“One stock. Four new companies. Endless possibilities.”
Vedanta Ltd has turned December 2025 into a blockbuster month for investors. The stock has surged sharply, hitting multiple all-time highs, as strong financial performance combined with a long-awaited demerger approval ignited fresh optimism in the market.
🚀 Vedanta Share Price Hits New Peaks
Vedanta shares climbed to a new 52-week high of ₹607.65 on December 26, finally closing at ₹601.10. The company’s market capitalization now stands at ₹2.35 lakh crore, marking a 35%+ gain in 2025 so far.
Earlier this month, the stock crossed ₹542.75, outperforming the Sensex and trading comfortably above all major moving averages — a strong bullish signal. After the NCLT approval, Vedanta delivered 18% returns in just a short span, proving investor confidence is back in full force.
🧩 Demerger Gets Green Signal — Big Value Unlock Ahead
A major trigger behind the rally was the NCLT’s approval of Vedanta’s demerger on December 25, ending a two-year regulatory journey.
Under the plan:
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Shareholders will receive 1 share each in 4 new companies
👉 Aluminium
👉 Oil & Gas
👉 Power
👉 Iron & Steel -
The parent Vedanta will retain zinc, silver (via Hindustan Zinc) and new-growth ventures.
Experts believe the restructuring could unlock value worth ₹2 lakh crore, with a 1:5 split expected before Q3 FY26 results. The demerger is targeted for completion by March 2026.
💰 Strong Financials Power the Rally
Vedanta’s Q2 FY26 results added more fuel to the stock’s momentum:
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Revenue: ₹39,868 crore (↑ 5.4% YoY)
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EBITDA: ₹11,397 crore (↑ 14.9% YoY)
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PAT: ₹3,479 crore (despite exceptional items)
On an annual basis:
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Sales grew 15%
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Operating profit jumped 19.45%
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Operating cash flow reached a massive ₹39,562 crore
Record aluminium and zinc production has positioned FY26 as Vedanta’s strongest year yet.
🔋 Strategic Wins & Analyst Confidence
Vedanta recently won the Genjana Nickel, Chromium & PGE block auction, strengthening its presence in critical minerals vital for India’s energy transition.
Brokerage Emkay Global has issued a BUY rating with a ₹525 target, highlighting manageable debt levels and potential upside from aluminium prices. With the demerger narrowing the conglomerate discount, long-term sentiment remains positive.
👀 What Investors Are Watching Next
With a commanding 41.52% share of the non-ferrous metals sector, Vedanta remains firmly in focus. Markets are now eyeing:
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Q3 FY26 results
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Final demerger approvals
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Commodity price trends
If momentum continues, Vedanta could stay in the spotlight well into 2026.
Disclaimer: Yeh views market experts ke hain and not of trueincome. Investment karne se pehle certified advisor se consult zaroor karein.