Is Vedanta’s Record EBITDA and Demerger Plan the Next Value Unlock Story?
About Vedanta
Vedanta Limited delivered its strongest-ever half-year results for FY26, driven by operational excellence across aluminium, zinc, and power segments. The company’s focus on efficiency, strategic mineral expansion, and debt reduction continues to build momentum ahead of the demerger of five business entities, expected to conclude by end-FY26.
Financial & Operational Highlights
| Metric | Q2 FY26 | YoY Change |
|---|---|---|
| Revenue | ₹39,218 Cr | +6% |
| EBITDA | ₹11,612 Cr | +12% |
| EBITDA Margin | 34% | Improved YoY |
| PBT (Reported) | ₹3,479 Cr | +13% |
EBITDA of ₹11,612 Cr reflects record operational efficiency across segments, while the 34% margin demonstrates effective cost discipline despite one-time items.
Derivative traders can align metal-sector exposure with Weekly Derivative View updates for trend confirmation.
Peer Comparison
| Company | Revenue (₹ Cr) | EBITDA Margin (%) | YoY Growth (%) |
|---|---|---|---|
| Vedanta Ltd | 39,218 | 34 | +6 |
| Hindalco | 55,835 | 13 | +5 |
| NMDC | 13,854 | 41 | +10 |
| Coal India | 33,209 | 28 | +4 |
SWOT Analysis
Commodity-focused traders may track Index Momentum Update patterns to align exposure with Vedanta’s cyclical phases.
Valuation & Investment View
Vedanta’s Q2 FY26 results reaffirm its operational strength and commitment to deleveraging. The upcoming demerger and strategic minerals expansion could unlock substantial long-term shareholder value, while near-term cash flow remains supported by aluminium and zinc profitability.
- Short-term: Positive bias with rising aluminium margins and stable zinc output.
- Medium-term: Re-rating potential from demerger and cost discipline.
- Long-term: Strong structural play on India’s resource and energy transition story.
Investor Takeaway
Indian-Share-Tips.com Nifty Expert Gulshan Khera, CFP®, who is also a SEBI Registered Investment Adviser, notes that Vedanta’s record EBITDA and demerger roadmap reflect robust fundamentals and clear long-term vision. Discover more insights at Indian-Share-Tips.com, which is a SEBI Registered Advisory Services.
Related Queries on Vedanta Growth Outlook
- Will Vedanta’s Demerger Unlock Value for Shareholders?
- How Does Aluminium Cost Efficiency Impact Margins?
- Can Vedanta Maintain ₹6 Bn+ EBITDA Target in FY26?
SEBI Disclaimer: The information provided in this post is for informational purposes only and should not be construed as investment advice. Readers must perform their own due diligence and consult a registered investment advisor before making any investment decisions. The views expressed are general in nature and may not suit individual investment objectives or financial situations.
