Vedanta Q2 Results 2025: On the morning of 3 November, there was a sudden stir in the stock market. Shares of mining giant Vedanta Limited jumped as much as 3% to hit a high of ₹509.70. The reasons are the company’s September quarter (Q2 FY25) results and the report of brokerage house CLSA, which maintained “Outperform” rating and issued a target price of ₹580.
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Profit declined in Q2, but revenue and EBITDA provided relief
The second quarter of FY 2025 proved to be mixed for Vedanta. The company’s consolidated net profit declined to ₹3,479 crore, which is about 38% less as compared to ₹5,603 crore in the same period last year.
However, it is a matter of relief that the total revenue of the company increased to ₹ 40,464 crore, which was ₹ 38,934 crore a year ago.
EBITDA (Earnings Before Interest, Tax, Depreciation and Amortization) also saw a growth of 12% and reached ₹ 11,612 crore. EBITDA margin increased to 28.6%, indicating improvement in operational efficiency.
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20% jump in 3 months, investors’ confidence intact
Vedanta’s market cap has now reached close to ₹ 2 lakh crore. By the end of September 2025, promoters’ stake stood at 56.38%.
The company’s shares have increased by about 20% in the last three months and 116% in the last two years, which means that investors’ confidence is still intact.
CLSA’s confidence and new direction of demerger (Vedanta Q2 Results)
According to brokerage house CLSA, Vedanta’s Q2 EBITDA was in line with expectations and the company is likely to achieve more than $6 billion EBITDA in FY 2026. CLSA in the report praised Vedanta’s expansion and backward integration strategies in aluminium, zinc and power businesses.
Most importantly, the company’s expectations regarding the demerger process are strong, it can be completed by the end of FY26.
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Vedanta’s empire will be divided into six companies
According to Vedanta Chairman Anil Aggarwal, post the demerger the company’s existing businesses will be divided into six different units:
- Vedanta Aluminum
- Vedanta Oil & Gas
- Vedanta Power
- Vedanta Steel & Ferrous Materials
- Vedanta Base Metals
- Vedanta Limited
However, later it was decided to keep Base Metal Undertaking in the parent company.
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Debt reduction campaign and new bond issue
The company’s parent firm Vedanta Resources Limited (VRL) issued bonds worth $500 million (₹4,000 crore) due in October 2025. This amount is being used to repay short-term debt and strengthen the balance sheet.
The company’s focus is now on reducing debt and maintaining stable cash flow.
Message to investors (Vedanta Q2 Results)
Despite low profits, the rise in the stock is an indication that the market is confident in Vedanta’s long-term strategy.
Demerger, backward integration and strong commodity portfolio, these three aspects can take the company to new heights in the coming years.
