Vedanta Ltd
NSE:VEDL
Vedanta Ltd
Vedanta Ltd., an Indian conglomerate, stands as one of the country's leading resources firms, deeply entrenched in its mineral-rich landscape. With roots stretching back to its founding days, Vedanta has evolved into a powerhouse by strategically harnessing India's natural resources. The company's diverse portfolio spans across sectors such as zinc, lead, silver, aluminum, iron ore, and power. Vedanta's operations are a testament to its mastery of the resources value chain—from extraction and processing to final product manufacturing. This integrated model not only allows the company to efficiently manage costs but also to capitalize on fluctuating market demands and the global appetite for minerals and metals.
Revenue flows in robustly as Vedanta aligns itself with global economic trends and infrastructure growth, riding the wave of industrialization and urbanization. Its operational prowess is showcased in projects like the highly productive oil and gas segment, particularly through Cairn Oil & Gas, a flagship unit contributing significantly to India's domestic oil production. With its emphasis on sustainable practices and community engagement, Vedanta balances profitability with responsibility, aiming to set benchmarks in environmental stewardship while keeping an eye on strategic expansions and technological advancements. Through these efforts, Vedanta not only fuels its own growth but also actively contributes to India's economic dynamism.
Vedanta Ltd., an Indian conglomerate, stands as one of the country's leading resources firms, deeply entrenched in its mineral-rich landscape. With roots stretching back to its founding days, Vedanta has evolved into a powerhouse by strategically harnessing India's natural resources. The company's diverse portfolio spans across sectors such as zinc, lead, silver, aluminum, iron ore, and power. Vedanta's operations are a testament to its mastery of the resources value chain—from extraction and processing to final product manufacturing. This integrated model not only allows the company to efficiently manage costs but also to capitalize on fluctuating market demands and the global appetite for minerals and metals.
Revenue flows in robustly as Vedanta aligns itself with global economic trends and infrastructure growth, riding the wave of industrialization and urbanization. Its operational prowess is showcased in projects like the highly productive oil and gas segment, particularly through Cairn Oil & Gas, a flagship unit contributing significantly to India's domestic oil production. With its emphasis on sustainable practices and community engagement, Vedanta balances profitability with responsibility, aiming to set benchmarks in environmental stewardship while keeping an eye on strategic expansions and technological advancements. Through these efforts, Vedanta not only fuels its own growth but also actively contributes to India's economic dynamism.
Record Financials: Vedanta posted its highest ever quarterly revenue (INR 45,899 crores), EBITDA (INR 15,171 crores), and PAT (INR 7,807 crores), with consolidated EBITDA margin at a historic high of 41%.
EBITDA Guidance Raised: Management now expects to deliver over $6 billion annual EBITDA for FY '26, surpassing previous guidance.
Operational Milestones: Lifetime high alumina and aluminum production, cost reductions across aluminum and zinc businesses, and major new capacity commissionings were achieved in the quarter.
Demerger Progress: NCLT approved the demerger scheme, with April 1 targeted as the effective date and listings expected in the same quarter.
Deleveraging: Net debt-to-EBITDA improved to 1.23x, with further deleveraging planned through asset sales and strong cash flows.
Growth CapEx: $1.3 billion invested in the first 9 months; on track for $1.7 billion for the year, driving future volumes and margin improvements.
Positive Outlook: Management sees supportive macro conditions, forecasts Q4 performance to surpass Q3, and expects continued volume growth and cost optimization.
