VEDLNSEVedanta LimitedMediumNeutral
Announced Wed, 29 Apr · 14:47 IST

Vedanta Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementCfo Debt Reduction RoadmapAnalyst Day Multiyear TargetsInvestor Communications View source PDF

VEDL · price

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Price reaction · full curve 14 horizons · vs prior close
-63.2%1-day move
₹742.50
prior close
₹772.40
base price
In-mkt
timing
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+0.6+0.1+0.5-0.0-63.2-60.3-58.9-57.2-58.8-59.7-55.5-52.5-61.7
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AI summary

Vedanta Limited reported its best-ever financial performance for Q4 and FY26, with Q4 PAT jumping 89% YoY to ₹9,352 crore and full-year PAT rising 22% to ₹25,096 crore. Record quarterly EBITDA of ₹18,447 crore (+59% YoY) drove EBITDA margin to ~44%, up 915 bps YoY, while full-year EBITDA reached ₹55,976 crore (+29% YoY). Revenue grew 29% YoY in Q4 to ₹51,524 crore and 15% YoY for the year to ₹1,74,075 crore, supported by record production in Aluminium (2,456 kt), Zinc India mined metal (1,114 kt), and lowest cost of production in 5 years. Net debt/EBITDA improved sharply to 0.95x (best in 14 quarters) from 1.22x, with credit rating reaffirmed at AA by CRISIL and ICRA, while growth capex of ₹14,918 crore was deployed and the demerger becomes effective from May 1, 2026. Total Shareholder Return of 48.6% in FY26 was 2.1x the Nifty Metal Index, with dividend of ₹34/share paid.

Likely market impact

Strong all-round results with record profitability, margin expansion, and deleveraging are likely to be viewed positively by the market. The demerger effective May 1, 2026, is a key structural event that could unlock value for shareholders, while the FY27 guidance and project pipeline provide visibility on future growth.