Vedanta ka Mega Plan: 5 companies, 5 futures!
Bas, Vedanta ne confirm kar diya hai ki unki company 5 independent, publicly traded companies mein bat jayegi by May 1, 2026. Isme Aluminium, Oil & Gas, Power, Iron & Steel aur ek remaining Vedanta Limited entity hogi. Goal ye hai ki conglomerate discount khatam ho aur har business ko apni tarah se growth karne ka mauka mile. Ye move global trend ke hisab se hai jahan companies apne business ko simplify kar rahi hain.
Is plan ke baad investors ko original share ke badle har nayi company mein 1:1 ratio mein shares milenge. Stock ne April 21, 2026 ko ₹791.70 ka 52-week high touch kiya tha, halanki baad mein ₹735.60 par aa gaya tha.
ABB India ka Dividend: Payout ya P/E ka Sawaal?
Jab Vedanta yeh bade restructuring mein busy hai, wahi ABB India ne final dividend announce kiya hai ₹29.59 per share ka, jiska ex-dividend date April 30, 2026 hai.
Lekin yahan ek twist hai! ABB India ka P/E ratio 70x se lekar 96x tak chal raha hai, jo ki Indian Electrical Equipment industry ke average 27x se bahut zyada hai. Is high valuation ko lekar analysts chintit hain.
Iske comparison mein, Vedanta ka TTM P/E ratio 14.30x se 30x ke beech mein hai, aur market cap lagbhag ₹2.9 lakh crore hai. Jabki metals sector pichle saal performance mein sabse peeche raha.
Risks Aur Analyst ki Rai
Vedanta ke demerger mein execution risks hain aur listing mein delays ho sakti hai. Commodity prices ka bhi pressure rahega. Government ne September 2025 mein financial transparency ko lekar kuch sawaal bhi uthaye the.
ABB India ke liye sabse bada risk uski stretched valuation hai. Itna high P/E ratio dikhata hai ki stock price earnings se zyada ho sakta hai.
Analyst log Vedanta ko zyada pasand kar rahe hain, 'Moderate Buy'/'Strong Buy' rating de rahe hain aur ₹820 se ₹859 tak ka target de rahe hain, jo ki 20% se zyada ka upside dikha sakta hai.
ABB India ke liye view zyada cautious hai, kai analysts 'Reduce' rating de rahe hain aur price targets mein downside ka risk bata rahe hain. Market ab Vedanta ke demerger execution aur ABB India ki valuation ko closely monitor karega.
