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 - December 2025'.
VEDL · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
Vedanta has shared its December 2025 'Insights' newsletter. The biggest news is that the NCLT Mumbai Bench has approved Vedanta's demerger into 5 independent listed companies: Vedanta Limited, Vedanta Aluminium, Vedanta Iron & Steel, Vedanta Power (approval pending), and Vedanta Oil & Gas. For every share held in Vedanta Limited, shareholders will additionally receive one share each in the 4 newly demerged entities. The document also covers 2025 commodity price trends — Copper up 43%, Silver up 145%, Aluminium up 19%, Zinc up 6%, while Oil & Gas fell (Brent -14%, Natural Gas -9%). Business highlights include Vedanta winning the Genjana Nickel-Chromium-PGE block and Depo Graphite-Vanadium block, and Chairman Anil Agarwal announcing ₹1 lakh crore investment in Rajasthan.
The NCLT-approved demerger is a major structural event — shareholders will receive 4 additional shares (one per new entity), which could unlock value by letting each business be valued on its own merits. The commodity price tailwinds in copper, silver, and aluminium are supportive for Vedanta's earnings, though oil & gas prices have softened. The critical mineral block wins strengthen the long-term growth pipeline.