NSE:COALINDIA management interview: Coal Demand Set To Rise? Coal India Limited On Global Tensions, FY27 Outlook & Big Capex Plans
ET Now, 2026-03-16. Video: https://www.youtube.com/watch?v=2EP4THai8IM
- Volume and demand targets: Coal India expects to achieve around 800 million tonnes in FY26 against an initial 875 million tonne target, while forecasting coal demand to grow 5% to 8% in FY27.
- Diversification capex breakdown: Over the next 4 to 5 years, planned capital investments include approximately ₹60,000 crore for three coal gasification plants, ₹30,000 crore to reach 10 gigawatts of renewable capacity by 2030, ₹20,000 crore for thermal projects, and ₹10,000 to ₹15,000 crore for critical minerals.
- Subsidiary listing plans: The company is listing two subsidiaries in the current financial year and plans to list two more, including Mahanadi Coal Limited, in the next financial year.
- Critical mineral exploration: Coal India is pursuing domestic mines and advanced overseas opportunities in Australia, Chile, Argentina, and Bolivia to secure battery minerals such as lithium, nickel, and cobalt.
- Non-coal revenue share: Diversified operations across thermal power, renewables, coal-to-gas, and critical minerals are projected to account for approximately 15% of total company revenues after 2030.