Coal India’s December 2025 provisional data shows production up 4.6% at 75.7 MT, while offtake fell 5.2% to 64.9 MT. The divergence reflects strong supply but weaker demand from power and industrial sectors. Cumulative production reached 529.2 MT, with offtake at 544.7 MT, highlighting inventory build-up and demand moderation.
Coal India Limited (CIL) released its provisional performance figures for December 2025, showing a mixed trend between production and offtake.
Key highlights of the announcement include:
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Coal production in December stood at 75.7 million tonnes (MT), marking a 4.6% increase compared to 72.4 MT in December 2024.
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Coal offtake, however, fell to 64.9 MT, a 5.2% decline from 68.5 MT last year, reflecting weaker demand from power and industrial consumers.
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Cumulative production for April–December 2025 reached 529.2 MT, while cumulative offtake stood at 544.7 MT, indicating strong supply but moderated consumption.
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Analysts suggest the divergence highlights inventory build-up at power plants and sluggish industrial demand, even as production efficiency improves.
Despite the dip in offtake, Coal India remains on track to meet its FY26 production targets, supported by higher output from subsidiaries like South Eastern Coalfields and Northern Coalfields.
This performance underscores the dual challenge for Coal India: balancing rising production with fluctuating demand, while continuing to play a critical role in India’s energy security.
Sources: InvestyWise, CNBC TV18