Coal India denies supply shortfall to NTPC despite critical coal stocks
Coal India is in focus.
· BS Companies
CIL says it supplied 97 million tonnes of coal to NTPC and its joint ventures in H1FY27, exceeding contractual commitments despite critically low stocks at several power…
The analysis
Against that, the stock is +0.5% on the day at ₹411.55, and has returned -4.3% over three months. It sits 15% below its 52-week high. The metals & mining sector has moved -4.9% over the same period, so Coal India is running 0.6 points ahead of its peers.
For Coal India, the question is how much of this is already reflected in the price and how much re-rates the metals & mining peer set alongside it.
Market context
- The company directly in focus is COALINDIA.
- Sector exposure: Metals & Mining, Power.
In this story
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