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Earnings Call Transcript

Vedanta Aluminium Metal Earnings Call Transcript: Key Takeaways

Vedanta Aluminum Metal Limited reported a strong Q1 FY27, capitalizing on higher LME prices and cost optimization despite seasonal monsoon headwinds affecting production stabilization.

Guidance and delivery
Management target Revenue FY27
Highlights
Revenue growth45% YoY revenue growth driven by strong realizations and operational execution.
MarginsEBITDA per ton expanded sequentially from $1,511 to $1,804.
Demand visibilityStrong global demand outlook supported by supply-side constraints.
Management confidenceBalanced and execution-focused, highlighting resilience post-demerger and debt-free status for Balco.

Growth

Revenue rose 45% YoY to ₹21,105 crore; EBITDA surged 134% YoY with margin expansion to $1,804 per ton.

Outlook

Targeting 4.1 million tons of alumina for FY27; alumina costs expected to reach $750/ton in H2.

Risks

Inflationary pressures from Middle East disruptions and higher seasonal power plant costs in Q2 pose margin risks.

Source

Earnings Call Transcript filed with BSE, NSE: VAML. Summary written with AI assistance from the document.

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Vedanta Aluminium Metal Ltd: key numbers

Share price
₹426.75
Market cap
₹1,66,876 Cr
Revenue (annual)
₹0.00 Cr
Net profit (annual)
₹-0.04 Cr
Promoter holding
56.38%
FII holding
12.55%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Vedanta Aluminium Metal Q1 FY27 Results: Net Profit ₹6,597 Cr, Up 205.1% YoY

Vedanta Aluminium Metal Ltd reported revenue from operations of ₹21,393 Cr (+46.0% YoY) and net profit of ₹6,597 Cr (+205.1% YoY) for Q1 FY27.

Key figure
Net profit ₹6,597 Cr · +205.1% YoY