360 ONE set an INR 516.00 target for Coal India stock

Published on 10/13/2026 at 10:56 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Coal India supplies rose 12.50 percent to 61.20 million tonnes in September. Coal India stock has an INR 516.00 target dated October 2, 2026.

Key points in brief

360 ONE set an INR 516.00 target for Coal India stock on October 2, 2026.
Coal India increased September supplies 12.50 percent to 61.20 million tonnes.
Q1 FY27 revenue reached INR 462.55 billion, while adjusted EBITDA fell 8.50 percent year over year.
The stock was last quoted at INR 408.45 on the NSE on October 13, 2026.

Coal India, INE522F01014, Illustration mit AI erstellt.

360 ONE set an INR 516.00 target for Coal India stock on October 2, 2026, citing stronger coal offtake, resilient thermal generation and improved e-auction prospects, according to Economic Times. The latest NSE quote was INR 408.45 at 2:24 p.m. IST on October 13, 2026.

Three operating milestones set the trend

On July 28, 2026, Coal India reported Q1 FY27 revenue of INR 462.55 billion and net income of INR 88.52 billion. The revenue figure was 7.80 percent higher year over year, while adjusted EBITDA fell 8.50 percent year over year to INR 102.38 billion, according to DSIJ.

On August 1, 2026, Coal India said July production rose 8.44 percent year over year to 50.36 million tonnes, while supplies increased 18.38 percent to 64.19 million tonnes. The company also reported that July supplies reached a monthly record, according to Coal India.

On October 1, 2026, Coal India reported September supplies of 61.20 million tonnes, up 12.50 percent from 54.40 million tonnes a year earlier. Production increased 9.18 percent to 53.50 million tonnes, giving the operational update a stronger volume profile than the Q1 profit growth alone suggests.

What does the supply growth mean for margins?

Coal India said second-quarter supplies reached 186.04 million tonnes, up 12.04 percent year over year, while production rose 3.81 percent to 151.37 million tonnes. The comparison matters because higher offtake can improve inventory turnover, but the Q1 adjusted EBITDA decline shows that volume growth has not automatically translated into stronger profitability.

For the current fiscal year, the company assigned itself a production target of 815 million tonnes and a supply target of 850 million tonnes. The October 1 release also said higher supplies helped liquidate 63 million tonnes of pithead coal stocks during the first six months of fiscal 2026-27, according to Coal India.

Recent dates add an operational check

Coal India reported year-to-date offtake of 406.51 million tonnes on October 11, 2026, equal to 94.42 percent of its year-to-date target of 430.56 million tonnes. Its October month-to-date production was 25.51 million tonnes on October 12, 2026, or 95.13 percent of the monthly target, according to the company's operating tables at Coal India.

The market case therefore rests on two different figures: supply momentum remains visible, while adjusted profitability needs monitoring. Anand Rathi Research retained a Buy rating and an INR 520.00 target in its July 28, 2026 update, with Q1 revenue broadly in line with its INR 469.03 billion estimate, according to DSIJ.

Coal India stock and the NSE quote

Coal India Limited was last quoted at INR 408.45 on the NSE at 2:24 p.m. IST on October 13, 2026. The finance quote showed a market capitalization of INR 2.5 trillion and a 52-week range of INR 369.60 to INR 491.25, keeping the current market figure below the annual high.

Market context: Market report BSE Sensex.