Arey, is demerger ka matlab hai ki Vedanta Aluminium Metal, Power, Oil & Gas, aur Iron & Steel mein bant jayegi.
Aim ye hai ki har business apne aap mein grow kare aur investors ko zyada value mile. Is announcement ke baad, stock 3% se zyada bhaga aur ₹794.90 ke naye 52-week high par pahunch gaya. Kal shaam ko ₹770.65 pe close hua tha, aur aaj subah ₹790.55 ke aas paas khula. Company ki market cap bhi ₹3.01 lakh crore ke aas paas pahunch gayi hai.
Industry Context & Pichle Restructuring
Ab iska industry context dekhte hain. India mein steel ki demand 9.12% CAGR se badhne wali hai, from 2026 to 2031, aur Vedanta ka Iron & Steel business iska fayda utha sakta hai. Aluminium mein bhi India kaafi strong hai, aur Middle East ki problems ki wajah se prices bhi badh rahi hain, jisme Vedanta ka Aluminium business (BALCO jisme ₹15,909 crore turnover FY25 mein tha) benefit karega. Energy sector toh waise bhi India ke liye bohot important hai.
Yaad hai, Vedanta ne pehle bhi restructuring ki hai, 2023 mein ek plan announce hua tha aur National Company Law Tribunal (NCLT) ne December 2025 mein approve kiya tha. Usse pehle 2020 mein delisting attempt bhi failed raha tha.
