COALINDIA IN EQUITY
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| CUSTOMER | BASIS | EST ₹CR | RANGE | % REV | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| Telangana Power Generation Corporation Limited Dear Sir/Madam | CONTRACT | CT 0 | — | — | — | FY26 | EST | 75% |
| “Sub: - Receipt of Letter of Award (LOA) from Telangana Power Generation Corporation Limited Dear Sir/Madam, Coal India Limited has received a Letter of Award (…” ORDER p.1 · 28-MAR-26 DOC | ||||||||
| SAILSteel Authority of India Ltd. | UNSTATED | — | — | — | COGS | FY25 | EST | 75% |
| “For thermal coal, your Company depends entirely on purchases from Coal India Limited, except for small quantity of non-coking coal including middling of 0.80 M…” AR DOC | ||||||||
| LTFL&T Finance Ltd. | UNSTATED | — | — | — | COGS | 2026-10 | EST | 75% |
| “The plant sources its fuel from the subsidiaries of Coal India Limited (CIL) under a 20-year fuel supply agreement (FSA), with a total annual contracted quanti…” AR DOC | ||||||||
| LTTSL&T Technology Services Ltd. | UNSTATED | — | — | — | COGS | 2026-10 | EST | 75% |
| “The plant sources its fuel from the subsidiaries of Coal India Limited, under a 20-year fuel supply agreement (FSA), with a total annual contracted quantity of…” AR DOC | ||||||||
| CESCCESC Ltd. | UNSTATED | — | — | — | COGS | FY26 | EST | 75% |
| “The Company’s market risk relating to variation of foreign currency, interest rate and commodity price is mitigated through relevant regulations and availabili…” AR · +1 DOC | ||||||||
| CMPDICentral Mine Planning & Design Institute Ltd. | UNSTATED | — | — | — | COGS | FY24 | EST | 75% |
| “PROCUREMENT FROM GOVERNMENT E-MARKET (GeM) & MSME Coal India Limited stood 1st among CPSEs for making highest procurement of around H 2.08 Lakh Crores on GeM i…” AR DOC | ||||||||
| ADANIPOWERAdani Power Ltd. | UNSTATED | — | — | — | COGS | FY26 | EST | 75% |
| “A comparative analysis of the landed cost of coal for coal procured from Dhirauli Coal Mines vis à vis coal procured from Coal India subsidiaries is attached a…” AR DOC | ||||||||
| Government of Odisha | CONTRACT | — | — | — | — | FY27 | EST | 75% |
| “Name of the entity awarding the order(s)/contract(s); Government of Odisha” ORDER p.2 · 06-AUG-26 DOC | ||||||||
| NAVANava Ltd. | UNSTATED | — | — | — | COGS | FY25 | EST | 75% |
| “Coal costs were brought down with the diversification of coal procurement from Coal India Limited’s subsidiaries and private mines.” AR p.103 · 31-MAR-25 DOC | ||||||||
| HINDCOPPERHindustan Copper Ltd. | UNSTATED | — | — | — | COGS | FY26 | EST | 70% |
| “Release of Copper Vision Document by Hon'ble Union Minister of Coal & Mines, Shri G. Kishan Reddy, on 04.07.2025 at Hyderabad Vendor Meet organized at HCL Corp…” AR DOC | ||||||||
| Ministry of Mines | CONTRACT | — | — | — | — | FY25 | EST | 70% |
| “Sub: - Receipt of an order from Ministry of Mines, Govt. of India Dear Sir/Madam, Coal India Limited has received an order from Ministry of Mines, Govt of Indi…” ORDER p.1 · 20-JUL-24 · +1 DOC | ||||||||
| Telangana Power Generation Corporation Limited | CONTRACT | — | — | — | — | FY26 | EST | 65% |
| “Bagging/Receiving of orders/contracts Coal India Limited has informed the Exchange about Bagging/Receiving of orders/contracts- Receipt of Letter of Award (LOA…” ANN · 28-MAR-26 DOC | ||||||||
| NATIONALUMNational Aluminium Co. Ltd. | UNSTATED | — | — | — | COGS | 2025-11 | EST | 65% |
| “But the cost of whatever FSA coal we are procuring from MCL, Coal India, that is also not very high.” CONCALL DOC | ||||||||
| SHYAMMETLShyam Metalics and Energy Ltd. | UNSTATED | — | — | — | COGS | 2026-07 | EST | 65% |
| “Because you are buying coal from Coal India, you have to deposit the money.” CONCALL DOC | ||||||||
| CCLCCL Products (I) Ltd. | UNSTATED | — | — | — | — | 2022-09→2023-11 | EST | 55% |
| “And in CCL, we are just awarded.” CONCALL · +1 DOC | ||||||||
| SUPPLIER | BASIS | EST ₹CR | RANGE | % COST | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| BEMLBEML Ltd. | UNSTATED | 3,916 | 3,916–3,916 | — | CAPEX | 2026-08 | EST | 65% |
| “So recently this month itself, we got two orders from Coal India and its subsidiaries for some mining equipment.” CONCALL DOC | ||||||||
| SOLARINDSSolar Industries India Ltd. | CONTRACT | CT 402 | — | — | CAPEX | FY26 | EST | 85% |
| “Subject: Intimation for receipt of an additional order amounting to INR 1,746 Crores from Coal India Limited Dear Sir/Madam, Pursuant to Regulation 30 read wit…” ORDER p.1 · 31-DEC-25 · +2 DOC | ||||||||
| TATASTEELTata Steel Ltd. | UNSTATED | — | — | — | COGS | FY26 | EST | 75% |
| “» Domestic Sourcing: The volume under Long- term & spot contracts have been enhanced with Coal India Limited and its subsidiaries enabling us to marginally red…” AR · +1 DOC | ||||||||
| BPCLBharat Petroleum Corporation Ltd. | UNSTATED | — | — | — | COGS | FY26 | EST | 75% |
| “Noteworthy achievements included securing long-term and strategic contracts with marquee customers such as Coal India Limited, Andhra Pradesh State Road Transp…” AR DOC | ||||||||
| SAILSteel Authority of India Ltd. | UNSTATED | — | — | — | COGS | FY26 | EST | 75% |
| “For Thermal Coal, SAIL primarily relied on supplies from Coal India Limited, supplemented by a small quantity of 0.737 MT of Non-coking coal, including middlin…” AR DOC | ||||||||
| TORNTPOWERTorrent Power Ltd. | UNSTATED | — | — | — | COGS | FY26 | EST | 75% |
| “The entire 1,400 MW capacity is fully contracted under a long-term Power Purchase Agreement with Punjab State Power Corporation Limited, an A+ rated, state-own…” AR DOC | ||||||||
| URBANCOUrban Company Ltd. | UNSTATED | — | — | — | COGS | 2026-10 | EST | 75% |
| “Before joining NBCC, Dr. Kumar served for more than two decades with Coal India Limited and later as Chief Engineer and Ex-Officio Director at the Jharkhand Po…” AR DOC | ||||||||
| NBCCNBCC (India) Ltd. | UNSTATED | — | — | — | COGS | FY25 | EST | 75% |
| “Before joining NBCC, Dr. Kumar served for more than two decades with Coal India Limited and later as Chief Engineer and Ex-Officio Director at the Jharkhand Po…” AR DOC | ||||||||
| CESCCESC Ltd. | UNSTATED | — | — | — | COGS | FY26 | EST | 75% |
| “Coal is sourced from own Captive Mine, by domestic long term linkage through Fuel Supply Agreements with Coal India Limited (CIL/its subsidiaries) and through …” AR · +1 DOC | ||||||||
| CMPDICentral Mine Planning & Design Institute Ltd. | CONTRACT | CT 39 | — | — | COGS | FY25 | EST | 75% |
| “Infrastructure Expansion Investments in railway connectivity, First Mile Connectivity projects, silos, mechanised evacuation systems and logistics infrastructu…” AR · +2 DOC | ||||||||
| TRIDENTTrident Ltd. | UNSTATED | — | — | — | COGS | FY25 | EST | 75% |
| “Mr. Agrawal served as the Chairman and Managing Director of Coal India Limited (CIL) from February 2020 to June 2023.” AR DOC | ||||||||
| RPOWERReliance Power Ltd. | UNSTATED | — | — | — | COGS | FY26 | EST | 75% |
| “She also served as Additional Secretary in the Ministry of Coal and became the first woman Chairperson and Managing Director of Coal India Limited.” AR p.91 · 31-MAR-26 · +1 DOC | ||||||||
| BHARATCOALBharat Coking Coal Ltd. | CONTRACT | CT 1 | — | — | COGS | FY26 | EST | 75% |
| “Over the course of his career, he has served in three major subsidiaries of Coal India-BCCL, MCL, and NCL-in key leadership roles at Headquarters and operation…” AR p.25 · 31-MAR-26 · +1 DOC | ||||||||
| SBINState Bank of India | UNSTATED | — | — | — | COGS | FY26 | EST | 75% |
| “He served on the Boards of Mahanadi Coalfields Limited, Northern Coal Fields, NLCIL and Coal India.” AR p.181 · 31-MAR-26 DOC | ||||||||
| ADANIPOWERAdani Power Ltd. | UNSTATED | — | — | — | COGS | FY25 | EST | 75% |
| “) Notes to Standalone Financial Statements for the year ended March 31, 2025 Portfolio Overview Financial StatementsStatutory ReportsESG OverviewStrategic Revi…” AR DOC | ||||||||
| NTPCNTPC Ltd. | UNSTATED | — | — | — | COGS | FY26 | EST | 75% |
| “Prior to joining the Company, Shri Agarwal served as an Independent Director on the Board of “Western Coalfi eld Limited”, a subsidiary of Coal India Limited.” AR · +2 DOC | ||||||||
| HINDZINCHindustan Zinc Ltd. | UNSTATED | — | — | — | COGS | FY25 | EST | 75% |
| “ Secured coal availability with a strong BP base of direct coal miners, long- term fuel supply agreement with Coal India subsidiaries covering 44% coal requir…” AR DOC | ||||||||
| NAVANava Ltd. | UNSTATED | — | — | — | COGS | FY25 | EST | 75% |
| “This performance was driven by consistent coal supply from Coal India Limited’s subsidiaries and Singareni Collieries and availability of short-term and bilate…” AR p.18 · 31-MAR-25 DOC | ||||||||
| IOCIndian Oil Corporation Ltd. | UNSTATED | — | — | — | COGS | FY25 | EST | 70% |
| “Explosives Business Your Company remained a significant player in India’s bulk explosives and blast-based services sector in 2024-25, with operations spanning …” AR DOC | ||||||||
| BHELBharat Heavy Electricals Ltd. | UNSTATED | — | — | — | COGS | FY25 | EST | 70% |
| “In Coal Gasification, BHEL has already established Joint Venture company with Coal India Ltd (CIL) for which Letter of Award for Government’s financial incenti…” AR DOC | ||||||||
| NLCINDIANLC India Ltd. | UNSTATED | — | — | — | COGS | FY26 | EST | 70% |
| “¾ Formation of Coal Lignite Urja Vikas Private Limited, a Joint Venture with Coal India Limited, for establishing a 5,000 MW Solar Power Project, and received …” AR · +1 DOC | ||||||||
| ITIITI Ltd. | UNSTATED | — | — | — | COGS | FY25 | EST | 70% |
| “KSEDC (Karnataka State Educational Development Council), KITE (Kerala Infrastructure and Technology for Education), UREDA (Uttarakhand Renewable Energy Develop…” AR DOC | ||||||||
| BEMLBEML Ltd. | UNSTATED | — | — | — | COGS | FY26 | EST | 70% |
| “Our domestic customers include Ministry of Defence, Ministry of Railways, Coal India Limited, Defence Public Sector Units, Indian Space Research Organisation, …” AR p.133 · 31-MAR-26 · +2 DOC | ||||||||
| CMPDICentral Mine Planning & Design Institute Ltd. | UNSTATED | — | — | — | R&D | 2026-10 | EST | 70% |
| “In order to streamline the R&D activities in CIL, a comprehensive “Policy & Guidelines on Research & Development (R&D) Projects Funded by Coal India Limited” h…” AR DOC | ||||||||
| GMDCLTDGujarat Mineral Development Corporation Ltd. | UNSTATED | — | — | — | COGS | 2025-05 | EST | 65% |
| “Roopwant Singh: The right word to use is we will be mindful of international price and what is being sold by Coal India and the neighborhood.” CONCALL DOC | ||||||||
| SOLARINDSSolar Industries India Ltd. | UNSTATED | — | — | — | COGS | 2025-11 | EST | 60% |
| “But yes, some customers like Coal India and Singareni Collieries, they always work on L1 basis rather than on overall value proposition.” CONCALL DOC | ||||||||
| DEEPAKFERTDeepak Fertilisers & Petrochemicals Corp. Ltd. | UNSTATED | — | — | — | COGS | 2026-06 | EST | 60% |
| “And along with that, there are some news that as Coal India is our largest client, Coal India is also working on this TAN capex.” CONCALL DOC | ||||||||
| IRFCIndian Railway Finance Corporation Ltd. | UNSTATED | — | — | — | COGS | 2026-05 | EST | 60% |
| “Our client is GAIL, our client is Coal India Limited or its subsidiary, our client is IOCL or its subsidiary.” CONCALL p.15 · 31-MAY-26 DOC | ||||||||
| SOURCE | READ | % | LAST READ |
|---|---|---|---|
| ANNOUNCEMENTS | 5/5 | 100% | 08-NOV-26 |
| ANNUAL | 3/3 | 100% | 15-OCT-26 |
| CONCALL | 4/4 | 100% | 15-OCT-26 |
| ORDERS | 5/5 | 100% | 08-NOV-26 |
| RATINGS | 0/4 | 0% | — |
| SCREENER | 1/1 | 100% | 10-NOV-26 |
| SIGNAL | VALUE | AS OF | INPUTS |
|---|---|---|---|
| CUST MOM 1M | +2.0% | 14-NOV-26 | from 15-OCT-26 · Steel Authority of India Ltd. +3.5% w 0 · L&T Finance Ltd. +5.9% w 0 · Hindustan Copper Ltd. -2.9% w 0 · Shyam Metalics and Energy Ltd. +13.7% w 0 · CESC Ltd. -5.4% w 0 · Adani Power Ltd. +4.7% w 0 |
| DISTRESS SCORE | 0.054 | 13-OCT-26 | roe 0.26 · operatingMargin 0.22 · debtToEquity 0.12 · interestCoverage 35.48 · assetTurnover 0.59 · leverage 2.38 |
| SUPP MOM 1M | +3.8% | 14-NOV-26 | from 15-OCT-26 · Steel Authority of India Ltd. +3.5% w 0 · Torrent Power Ltd. -1.4% w 0 · Tata Steel Ltd. +5.8% w 0 · Solar Industries India Ltd. -2.7% w 0 · Indian Oil Corporation Ltd. +11.8% w 0 · Bharat Heavy Electricals Ltd. +0.5% w 0 |