VEDLNSEAugust 28, 2025

Vedanta Limited

5,751words
2turns
0analyst exchanges
0executives
Key numbers — 40 extracted
79.4%
iness Segments I Vedanta Group Structure As of 30-June-25 Listed entities Unlisted entities 79.4% Konkola Copper Mines (KCM) Vedanta Inc 42.90% 42.90% 59.4%1 71.3% 35% STL Networks Ltd 3
42.90%
f 30-June-25 Listed entities Unlisted entities 79.4% Konkola Copper Mines (KCM) Vedanta Inc 42.90% 42.90% 59.4%1 71.3% 35% STL Networks Ltd 3 Sterlite Tech (STL) Vedanta Resources Ltd Ster
59.4%
isted entities Unlisted entities 79.4% Konkola Copper Mines (KCM) Vedanta Inc 42.90% 42.90% 59.4%1 71.3% 35% STL Networks Ltd 3 Sterlite Tech (STL) Vedanta Resources Ltd Sterlite Electric L
71.3%
tities Unlisted entities 79.4% Konkola Copper Mines (KCM) Vedanta Inc 42.90% 42.90% 59.4%1 71.3% 35% STL Networks Ltd 3 Sterlite Tech (STL) Vedanta Resources Ltd Sterlite Electric Ltd Ster
35%
Unlisted entities 79.4% Konkola Copper Mines (KCM) Vedanta Inc 42.90% 42.90% 59.4%1 71.3% 35% STL Networks Ltd 3 Sterlite Tech (STL) Vedanta Resources Ltd Sterlite Electric Ltd Sterlite
56.4%
Ltd Sterlite Electric Ltd Sterlite Grid 5 Ltd Serentica Renewables Vedanta Ltd Consolidated 56.4% Vedanta Ltd (VDL) Subsidiaries of Vedanta Ltd Divisions of Vedanta Limited ▪ Sesa Iron Ore ▪ St
600 MW
sidiaries of Vedanta Ltd Divisions of Vedanta Limited ▪ Sesa Iron Ore ▪ Sterlite Copper ▪ Power (600 MW Jharsuguda) ▪ Aluminium (Odisha aluminium and power assets) ▪ Cairn Oil & Gas2 ▪ Athena 61.8% 51
61.8%
r (600 MW Jharsuguda) ▪ Aluminium (Odisha aluminium and power assets) ▪ Cairn Oil & Gas2 ▪ Athena 61.8% 51% 100% 100% 95.5% 100% 100% 100% 100% Zinc India (HZL) Bharat Aluminium (BALCO) Zin
51%
MW Jharsuguda) ▪ Aluminium (Odisha aluminium and power assets) ▪ Cairn Oil & Gas2 ▪ Athena 61.8% 51% 100% 100% 95.5% 100% 100% 100% 100% Zinc India (HZL) Bharat Aluminium (BALCO) Zinc In
100%
arsuguda) ▪ Aluminium (Odisha aluminium and power assets) ▪ Cairn Oil & Gas2 ▪ Athena 61.8% 51% 100% 100% 95.5% 100% 100% 100% 100% Zinc India (HZL) Bharat Aluminium (BALCO) Zinc Internat
95.5%
Aluminium (Odisha aluminium and power assets) ▪ Cairn Oil & Gas2 ▪ Athena 61.8% 51% 100% 100% 95.5% 100% 100% 100% 100% Zinc India (HZL) Bharat Aluminium (BALCO) Zinc International (Skorpi
74%
Zinc India (HZL) Bharat Aluminium (BALCO) Zinc International (Skorpion -100% BMM & Gamsberg-74%) Talwandi Sabo Power (1,980 MW) ESL Steel Limited Ferro Alloys Corporation Ltd. (FACOR) Me
Guidance — 4 items
Note
opening
FY25 FY26e FY29e FY25 FY26e FY27e FY29e Note: *Basis approved projects till date.
Note
opening
km Acreage ▪ R&R 1.43 Bnboe North (HF-GV) A Rajasthan D North-East GK-GS Camba y B Cambay Near Term Target ▪ Production Target → 125-150 kboepd ▪ R&R Target → 1.6 Bnboe C MB Mahanadi E Ravva PSC KG Cauvery F Prospective Resource Potential > 5 Bnboe Sr No.
Northeast
opening
❑ Drilling of 3–6 wells with international rig started in Jul,25 North East ❑ Rudra (Recent Discovery) substantiates high potential; 2-3 appraisal wells scheduled for drilling in Q2 FY26 ❑ Drilling of SP(Supra Thrust)-1 prospect planned for Q3 FY26 Deep Water ❑ Prospective KG basin block identified, likely potential of ~5 TCF.
Northeast
opening
This presentation should not be relied upon as a recommendation or forecast by Vedanta Resources Limited and Vedanta Limited and any of their subsidiaries.
Advertisement
Speaking time
Note
1
Northeast
1
Opening remarks
Note
1 Fully-diluted basis 2 50% of the share in the RJ Block is held by a subsidiary of Vedanta Ltd.; 3 Demerged from STL Tech and is scheduled for listing 4 I VDL: Diversified Mineral and Natural Resources Player 15+ Commodities Exposure 60+ Markets Exposure Market Leader in India for Key Commodities INDIA EAST ASIA Glass INDIA MULTIPLE UAE Fujairah Gold LIBERIA (Iron Ore) NAMIBIA SCORPION MINE (Zinc) SOUTH AFRICA BLACK MOUNTAIN MINE & GAMSBERG (Zinc) Note: Maps not to scale; Critical Mineral Blocks Secured: 10 Vanadium, Graphite, Cobalt, Manganese, Potash & Halite, Tungsten (2), Gold, Nickel Chromium & PGE (2) COPPER ALUMINIUM (45% Market Share) POWER IRON ORE ZINC (75% Market Share) OIL & GAS GLASS MULTIPLE (Lead, Silver, Steel, Alumina, FerroChrome, Cement, Met Coke, Coal, Bauxite etc.) 5 I VDL: Five Business Segments Vedanta Limited (VDL) Aluminum Power 3rd Largest Aluminium Producer Globally (Ex – China)* 5th largest private sector thermal power generators Zinc, Silver & Other Base M
Northeast
• 13 OALP blocks Ravva PSC Block East Coast 9 blocks – • KG: 2 PSC, 4 OALP • Cauvery: 2 blocks • Mahanadi: 1 block PR (mmboe) 1500 1100 500 300 1500 31 Note: R&R - 2P Reserves and 2C resources; 3 high potential blocks acquired in OALP IX PR – Prospective Resources O i l & G a s Robust Pipeline to Support Medium-Term Volume Growth I ASP ❑ Injection in Mangala Cluster C by Sep 2025 ❑ Potential for incremental volumes of >15 kboepd by Q2 FY 27 Offshore Shallow Water ❑ Appraisal drilling for Ambe DSF block to commence by October 2025. Tight Oil Shale ❑ Evaluating potential opportunities across ABH, MBH and V&V to enhance recovery. ❑ Drilling of 3–6 wells with international rig started in Jul,25 North East ❑ Rudra (Recent Discovery) substantiates high potential; 2-3 appraisal wells scheduled for drilling in Q2 FY26 ❑ Drilling of SP(Supra Thrust)-1 prospect planned for Q3 FY26 Deep Water ❑ Prospective KG basin block identified, likely potential of ~5 TCF. ❑ CSEM survey completed, and results
Advertisement
← All transcriptsVEDL stock page →