India: CIL registers y-o-y dip in production in Jul’25, maintains focus on recovery

• Production, dispatches drop 6% y-o-y in Apr-Jul’25
• Jul’25 sees double-digit fall y-o-y in output, offtake

Coal India Limited (CIL), a Maharatna public sector enterprise under the Ministry of Coal, has released its provisional coal production and offtake figures for July 2025, along with consolidated data for the April-July 2025 period. The figures reflect a y-o-y decline in both coal production and dispatch volumes, attributed to operational and environmental challenges.

Jul’25 sees double-digit decline in output

In July 2025, CIL recorded a total coal production of 46.4 million tonnes (mnt), marking a sharp 16% decrease from 55 mnt reported in July 2024. Among its subsidiaries, Mahanadi Coalfields Limited (MCL) contributed the highest production at 14.7 mnt, registering a 13% drop y-o-y. Northern Coalfields Limited (NCL) followed with 10.6 mnt, reflecting a 10% decline, while South Eastern Coalfields Limited (SECL) produced 9.7 mnt, down by 11% from July last year.

Production drops 6% in Apr-Jul’25

For the first four months of FY’26 (April-July), CIL’s total coal production stood at 229.8 mnt, down 6% from 244.3 mnt in the corresponding FY’25 period. This trend indicates persistent pressures across mining operations, including weather disruptions and supply chain constraints.

Dispatches also show decline in Jul’25

CIL’s coal offtake in July 2025 was at 53.7 mnt, a significant 11% reduction from 60.5 mnt in July 2024. MCL once again led the dispatch figures with 16.4 mnt, though this marked a modest 2.9% decrease y-o-y. SECL maintained near-stable performance with 12.9 mnt, while NCL recorded an offtake of 10.4 mnt, showing a 12% dip compared to the same month last year.

Apr-Jul’25 offtake declines, in line with output reduction

During April-July, the total offtake stood at 244.5 mnt, down by 6% from 259.4 mnt in the corresponding period of the previous fiscal year. The decline in offtake mirrors the reduction in output, reflecting downstream impacts on supply commitments.

Outlook

Despite the y-o-y contraction, CIL remains committed to stabilising its performance in the coming months. Efforts are underway to mitigate weather-related and logistical bottlenecks, enhance mechanisation, and streamline internal coordination among subsidiaries. With India’s energy demand projected to rise, CIL’s strategic focus remains on boosting productivity while ensuring timely coal supply to the power and industrial sectors.