Coal India Q4 Results: Profit Surges 11%, Revenue Beats Estimates; Dividend Declared

Coal India Ltd.’s net profit for the fourth quarter of financial year 2026 rose 11.2% year-on-year, according to an exchange filing on Monday. The company logged a consolidated bottom-line of Rs 10,839 crore, exceeding market expectations of Rs 9,125 crore. In the corresponding period of last fiscal, Coal India’s net profit stood at Rs 9751 crore.

Revenue from Operations Rises 6%

Revenue from operations rose nearly 6% to Rs 46,490 crore from Rs 43,961 crore in the year-ago period. Bloomberg analysts had estimated the topline to come in at Rs 37,800 crore.

Operational Performance

On the operational front, earnings before interest, taxes, depreciation and amortisation (EBITDA) were up 6.2% to Rs 12,673 crore from Rs 11,932 crore year-on-year. Analysts consensus estimates stood at Rs 11,932 crore.

EBITDA Margin and Dividend

While EBITDA margin stood at 27.3%, compared to 27.1% in the comparable quarter of the last fiscal, analysts’ had estimated margins to come in at 29.8%. Moreover, the company has also declared a final dividend of Rs 5.25 per share. ‘Payment of final dividend for fiscal 2025-26 shall be made subject to approval of shareholders in the ensuing AGM (annual general meeting),’ the filing stated.

Coal Production and Offtake

Coal production fell 2% in fiscal 2026 to 768.19 MT and the offtake was down at 744.88 MT. In the fourth quarter coal production was down 1% and offtake fell 2%.

Stock Price Movement

Coal India’s stock ended 0.77% lower at Rs 452.50 apiece on the NSE on Monday, before the results were declared. This compared to a 0.81% advance in the Nifty index. The share price has risen 13.41% year-to-date, and 15.10% in the last 12 months.

Investor Takeaway

For Indian investors, the Q4 results of Coal India Ltd. indicate a positive trend in the company’s financial performance. The rise in revenue and net profit, despite a decline in coal production and offtake, suggests that the company is taking steps to improve its operational efficiency. The declaration of a final dividend of Rs 5.25 per share is also a positive sign for investors. However, the stock price movement will depend on various factors, including the overall market sentiment and the performance of the Sensex index.