Analysis published 27 Mar 2026
AI-generated · cited to primary sources · not investment advice
Coal India (533278) Oct 2025 Filing Analysis
04 · Risk
What could break the thesis?
MDO Operator Production Ramp-Up
Production remains weak, falling 4% in Q2 FY26 compared to Q2 FY25. Major subsidiaries like BCCL and CCL saw production drops of 22% each against the previous year's quarter, significantly missing targets. (1 intensifying, 1 stable)
“Overall CIL Q2 25-26 Actual: 145.83; Q2 24-25 Actual: 152.05; Variance: -4%”
Coal India · Investor PPT · Oct 2025 · p.11
See the full cited Risk analysis of Coal India
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