Vedanta Limited

NSEI:VEDL 株式レポート

時価総額：₹1.2t

Vedanta 将来の成長

Future 基準チェック /26

Vedanta利益と収益がそれぞれ年間19%と6.2%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に17.6% 18.9%なると予測されています。

主要情報

19.0%

収益成長率

18.89%

EPS成長率

Metals and Mining 収益成長17.1%
収益成長率6.2%
将来の株主資本利益率17.60%
アナリストカバレッジ

Low

最終更新日22 May 2026

今後の成長に関する最新情報

分析記事 • Feb 01

Vedanta Limited (NSE:VEDL) Just Reported And Analysts Have Been Lifting Their Price Targets

The quarterly results for Vedanta Limited ( NSE:VEDL ) were released last week, making it a good time to revisit its...
分析記事 • Nov 04

Vedanta Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

The quarterly results for Vedanta Limited ( NSE:VEDL ) were released last week, making it a good time to revisit its...

Recent updates

新しいナラティブ • Jun 06

VEDANTA LTD (POST-DEMERGER) THE BULL CASE

June 2026 What happened: On May 1, 2026, Vedanta demerged into 5 independent entities. Aluminium, Oil & Gas, Power, and Steel are now separate listed companies.
ナラティブの更新 • Jun 02

VEDL: Demerger Progress And Dividend Payouts Will Shape Balanced Repricing

Analysts have shifted their price target on Vedanta from ₹863.86 to ₹308.25, reflecting updated assumptions that include lower revenue growth and profit margin expectations, alongside a higher future P/E multiple and a slightly reduced discount rate. What's in the News The board meeting on April 20, 2026 set May 1, 2026 as the record date for shareholders eligible to receive consideration under the approved demerger scheme and targeted that date for the scheme to become effective.
分析記事 • May 08

Vedanta Limited (NSE:VEDL) Analysts Are More Bearish Than They Used To Be

Today is shaping up negative for Vedanta Limited ( NSE:VEDL ) shareholders, with the analysts delivering a substantial...
分析記事 • May 07

Some Investors May Be Willing To Look Past Vedanta's (NSE:VEDL) Soft Earnings

Vedanta Limited's ( NSE:VEDL ) earnings announcement last week didn't impress shareholders. However, our analysis...
ナラティブの更新 • May 03

VEDL: Demerger And Dividend Policy Reset Will Drive Bullish Repricing

Analysts have raised their price target on Vedanta slightly to around ₹864 from about ₹858, citing updated assumptions that combine a lower discount rate and higher revenue growth outlook with a more moderate profit margin and a slightly higher future P/E multiple. What's in the News The board plans to meet on April 29, 2026 to review audited financial results for Q4 and FY 2025-26, consider appointing M S K A & Associates LLP as statutory auditors for a five year term, take note of the resignation of independent director Ms Pallavi Joshi Bakhru, review progress on the demerger scheme, and revise the dividend distribution policy effective from FY 2027 (Board Meeting).
ナラティブの更新 • Apr 16

VEDL: Dividend And Gupta Power Bid Will Drive Bullish Repricing

Analysts have raised their price target on Vedanta from ₹808.77 to ₹857.85. They cite revised assumptions around revenue growth, profit margins and future P/E that support a higher fair value estimate.
ナラティブの更新 • Apr 02

VEDL: Dividend Payouts And Gupta Power Bid Will Support Bullish Repricing

Analysts have kept Vedanta's fair value estimate steady at ₹808.77, with only marginal tweaks to assumptions such as discount rate, growth, margins, and future P/E. These changes feed into a broadly unchanged price target narrative.
ナラティブの更新 • Mar 19

VEDL: Upcoming Board Actions And Bidding Interest Will Support Bullish Repricing

Analysts have maintained their fair value estimate for Vedanta at ₹808.77 per share, with only marginal adjustments to inputs such as the discount rate, profit margin and future P/E assumptions driving this latest price target confirmation. What's in the News A board meeting is scheduled on January 19, 2026 to consider unaudited consolidated and standalone financial results for the third quarter and nine months ended December 31, 2025 (company filing).
ナラティブの更新 • Mar 04

VEDL: Upcoming Board Meetings And Higher Fair Value Will Support Bullish Repricing

Analysts have lifted their price target on Vedanta from ₹781.08 to ₹808.77, citing updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E as key drivers of the change. What's in the News Vedanta has scheduled a board meeting on January 19, 2026, at 12:30 Indian Standard Time to consider the unaudited consolidated and standalone financial results for the third quarter and nine months ended December 31, 2025 (company filing).
ナラティブの更新 • Feb 18

VEDL: Tighter Discount Rate And Upcoming Earnings Will Support Bullish Repricing

Analysts have nudged their fair value estimate for Vedanta higher, with the price target moving from about ₹764 to roughly ₹781. This reflects slightly different assumptions on discount rate, revenue growth, profit margin and forward P/E.
分析記事 • Feb 16

Vedanta (NSE:VEDL) Seems To Use Debt Quite Sensibly

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
ナラティブの更新 • Feb 04

VEDL: New Finance Hub And Earnings Outlook Will Support Bullish Repricing

Analysts have raised their price target for Vedanta to ₹763.92 from ₹621.23, citing updated assumptions regarding fair value, discount rate, revenue growth, profit margins and future P/E multiples. What's in the News A board meeting is scheduled on January 29, 2026 at 14:10 IST to consider unaudited financial results for the third quarter and nine months ended December 31, 2025, along with an investor presentation on the results (company filing).
分析記事 • Feb 01

Vedanta Limited (NSE:VEDL) Just Reported And Analysts Have Been Lifting Their Price Targets

The quarterly results for Vedanta Limited ( NSE:VEDL ) were released last week, making it a good time to revisit its...
分析記事 • Jan 30

Investors Still Aren't Entirely Convinced By Vedanta Limited's (NSE:VEDL) Earnings Despite 27% Price Jump

Vedanta Limited ( NSE:VEDL ) shares have continued their recent momentum with a 27% gain in the last month alone. The...
新しいナラティブ • Jan 29

Aluminum And Zinc Capacity Expansion Will Support A Stronger Long Term Outlook

Catalysts About Vedanta Vedanta is a diversified natural resources group with operations across aluminum, zinc, oil and gas, power, iron and steel, and related value added products. What are the underlying business or industry changes driving this perspective?
ナラティブの更新 • Jan 19

VEDL: New Finance Hub And Updated Assumptions Will Shape Balanced Future Outlook

Analysts have lifted their fair value estimate for Vedanta from ₹575.46 to ₹621.23, reflecting updated views on slightly lower discount rates, adjusted revenue growth and profit margin assumptions, and a revised future P/E outlook. What's in the News Vedanta Finance IFSC Limited, a wholly owned subsidiary of Vedanta Limited, has been incorporated at GIFT City in Gujarat to act as a financial hub for treasury and capital market operations, with the certificate of incorporation dated November 18, 2025 (Key Developments).
分析記事 • Jan 19

Estimating The Intrinsic Value Of Vedanta Limited (NSE:VEDL)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Vedanta fair value estimate is ₹807 Current share price of...
ナラティブの更新 • Jan 05

VEDL: New Finance Hub And Steady Assumptions Will Support Balanced Future Outlook

Analysts have lifted their fair value estimate for Vedanta from ₹564.31 to ₹575.46, citing updated assumptions on discount rate, revenue growth, profit margin and future P/E that slightly adjust their overall outlook on the stock. What's in the News Vedanta Finance IFSC Limited, a wholly owned subsidiary of Vedanta Limited, has been incorporated at GIFT City, Gujarat, to act as a financial hub for treasury and capital market activities, with the certificate of incorporation dated November 18, 2025 (company announcement).
分析記事 • Jan 04

Vedanta (NSE:VEDL) Could Become A Multi-Bagger

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
ナラティブの更新 • Dec 17

VEDL: New Finance Hub And Stable Outlook Will Shape Balanced Future Prospects

Analysts have raised their price target for Vedanta slightly to reflect a modest increase in fair value to ₹564.31. This is supported by marginally stronger long term revenue growth expectations that more than offset a small downward tweak to profit margin assumptions and a higher discount rate.
分析記事 • Dec 04

Market Still Lacking Some Conviction On Vedanta Limited (NSE:VEDL)

With a price-to-earnings (or "P/E") ratio of 17.3x Vedanta Limited ( NSE:VEDL ) may be sending bullish signals at the...
ナラティブの更新 • Dec 03

VEDL: Demerger And New Finance Hub Will Shape Balanced Future Outlook

Analysts have nudged their fair value estimate for Vedanta higher from roughly ₹554.08 to ₹563.54 per share, citing a slightly richer future price to earnings multiple that more than offsets marginal trims to long term revenue growth and profit margin assumptions, even after a modest uptick in the discount rate. What's in the News Vedanta has incorporated a new wholly owned subsidiary, Vedanta Finance IFSC Limited, at GIFT City in Gujarat to act as a strategic hub for treasury and capital market operations, aiming to improve trade finance and overall financial efficiency (company filing).
ナラティブの更新 • Nov 19

VEDL: Upcoming Demerger and Expansion Efforts Will Shape Financial Outlook

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.
分析記事 • Nov 04

Vedanta Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

The quarterly results for Vedanta Limited ( NSE:VEDL ) were released last week, making it a good time to revisit its...
ナラティブの更新 • Nov 01

VEDL: Demergers And Asset Bids Will Shape Future Performance And Risks

Narrative Update: Vedanta Analyst Price Target Revision Analysts have raised their fair value estimate for Vedanta from ₹505.64 to ₹511.00, citing stronger revenue growth and improved profit margins as key reasons for the upward adjustment. What's in the News The National Company Law Appellate Tribunal (NCLAT) has cleared the way for Talwandi Sabo Power Ltd.'s demerger from Vedanta Ltd., even as the group continues with its broader plan to split into five listed entities.
ナラティブの更新 • Oct 12

Expanding Zinc And Aluminum And Renewables Will Ensure Long-Term Value

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.
分析記事 • Oct 09

Is There An Opportunity With Vedanta Limited's (NSE:VEDL) 37% Undervaluation?

Key Insights The projected fair value for Vedanta is ₹756 based on 2 Stage Free Cash Flow to Equity Vedanta's ₹473...
分析記事 • Sep 21

These 4 Measures Indicate That Vedanta (NSE:VEDL) Is Using Debt Reasonably Well

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
ナラティブの更新 • Sep 06

Expanding Zinc And Aluminum And Renewables Will Ensure Long-Term Value

Vedanta’s consensus price target saw only a marginal decline to ₹499.57, as both net profit margin and future P/E remained largely stable. What's in the News Vedanta is a bidder for Jaiprakash Power Ventures' INR 38 billion CCPS, which could lead to a controlling stake in the company following a regulatory-mandated open offer.
分析記事 • Aug 09

Vedanta (NSE:VEDL) Knows How To Allocate Capital Effectively

NSEI:VEDL 1 Year Share Price vs Fair Value Explore Vedanta's Fair Values from the Community and select yours Finding a...
分析記事 • Jul 10

Vedanta Limited's (NSE:VEDL) Earnings Are Not Doing Enough For Some Investors

Vedanta Limited's ( NSE:VEDL ) price-to-earnings (or "P/E") ratio of 11.5x might make it look like a strong buy right...
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新しいナラティブ • Nov 10

Tactical Renewables Partnership And Expanded Refinery Capacity Boost Future Profitability

Strategic partnerships and capital projects could reduce costs and enhance margins, supporting revenue and profitability growth across Vedanta's operations.

業績と収益の成長予測

NSEI:VEDL - アナリストの将来予測と過去の財務データ ( )INR Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
3/31/2029943,92293,976135,070267,0202
3/31/2028922,47383,634131,517443,1842
3/31/2027904,79678,141144,948360,2992
3/31/2026766,72047,750186,230394,990N/A
12/31/20251,605,110135,730N/AN/AN/A
9/30/20251,555,780120,130177,750374,340N/A
6/30/20251,535,310145,670N/AN/AN/A
3/31/20251,513,360149,880225,570395,620N/A
12/31/20241,462,520128,740N/AN/AN/A
9/30/20241,426,940113,400232,930398,360N/A
6/30/20241,440,69052,050N/AN/AN/A
3/31/20241,421,72042,390189,020356,540N/A
12/31/20231,445,64047,510N/AN/AN/A
9/30/20231,432,87052,020156,020291,690N/A
6/30/20231,409,78087,930N/AN/AN/A
3/31/20231,458,870105,740192,780330,650N/A
12/31/20221,480,090144,920N/AN/AN/A
9/30/20221,480,150161,920235,550376,680N/A
6/30/20221,418,260189,990N/AN/AN/A
3/31/20221,316,800188,020243,330349,630N/A
12/31/20211,200,270194,350N/AN/AN/A
9/30/20211,088,280185,700257,630342,870N/A
6/30/2021995,840147,930N/AN/AN/A
3/31/2021871,660116,020170,940239,800N/A
12/31/2020789,110-73,510N/AN/AN/A
9/30/2020775,391-73,14071,734138,175N/A
6/30/2020784,740-69,820N/AN/AN/A
3/31/2020839,540-66,640114,860193,000N/A
12/31/2019875,81974,840N/AN/AN/A
9/30/2019898,90967,100N/A274,446N/A
6/30/2019905,84068,830N/AN/AN/A
3/31/2019913,59070,650N/A237,540N/A
12/31/2018938,88091,230N/AN/AN/A
9/30/2018960,220102,102N/A88,691N/A
6/30/2018957,870103,740N/AN/AN/A
3/31/2018913,720103,420N/A173,660N/A
12/31/2017850,38068,702N/AN/AN/A
9/30/2017819,20480,967N/A247,646N/A
6/30/2017760,72062,832N/AN/AN/A
3/31/2017722,25069,580N/A180,830N/A
12/31/2016657,164-79,104N/AN/AN/A
9/30/2016610,012-114,165N/A199,024N/A
6/30/2016618,539-95,513N/AN/AN/A
3/31/2016642,618-122,705N/A203,769N/A
12/31/2015661,797-173,703N/AN/AN/A
9/30/2015705,197-167,521N/A218,212N/A
6/30/2015736,059-151,554N/AN/AN/A

アナリストによる今後の成長予測

収入対貯蓄率: VEDLの予測収益成長率 (年間19% ) は 貯蓄率 ( 6.9% ) を上回っています。

収益対市場: VEDLの収益 ( 19% ) はIndian市場 ( 16% ) よりも速いペースで成長すると予測されています。

高成長収益: VEDLの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: VEDLの収益 ( 6.2% ) Indian市場 ( 10.8% ) よりも低い成長が予測されています。

高い収益成長: VEDLの収益 ( 6.2% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: VEDLの 自己資本利益率 は、3年後には低くなると予測されています ( 17.6 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/06/12 11:43
終値2026/06/12 00:00
収益2026/03/31
年間収益2026/03/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Vedanta Limited 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。45

アナリスト機関
Parin Tanna360 ONE Capital Market Private Limited
null nullAnand Rathi Shares and Stock Brokers Limited
Rajesh ZawarAnand Rathi Shares and Stock Brokers Limited