Vedanta’s demerger is complete, but the stock moved sharply as four business units were excluded from the new structure. After a strong Q4, brokers see upside and cite valuation support from the zinc business and a cleaner corporate setup. Still, analysts are split—some advise waiting for price discovery before buying.
Vedanta expects a historic FY26 powered by record profitability in aluminium and zinc, with margins at 38% and 50%. The demerger became effective May 1, and management says all four new entities should trade by end-June. It also mapped a deleveraging route for Vedanta Resources, aiming to bring debt down to $3 billion over three years.
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