COALINDIANSECoal India Limited· MiningMediumNeutral
Announced Mon, 12 May · 19:03 IST

Coal India Limited has informed the Exchange about Investor Presentation

Analyst Day Multiyear TargetsMgmt Guided Margin ImprovementInvestor Communications View source PDF

COALINDIA · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Coal India has shared its May 2025 corporate presentation detailing operational, financial, and growth highlights. The company recorded its highest-ever coal production of 781 MT in FY 24-25, up from 596 MT in FY 20-21 (CAGR of ~6.9%). FY 24-25 financials: net revenue ₹1,43,369 Cr, EBITDA ₹51,640 Cr, PAT ₹35,302 Cr, and EPS of ₹57, with total dividend payout of ₹16,331 Cr (₹26.50 per share). The company targets 1 BT production by FY 28-29 and 1.22 BT by FY 34-35, supported by new railway evacuation lines and first-mile connectivity projects. Diversification plans include three coal gasification JVs (~₹37,050 Cr capex with BHEL, GAIL, BPCL), 9.5 GW renewable energy pipeline (3 GW net-zero target by FY 27-28), thermal power projects, and critical mineral acquisitions in India and overseas.

Likely market impact

Reinforces CIL's strong cash generation, consistent dividend track record, and a clear long-term growth roadmap beyond traditional coal mining. Near-term stock impact is likely neutral as the data is largely reaffirming known strategy, but the diversification pipeline signals long-term optionality for shareholders.