Vedanta Share Price Analyzed
Vedanta’s stock price jumped to ₹579.95 on Wednesday, gaining 2%. This increase followed news that the National Company Law Tribunal (NCLT) approved the company’s plan to split into five separate businesses. Over the last two trading days, Vedanta has risen by 5%, and in 2025, it’s already climbed 31%, outperforming the broader market.
Key Points
- Vedanta’s share price hit a high of ₹579.95, up 2%.
- NCLT approved Vedanta’s plan to split into five companies.
- Vedanta outperformed the market by 31% in 2025.
- Brokerages see a positive value unlocking event with the split.
- Demerger targeted for completion by March 2026.
- Analysts predict Vedanta’s EBITDA will improve over the next few years.
The NCLT’s approval is a big step. It allows Vedanta to divide its operations into five focused companies: Aluminium, Power, Oil & Gas, and Steel & Ferrous. This means that shareholders will get one share in each of these new companies for every share of Vedanta they own.
ICICI Securities, a brokerage firm, believes this is a good thing because the Aluminium and Power businesses are expected to be worth more than the current company. They have a ‘BUY’ rating and a target price of ₹650 per share.
Analysts at Nuvama Institutional Equities estimate a fair value of ₹686 per share. This value will increase by approximately ₹84 per share once the demerger is finished.
India Ratings and Research (Ind-Ra) predicts Vedanta’s profits will rise from 2026 to 2027 because of increased production and lower costs. They expect the company to have profits of around ₹45,000 to ₹50,000 crore.
This plan is expected to be completed by March 2026. The company is also investing in new projects and focusing on making products that are worth more money. These efforts should help the company continue to grow.
For investors, the demerger presents an opportunity to capitalize on the expected growth potential of individual business units.
