Coal India lifts H1 offtake 7.60 percent. 360 ONE targets Coal India stock at INR 516

Published on 10/15/2026 at 10:18 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Power-sector dispatch reached 302.80 million tonnes in H1 FY 2026-27. Coal India stock draws 13.00 percent analyst upside.

Supply gains and valuation

Coal India reached 384.20 million tonnes of offtake in the first half of fiscal 2026-27, according to a release dated October 5, 2026.
Power-sector dispatch totaled 302.80 million tonnes in the same six-month period.
Coal India had a market capitalization of INR 2.6 trillion as of October 14, 2026.

Coal India, INE522F01014, Illustration mit AI erstellt.

Coal India (ISIN INE522F01014) lifted first-half fiscal 2026-27 coal offtake to 384.20 million tonnes, up 7.60 percent from 357.00 million tonnes. The company also drew a fresh analyst target of INR 516 from 360 ONE Capital Research in an October portfolio update published on October 2, 2026, as reported by The Economic Times.

Supply reaches power producers

The latest operating signal is the scale of Coal India's power-sector deliveries. A Press Information Bureau release dated October 5, 2026, said power-sector dispatch reached 302.80 million tonnes in the first half of fiscal 2026-27, compared with 285.40 million tonnes a year earlier, a 6.10 percent increase. The power sector received nearly 79 percent of total first-half offtake, keeping electricity generation at the center of Coal India's distribution strategy.

Three dated operating milestones

Coal India's recent sequence shows stronger supply volumes alongside uneven production. On July 27, 2026, consolidated revenue for the June 2026 quarter reached INR 46,255 crore and profit was INR 8,850 crore, according to OI Charts. On September 30, 2026, production for April through September was reported at 329.10 million tonnes, down 2.50 percent year over year, according to CNBC TV18. On October 5, 2026, the Press Information Bureau reported first-half offtake of 384.20 million tonnes versus 357.00 million tonnes a year earlier.

What does 7.60 percent growth change?

The comparison points to a widening gap between production and dispatch. Coal India used 63.00 million tonnes of pithead stocks during the first half, while second-quarter offtake reached 186.04 million tonnes versus 166.04 million tonnes in the comparable period, according to the Press Information Bureau. That mix supports near-term supply reliability, but it also makes inventory replenishment and production execution important variables for the rest of fiscal 2026-27.

Target and valuation frame the stock

360 ONE Capital Research cited higher e-auction premiums and a tight demand-supply backdrop behind its INR 516 target, according to The Economic Times. Separately, the average target from 24 analysts was INR 472.13, with a reported 13.00 percent upside reference on October 5, 2026. On NSE, Coal India was trading at INR 420.00 on October 15, 2026 at 1:46 p.m. IST. The stock's primary market context remains India, where the October 14 close was INR 417.00 and the 52-week range was INR 369.60 to INR 491.25.

Market value and investor dates

For investors, the key tension is operational: dispatch growth is running ahead of production growth, while analyst expectations depend on sustained power demand and improved coal realizations. Coal India's market capitalization stood at INR 2.6 trillion as of October 14, 2026, and its latest reported quarter ended June 30, 2026.