The early hours of Thursday were marked by a sense of caution at Vedanta, as shares fell to Rs. 622.20 on the NSE, thereby eliminating part of the recent profits. Just two days before, the stock had reached a 52-week high of Rs. 629.90, clear evidence that Dalal Street is quick to change its mind!
In the last month, the shares of Vedanta had increased by about 21%, mainly due to the hype surrounding the company’s bold demerger scheme and important corporate actions. Therefore, the question for investors is: Will the dip prove to be a buying opportunity or simply a short-term check? The market’s mood is keeping everyone alert!
Vedanta’s 1:5 Demerger Plan – At a Glance
Vedanta’s approved demerger is an effort to simplify its structure and unlock value by creating five independent, listed companies, each focused on a specific core business segment.
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Vedanta Ltd: Zinc, copper, and semiconductors
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Vedanta Aluminium: Aluminium operations
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Vedanta Oil & Gas (Malco Energy): Oil and gas exploration and production
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Vedanta Power (Talwandi Sabo): Power generation assets
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Vedanta Steel & Ferrous: Iron ore and steel business
Vedanta Share Target Price
| Category | Details |
|---|---|
| Rating | Upgraded to BUY |
| Trigger | NCLT approval for Vedanta demerger |
| Fair Value | ₹650 per share |
| Bull-Case Target | ₹770 per share |
| Key Earnings Drivers | Aluminium, zinc, and silver |
| EBITDA Contribution | ~82% from aluminium, zinc, and silver |
| Demerger Timeline | Expected completion by end-FY2026 |
| Outlook | Demerger likely to unlock value through focused listed entities |
A Personal Loss That Casts A Shadow Beyond The Markets
The unexpected death of Agnivesh Agarwal, who was only 49 years old, has cast a shadow not only over the Vedanta Group but also across the corporate world. He reportedly suffered a cardiac arrest in New York, leaving colleagues and admirers stunned. The loss is especially devastating for Vedanta chairman Anil Agarwal, who described it as the “darkest day of my life” in an emotional post on X. Beyond the headlines and stock market reactions, this tragedy serves as a poignant reminder of how fragile life is, even at its peak.
(With Inputs)
Also Read: Who Was Agnivesh Agarwal? Son of Vedanta Founder Anil Agarwal Dies of Cardiac Arrest After…