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Adani increases coal output and sales at Carmichael mine

Created at 30 Jul · 11:16 AM1 source↑ Market-relevant
IN SHORT

Adani Enterprises reported a year-on-year increase in thermal coal output and sales from its Carmichael mine in Australia for the April-June quarter. The company produced 3.1 million tonnes and sold 2.7 million tonnes, both up from the previous year.

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Key Numbers

3.1mn tCarmichael mine coal production April-June
7%Year-on-year increase in Carmichael mine output
2.7mn tCarmichael mine coal sales April-June
17%Year-on-year increase in Carmichael mine sales
1.9mn tCarmichael mine coal production January-March
2.1mn tCarmichael mine coal sales January-March
11.4mn tCarmichael mine thermal coal production fiscal year 2025-26
12.9mn tCarmichael mine record thermal coal production fiscal year 2024-25
8%Year-on-year decrease in Carmichael mine sales fiscal year 2025-26
11.5mn tCarmichael mine sales fiscal year 2025-26
$96.39/tAverage Australian coal price fob Newcastle April-June
41%Year-on-year increase in Australian coal price
8.3mn t
Adani coal trading division sales April-June
35%Year-on-year drop in Adani coal trading sales
12.8mn tAdani coal trading division sales April-June previous year
9.3mn tAdani coal trading division sales January-March
38.97mn tIndia's thermal coal imports April-June
20%Year-on-year decrease in India's thermal coal imports

Who's Involved

Adani Enterprises
Conglomerate that raised thermal coal output and sales at Carmichael mine
Adani
Owner of Carmichael mine and Abbot Point coal port, India's largest thermal coal importer
Interocean
Shipping agency providing data on India's thermal coal imports
Ajay Modi
Author of the article

↳ Why This Matters

The increase in output and sales at Adani's Carmichael mine, coupled with rising coal prices, signals continued demand for thermal coal despite broader declines in India's imports and Adani's own trading volumes. This highlights the mine's strategic importance and its contribution to Adani's operations amidst a complex global coal market.

Key facts

  • Adani Enterprises increased thermal coal output and sales at its Carmichael mine in Australia during the April-June quarter compared to the previous year.
  • The company produced 3.1 million tonnes of coal in the quarter, a 7% year-on-year increase.
  • Sales rose by 17% year-on-year to 2.7 million tonnes during the same period.
  • Output and sales also increased on a quarterly basis compared to January-March.
  • For the April 2025-March 2026 fiscal year, the mine produced 11.4 million tonnes, an 11% decrease from the prior year.
  • Adani's coal trading division saw a 35% drop in sales to 8.3 million tonnes in April-June compared to a year earlier.

Indian conglomerate Adani Enterprises has increased thermal coal output and sales at its Carmichael mine in Australia during the April-June quarter compared to the same period last year. The company reported producing 3.1 million tonnes of coal, a 7% year-on-year rise, and sales increased by 17% to 2.7 million tonnes. Both output and sales also saw quarter-on-quarter growth from January-March.

For the full April 2025-March 2026 fiscal year, the Carmichael mine produced 11.4 million tonnes of thermal coal, an 11% decrease from the record 12.9 million tonnes in 2024-25. Sales for the fiscal year eased by 8% to 11.5 million tonnes.

The sales growth occurred alongside a significant increase in seaborne coal prices. Australian NAR 5,500 kcal/kg coal averaged $96.39 per tonne fob Newcastle in April-June, up 41% from the previous year.

Despite the mine's increased output, Adani's broader coal trading business experienced a sharp 35% year-on-year drop in sales to 8.3 million tonnes in April-June. This decline was more pronounced than the overall 20% decrease in India's thermal coal imports to 38.97 million tonnes during the quarter. Adani attributed the trading decline to higher domestic coal availability.

Frequently asked questions

The Carmichael mine is an open-cut coal mine located in Queensland, Australia, owned by the Indian conglomerate Adani Group. It produces thermal coal for export.

The rise in Australian coal prices indicates strong demand in the seaborne market, which benefits producers like Adani. It occurred despite a general decrease in India's overall thermal coal imports.

Adani attributed the decline in its coal trading business to higher domestic coal availability in India, suggesting that Indian utilities are sourcing more coal domestically rather than through imports handled by traders like Adani.

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How It Developed

Adani Enterprises produced 3.1 million tonnes of coal in April-June.
Adani Enterprises sold 2.7 million tonnes of coal in April-June.
Carmichael mine produced 11.4 million tonnes of thermal coal in fiscal year 2025-26.
Carmichael mine sales eased by 8% to 11.5 million tonnes in fiscal year 2025-26.
Australian NAR 5,500 kcal/kg coal averaged $96.39/t fob Newcastle in April-June.
Adani's coal trading division sold 8.3 million tonnes in April-June.
India's thermal coal imports eased by 20% to 38.97 million tonnes in April-June.

Sources

T1
Adani raises coal output at Australia’s Carmichael mineArgus Media

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