Vedanta Achieves Record Profits, Completes Historic Demerger as it Charts Ambitious Growth Path

Vedanta Achieves Record Profits, Completes Historic Demerger as it Charts Ambitious Growth Path​

Vedanta Limited reported exceptional financial performance for the fiscal year 2025-26, marking a landmark period for the company. The 61st Annual General Meeting (AGM), held on July 14, 2026, featured Chairman Anil Agarwal addressing shareholders as the company transitions into a new era following a historic corporate transformation.

The results for FY 2025-26 saw Vedanta record revenue of ₹1,74,075 crore. The company recorded best-ever profit amounting to ₹25,096 crore and achieved an all-time high EBITDA of ₹55,976 crore.

A New Chapter: The Impact of Demerger​

The AGM highlighted that the completion of the demerger marked a pivotal moment for Vedanta, describing it as one of the few corporate transformations globally to create such an opportunity for shareholders. This demerger was noted as India's first of its kind, leading to the listing of four new companies on stock exchanges in a single day.

Moving forward, the company is structured across five focused entities, each positioned with the potential to unlock significant value. Vedanta plans to build its future on three principles: Production, Partnerships, and Purpose.

Operational Goals Across Key Businesses​

The company articulated ambitious growth targets across its core commodities business lines. Zinc and lead production are targeted to nearly triple, aiming from approximately 1.3 million tonnes to 3 million tonnes. Silver production is set to double, increasing from 700 tonnes to 1,500 tonnes. The copper business is scaling up from 300,000 tonnes toward a target of 1 million tonnes.

By FY 2028, the ferrochrome capacity is projected to grow substantially, moving from 145,000 tonnes to 500,000 tonnes, while nickel production is set to expand to 60,000 tonnes.

The company has been assigned 10 critical and strategic mineral blocks—including lithium, cobalt, gold, manganese, copper, nickel, rare earths, and potash—with exploration currently underway across five of these assignments.

Diversification and Future Investments​

Growth plans span multiple sectors of the organization:

• Aluminium: Vedanta Aluminium (VAML) currently produces around 30 lakh tonnes annually, having started with just 1 lakh tonne at BALCO. The company aims to double this capacity to 60 lakh tonnes per year within the next three years while maintaining world-class cost efficiency.
• Oil and Gas: Vedanta Oil and Gas (VOGL) is targeting production of 500,000 barrels per day and plans to invest $5 billion over the next 3 to 5 years to achieve this goal.
• Iron and Steel: Currently producing four million tonnes of steel annually, Vedanta Iron and Steel (VISL) aims to increase output to 15 million tonnes per year, emphasizing a focus on green steel and specialty steel production.
• Power Generation: As a fifth-largest thermal power producer with a current capacity of 4,200 MW, Vedanta Power (VEDPOWER) has a roadmap to reach 20,000 MW primarily through brownfield expansion, including foraying into nuclear power.

Impact and Commitment to People​

The company reported that it contributed more than ₹62,000 crore to India's exchequer in the current fiscal year. Over the past decade, Vedanta's total contribution to the government has reached nearly ₹5,00,000 crore.

Regarding workforce development, the company maintains a workforce of 1 lakh strong. A significant focus remains on women empowerment; currently, over 27% of leadership positions are held by women. The organizational goal is set to increase women's participation across the workforce to 35%.

The AGM concluded with a renewed commitment from Vedanta to build India, viewing its resources not merely as commodities but as essential building blocks for manufacturing, infrastructure, and clean energy in the country.

VEDL Stock Price Movement​

Vedanta Limited shares slipped today in post-market trading, settling at ₹267.7 after shedding ₹2.10 or 0.78%. The decline pushed the stock to its 52-week low, as it traded a volume of 11.00 million shares today.