November stocks are sufficient to meet about two months of domestic demand. Sugar inventory on Oct. 1, when the new season began, was 6.5 million tonnes against 5.0 million tonnes a year ago, they said. Higher stocks could encourage the government to allow a second tranche of exports after a panel of ministers last month permitted one million tonnes of overseas sales, kicking off exports in 2011/12. Sugar mills have produced 2.2 million tonnes of sugar between Oct.1 and Nov. 30, up from 1.8 million tonnes in the year ago period, the Indian Sugar Mills Association, a producers' body, said recently. But output in the top producing state of Maharashtra is likely to miss a target of 9.3 million tonnes due to poor cane yields. Industry and government officials estimate mills to produce 25-26 million tonnes of sugar in 2011/12, and after meeting domestic demand, about 3-4 million tonnes could be available for staggered exports.