Update shared on12 Oct 2025
Fair value Increased 1.22%Vedanta's analyst price target has been raised from ₹499.57 to ₹505.64, as analysts factor in improved revenue growth and profit margins in their updated forecasts.
What's in the News
- Vedanta continues with plans to split the group into five separately listed entities. The company aims for completion within the current year despite minor delays from ongoing legal proceedings. (Key Developments)
- The National Company Law Appellate Tribunal has approved the demerger of Talwandi Sabo Power from Vedanta. Further progress is expected following an upcoming tribunal hearing addressing government concerns. (Key Developments)
- Vedanta has emerged as the leading bidder for Jaiprakash Associates Ltd with an INR 125,050 million offer. The deal structure includes a significant initial payment after regulatory approval and a staggered payout over the next 5-6 years. (Key Developments)
- Kotak Alternate Assets has outbid Vedanta for Jaiprakash Power Ventures' preference shares and debt. This development could impact Vedanta's ambitions regarding JP Power. (Key Developments)
- Vedanta recently approved a second interim dividend of INR 16 per equity share for the financial year 2025-26. (Key Developments)
Valuation Changes
- The consensus analyst price target has risen slightly from ₹499.57 to ₹505.64.
- The discount rate has increased marginally from 15.07% to 15.21%.
- Revenue growth expectations have edged up from 6.68% to 6.94%.
- The net profit margin is anticipated to improve from 12.45% to 13.11%.
- The future P/E ratio forecast has decreased from 13.25x to 12.69x.
Disclaimer
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