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 -1.0% on the day at ₹389.00, and has returned -6.8% over three months. It sits 19% below its 52-week high. The metals & mining sector has moved -9.5% over the same period, so Coal India is running 2.7 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
- In focus: Coal India (COALINDIA), in Metals & Mining.
- On the day, 1 of 2 are higher: NTPC leads at +1.9% and Coal India trails at -1.0%.
- Over three months: Coal India -6.8% against Metals & Mining -9.5% (2.7 points ahead); NTPC -8.3% against Power -13.2% (4.9 points ahead).
- Trading well above normal today: Coal India at 3.3 times its 20-day average volume.
| Company | Price | Day | 1M | 3M | From 52-wk high | Volume vs 20-day | Market cap |
|---|---|---|---|---|---|---|---|
| Coal IndiaCOALINDIA · Metals & Mining | ₹389.00 | -1.0% | -8.5% | -6.8% | -19.2% | 3.3× | — |
| NTPCNTPC · Power | ₹316.25 | +1.9% | -2.0% | -8.3% | -22.9% | 1.8× | — |
Metals & Mining
1M -9.3% · 3M -9.5%
Coal India
Power
1M -6.9% · 3M -13.2%
NTPC
Prices as of 30 Oct 2026, 16:10 IST. Sector moves are the average of the stocks we track in each sector.
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