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Earnings Call

Vedanta Earnings Call: Key Takeaways

Vedanta reports record performance with Q3 EBITDA of ₹15,171cr (+34% YoY) and 41% margins. Strategy focuses on cost leadership through vertical integration and massive capacity expansion across 5 segments.

Why this was an Alfa AlertNot a filter event. Results are record-breaking but no specific beat vs prior management guidance range is provided.
Highlights
Revenue growth19% YoY Q3 revenue growth; 10% YoY for 9M FY26.
Margins41% Q3 margin; aiming for top-decile global cost curve position.
Demand visibilityStrong domestic demand CAGR (6.1%-7.3%) for minerals like Aluminium/Zinc.
Management confidenceHigh; citing 'Record EBITDA on the Cards' and 'Continuous Deleveraging'.

Growth

Q3 Revenue at ₹45,899cr (+19% YoY); PAT at ₹7,807cr (+60% YoY). 9M FY26 EBITDA reached highest-ever ₹37,529cr.

Outlook

Targeting ~$10Bn annual EBITDA in medium term; Alumina capacity increasing to 6 MTPA; Power capacity doubling to 4.78 GW.

Risks

Commodity price sensitivity (LME/Brent); ongoing debt refinancing requirements; project commissioning timelines in FY27.

Source

Earnings Call filed with NSE, NSE: VEDL. Summary written with AI assistance from the document.

Read the document ↗

Vedanta Ltd: key numbers

Share price
₹266.35
Market cap
₹1,04,153 Cr
Revenue (annual)
₹78,437 Cr
Net profit (annual)
₹17,391 Cr
P/E (TTM)
5.3×Sector 19.0×
Promoter holding
54.72%-1.66% QoQ
FII holding
15.78%Current quarter

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

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Vedanta Debt & Borrowing: ₹3,500 Cr

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Value
₹3,500 Cr
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Share Pledge

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Vedanta Board Meeting Date

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Debt & Borrowing

Vedanta Debt & Borrowing: ₹189.8 Cr

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Value
₹189.8 Cr