Whalesbook
Toh ye jo split ho raha hai na, iske peeche ka main reason hai ki company apne alag-alag businesses mein chhupi hui value ko bahar laana chahti hai. Ab 5 alag companies hongi toh investors ko invest karna bhi easy hoga aur management bhi har business par better focus kar paayegi.
Is demerger ki khabar se hi Vedanta ka stock price pichhle ek saal mein lagbhag 80% bhag gaya hai! April 2026 mein toh stock ₹795 ke aas-paas pahunch gaya tha, jo ki record high tha. Khaas kar Vedanta Aluminium ka future kaafi bright dikh raha hai. Global supply tight hone aur prices badhne ki wajah se experts maan rahe hain ki iska share ₹400 ke paar ja sakta hai.
Par bhai, har kahani mein ek twist toh hota hi hai. Sabse badi chinta hai Vedanta ka massive debt, jo lagbhag ₹60,600 Crore ka hai (gross debt ₹81,000 Crore). Ye debt in 5 nayi companies mein kaise banta jayega, ye dekhna padega. Kuch analysts ne toh warning bhi di hai ki demerger ke baad stock price ekdum se gir sakta hai, shayad ₹300-₹325 tak. Ye sab is baat par depend karega ki debt kaise allocate hota hai. Demerger effective hone ki ex-date April 30, 2026 hai. Us din se stock price adjust hona shuru ho jayega.
Waise toh short-term mein thoda drop ho sakta hai, par most analysts abhi bhi Vedanta ko 'Strong Buy' rating de rahe hain. Unka average target price ₹859.77 hai. Unka maanna hai ki alag hone ke baad companies zyada attract karengi aur long run mein value create karengi.