• Production and margins: Coal India is targeting 850 million tonnes of production—a growth of about 6% over last year's 768 million tonnes—and expects EBITDA margins of 33% to 34% as manpower attrition balances out diesel and explosive cost pressures.
• Operational capacity enablers: Growth is backed by 7 environmental clearance proposals adding 22 million tonnes, acquiring 1,251 hectares of additional land, opening 5 new patches, and expanding first-mile connectivity capacity by 131 million tonnes to reach a 36% year-on-year increase.
• Supply and offtake: Management plans to prioritize supply and offtake to liquidate a 130 million tonne pithead inventory alongside active production, delivering 850 million tonnes combined to the power and non-power sectors.
• Coal gasification projects: The company is advancing three gasification projects, including a joint subsidiary with BHEL at Mahanadi Coalfields, as well as ventures at Eastern Coalfields and Western Coalfields.
• E-auction premium outlook: E-auction premiums are anticipated to increase by 3% to 4% above last year's 38% level, driven by growing domestic demand and international supply volatility from the West Asia crisis.