Vedanta Q4 Result Preview: EBITDA To Jump By 20%, Commodity Price To Drive Growth | Demerger Details In Focus

Vedanta Q4 Result Preview: The metal to mining conglomerate is set to report a robust profit and nearly 20% surge in EBITDA in the fourth quarter of financial year 2025-26. Commodity prices, volumes, and lower RM cost are likely to drive growth and help the mining giant to outperform its peers.

Days ahead of Vedanta demerger record date, Anil Agarwal-led mining conglomerate is scheduled to announce its fourth quarter result for FY26 on Wednesday, April 29. Vedanta has fixed May 1 as demerger record date. As the metal stock is likely to remain focus ahead of Q4 result, here are all the details to know about it.

Vedanta Q4 Result Preview

Vedanta's consolidated EBITDA is likely to increase by 20% on a quarterly basis led by higher zinc and aluminium prices, as per Nuvama report. Aluminium segment's EBITDA is likely to increase by 21% on a sequential basis, aided by higher average blended aluminium price.

The metal giant's Zinc India's EBITDA is expected to rise by 21% driven by higher prices and volume, but Zinc international's EBITDA may see a 26% quarter on quarter (QoQ) fall due to lower volumes.

"Ramp-up at Meenaxi and Athena to drive higher power sales volume and in turn EBITDA to increase by ~44% QoQ. Iron ore EBITDA to increase by 24% QoQ while steel to turnaround to EBITDA positive on support of higher prices. Oil and gas EBITDA is expected to increase by 4% QoQ due to higher prices, partially offset by lower volumes," as per Nuvama report.

Vedanta Q4 Result Preview: Commodity Prices, Volumes To Drive Growth

Vedanta's commodity prices, volumes and lower RM cost are likely to drive compay's growth and help it in outperforming peers. Vedanta's Q4 profit is likely to increase by 132% on a yearly basis and by 4% on quarterly basis, as per Systmatix report. Update on Vedanta demerger will remain in focus.

Vedanta share price ended 2.98% higher at Rs 742.6 per share on BSE with a market capitalisation of Rs 2,90,385.42 crore on Monday. The stock had touched an intraday high of Rs 746.50 per share and an intraday low of Rs 720.70 per share.

Vedanta Demerger

As per the composite scheme of arrangement, Vedanta demerger will lead to the formation of five separate entities, ie Vedanta Aluminium Metal Limited, Talwandi Sabo Power Limited, Malco Energy Limited, Vedanta Iron and Steel Limited, and the parent firm.
As per Vedanta BSE filing, Vedanta Aluminium will issue "one fully paid-up equity share of VAML having a face value of Re 1 each for every 1 fully paid-up equity share of Re 1" held in Vedanta. Vedanta's board of directors has fixed May 1 as the record date to determine the eligibility of shareholders for demerger.