Update shared on 19 Nov 2025
Fair value Increased 8.43%Analysts have raised their price target for Vedanta from ₹511 to ₹554.08, reflecting modest improvements in revenue growth and profit margin expectations, as well as a slightly higher fair value forecast.
What's in the News
- Adani Enterprises has surpassed Vedanta as the highest bidder in the insolvency process for Jaiprakash Associates Limited. The committee of creditors is expected to vote on the resolution plans soon (Key Developments).
- Vedanta's plan to split into five independent listed entities has progressed, as the National Company Law Appellate Tribunal cleared the demerger of Talwandi Sabo Power from Vedanta Ltd. Further hearings are ongoing regarding objections from the Ministry of Petroleum and Natural Gas (Key Developments).
- The Board of Directors approved a second interim dividend of INR 16 per equity share for Financial Year 2025-26 (Key Developments).
- Vedanta is involved in ongoing bids for debt-laden energy and infrastructure assets, including Jaiprakash Associates, JP Power, and GVK Energy's Alaknanda hydro power project, as part of efforts to expand and diversify its portfolio (Key Developments).
- Board meetings were scheduled for October 17 and October 31, 2025, to consider unaudited financial results for the second quarter and half year ended September 30, 2025 (Key Developments).
Valuation Changes
- Fair Value: Increased from ₹511 to ₹554.08, reflecting a modest upward revision in the company's valuation.
- Discount Rate: Increased slightly from 15.37% to 15.91%, suggesting a marginally higher perceived risk in future cash flows.
- Revenue Growth: Improved from 7.74% to 8.16%, indicating a more optimistic outlook on future sales expansion.
- Net Profit Margin: Remained largely stable, inching up from 14.15% to 14.15%.
- Future P/E: Increased from 11.47x to 12.06x, showing a slightly higher valuation relative to projected earnings.
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