COALINDIANSECoal India Limited· MiningMediumNeutral
Announced Mon, 27 Apr · 20:36 IST

Investor Presentation made by Company on the Audited Financial Results of Coal India Limited (Standalone & Consolidated) for the 4th Quarter and Financial year ended 31st Mar 26.

Mgmt Guided Margin PressureInvestor Communications View source PDF

COALINDIA · price

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Price reaction · full curve 14 horizons · vs prior close
+5.8%1-day move
₹454.50
prior close
₹456.20
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+1.6+2.9+2.7+3.4+5.8+6.0+5.6+4.0+3.1+0.6+1.0+0.8-2.6
Up moveDown movePending
AI summary

Coal India reported FY 2025-26 revenue of Rs 1,68,400 crore, essentially flat versus Rs 1,69,177 crore in FY 24-25. However, PAT dropped 12% to Rs 31,071 crore from Rs 35,450 crore, and EBITDA margin fell to 32% from 34%. The decline was driven by a one-time provision of Rs 1,458 crore for executive pay upgradation, higher employee costs, and a Rs 3,635 crore increase in Jharkhand Mineral-Bearing Land Cess (Rs 250 to Rs 450 per tonne). Coal production fell 2% to 744.88 MT against a target of 900.24 MT, while offtake also declined 2% to 768.19 MT. The company received maiden dividend of Rs 500 crore from JV HURL and took several strategic steps including listing of BCCL and CMPDIL, incorporation of a renewable energy subsidiary, and acquisition of a Rare Earth Element block.

Likely market impact

The 12% PAT decline and margin compression signal cost pressures that could weigh on near-term shareholder returns despite flat revenues. However, new energy and mineral diversification moves may provide long-term growth levers.