited that as of August 4, about 148 MT of coal was available at thermal power plants, pitheads, and in transit, sufficient to meet around 62 days of power-sector coal consumption.