Vedanta Limited has informed the Exchange regarding 'Disclosure under Regulation 30 of Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 - Insights by Vedanta'.
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Vedanta has released its monthly stakeholder update highlighting two major developments: (1) The company has restructured into five independent, sector-focused entities effective May 1, 2026 — Vedanta Aluminium, Vedanta Oil & Gas, Vedanta Zinc, Vedanta Iron & Steel, and Vedanta Power; and (2) Exceptional Q4 and full-year FY26 results with Q4 revenue of ₹51,524 crore (+29% YoY), EBITDA of ₹18,447 crore (+59% YoY), and PAT of ₹9,352 crore (+89% YoY). FY26 full-year revenue stood at ₹1,74,075 crore with EBITDA margin at a record ~39%, up 470 bps. Net debt reduced by ₹7,370 crore in Q4 with Net Debt/EBITDA improving to 0.95x. Production records set across aluminium, zinc, iron ore, copper, and ferro chrome. The update also discusses India's energy security and critical mineral supply chain vulnerabilities, positioning Vedanta's diversified resource portfolio favourably.
The five-way demerger signals a major structural reset that could unlock value for shareholders through focused business valuations. Record Q4 and FY26 results with strong margin expansion and deleveraging are positive signals. Investors should monitor demerger timelines and any further RPT or governance updates related to the new entities.