Revenue distribution by sectors:

• Energy generation: approx. 80%
• Steel production: approx. 10%
• Cement manufacturing: approx. 5%
• Other industries: approx. 5%

Top 3 markets:

1. India: approx. 90%
2. Bangladesh: approx. 5%
3. Nepal: approx. 3%

Coal India Limited generates the majority of its revenue from energy generation, as coal is a significant component of electricity production in India. The Indian market dominates the revenue distribution, as the company operates mainly domestically and the demand for coal in India is very high. Exports to neighboring countries like Bangladesh and Nepal account for only a small portion of the total revenue.

Production Sites: India

Coal India Limited (CIL) is the world's largest coal producer and mainly operates its production facilities in India. The company has several subsidiaries operating in various regions of India, including Eastern Coalfields Limited (ECL), Bharat Coking Coal Limited (BCCL), Central Coalfields Limited (CCL), Northern Coalfields Limited (NCL), Western Coalfields Limited (WCL), South Eastern Coalfields Limited (SECL), and Mahanadi Coalfields Limited (MCL).

These subsidiaries are active in various states of India, including Jharkhand, West Bengal, Madhya Pradesh, Chhattisgarh, Maharashtra, Odisha, and Uttar Pradesh. Coal India Limited operates both open-cast and underground mines to maximize coal production and meet the national demand.

Revenue Growth: Estimated 5-7% annually (2025)

Coal India Limited is pursuing a strategy focused on diversification and sustainability to secure future growth. The company plans to expand its production capacities while increasing efficiency through technological innovations.

Another key focus is on tapping into new markets and increasing exports to reduce dependence on the domestic market. Coal India is also investing in renewable energies to support the transition to a more sustainable energy production and to meet regulatory requirements.

Additionally, the company is leveraging partnerships and joint ventures to gain access to new technologies and markets, aiming to enhance long-term growth potential.

Primary Import Raw Material: Machinery and equipment for mining

Coal India Limited is mainly engaged in coal mining and therefore requires specialized machinery and equipment. These are often imported because they are not always available locally or local production does not meet technological requirements.

Main Import Countries:

1. Germany - Known for high-quality mining machinery.
2. USA - Leading in technologically advanced equipment.
3. China - Offers cost-effective alternatives and a wide range of mining equipment.

Coal India Limited focuses on optimizing its production capacities and efficiency. Importing machinery and equipment from these countries supports the modernization of their mining operations and helps achieve production goals.

Market share in India: Over 80% (2023)
Production capacity: Over 600 million tons of coal annually (2023)
Cost leadership: Lowest production costs in the industry (2023)

Coal India Limited has a significant competitive advantage due to its dominant market position in India, where it controls over 80% of the coal market. This market leadership allows the company to benefit from economies of scale and achieve the lowest production costs in the industry.

In addition, Coal India has extensive coal reserves and a well-developed infrastructure that enables the company to produce and deliver efficiently. State support and regulatory advantages further strengthen its position in the domestic market.

Despite the global shift towards renewable energies, Coal India remains competitive due to the ongoing coal demand in India and its cost leadership. This secures a strategic advantage for the company over international competitors with higher production costs.

Institutional Investor Share: 66.5% (2025, estimated) Insider Purchases/Sales: No significant transactions in the last year (2025, estimated)

Coal India Limited has a high institutional investor share, indicating the confidence of major financial institutions in the stability and growth potential of the company. The 66.5% share shows that a large portion of the shares are held by professional investors who pursue long-term investment strategies.

In 2025, there were no significant insider purchases or sales, suggesting that the management and other insiders do not expect significant changes in the company's valuation. This can be seen as a sign of stability and confidence in the current corporate strategy.

Market share of Coal India Limited: approx. 80% (estimated for 2025)

Largest competitors and estimated market shares:

1. Singareni Collieries Company Limited (SCCL): approx. 10%
2. NTPC Limited (coal production): approx. 3%
3. Adani Enterprises (coal production): approx. 2%
4. Vedanta Limited (coal production): approx. 2%
5. Tata Power (coal production): approx. 1%

Coal India Limited dominates the Indian coal market with an estimated market share of around 80%. This is mainly due to its government support and the extensive coal reserves controlled by the company. Coal India's moat lies in its sheer size, extensive resources, and infrastructure it possesses.

The largest competitors, such as Singareni Collieries, have significantly smaller market shares and do not have the same reach and capacities. Coal India also benefits from long-term contracts with the government and major industrial customers, further strengthening its market position.

Compared to other companies, Coal India has a significant advantage due to its established market presence and support from the Indian government. While competitors also have their strengths, such as specialized services or international expansions, they cannot compete with Coal India in terms of market share and resources.

Revenue growth: 8.5% (2024) Profit growth: 10.2% (2024) Dividend yield: 7.5% (2024)

Coal India Limited recorded a revenue growth of 8.5% in 2024, attributed to stable demand for coal products and effective cost control. The profit growth of 10.2% indicates that the company was able to increase its profitability despite volatile market conditions.

The dividend yield of 7.5% is attractive to investors seeking regular returns. This suggests that Coal India Limited continues to be able to pay significant dividends, which could be of interest to income-oriented investors.

In addition, Coal India benefits from its dominant market position in India and the ongoing demand for coal, especially in emerging countries that rely on coal as their main source of energy. Despite global trends towards renewable energies, coal remains an important energy source in many regions.

Overall, Coal India Limited could be a good investment for investors looking for stable returns and a company with a solid market position. However, potential investors should also consider the risks associated with environmental regulations and the global trend towards renewable energies.

Dividend yield: 8.5% (estimated for 2025)
Dividend history: Regular payouts in recent years

Coal India Limited is known for its reliable dividend payments. The company has consistently distributed dividends in recent years, indicating a stable financial position and strong cash flow generation.

The estimated dividend yield of 8.5% for 2025 is high compared to other companies in the industry, making Coal India an attractive option for dividend investors. The reliability of the payout is further supported by government support and the dominant market position in the coal sector.