Vedanta beats street on strong commodity prices, volumes

Billionaire Anil Agarwal’s metals and mining company Vedanta Ltd’s 2025-26 revenue beat market expectations on strong commodity prices and high volumes.

The company’s annual revenue increased by 15.83% ₹1,74,075 crore for the entire year, exceeded Bloomberg predictions ₹1,70,000 crore, according to a survey of 16 analysts. The profit attributed to the owners of the company was 200 thousand lira. ₹17,391 crore, up 16% from 2024-25, according to Vedanta’s exchange filings.

Vedanta’s performance driven by record outputs According to the company statement, cost efficiencies in aluminum and zinc operations have helped reduce production costs to their lowest levels in recent years.

The company also benefited from a supportive commodity price environment throughout the year, resulting in overall bullishness. profitability.

“Our continued focus on operational excellence has resulted in the lowest costs in the aluminum and zinc business in the last five years,” Vedanta Executive Director Arun Misra said in a statement.

Vedanta’s EBITDA (earnings before interest, taxes, depreciation and amortization) increased by 29% ₹55,976 compared to the previous fiscal period ₹43,541 crore.

“This quarter marks a decisive juncture for Vedanta, as we deliver our strongest ever financial performance recording all-time highs in revenues, EBITDA and PAT in both the quarter and full year, and clear positioning for the next phase of growth with the Demerger effective May 1, 2026,” Ajay Goel, chief financial officer of Vedanta, said in a statement.

This year’s capital expenditure remained in February: ₹14,918 crore focusing on capacity expansion and supply chain integration. The company also paid dividends to its shareholders ₹34 per share.

Looking to the future

Vedanta’s plan The demerger, effective from May 2026, is expected to unlock value and position the group for the next phase of growth by creating more focused business sectors.

Vedanta is undergoing a major restructuring and is splitting itself into five independent companies: Vedanta Aluminium, Vedanta Oil & Gas, Vedanta Power, Vedanta Iron & Steel and parent Vedanta Ltd, which will house its zinc and silver businesses through Hindustan Zinc and act as an incubator for new opportunities.

Vedanta’s shares increased by 4.45% ₹After the results were announced on Wednesday, it was 772.10.