Vedanta Share Price Down 19% In One Month, Brokerage Bullish on Anil Agarwal-Led Metal Stock | Buy or Sell?

Vedanta Share Price Today: Shares of Vedanta Limited fell nearly 19% over the past month, following the listing of its demerged entities and a steep correction in aluminium prices. Despite the decline, Anil Agarwal-led Vedanta has the potential for a 17% upside in the near term due to its long-term strategy for business expansion, according to an Investec report.

Shares of Anil Agarwal-led Vedanta Limited opened 0.83% lower on Tuesday after staging a brief recovery during the pre-opening session. Vedanta Limited share price closed 3.88% higher at Rs 284 per share on BSE on Monday with a market capitalisation of Rs 1,11,055.02 crore. The stock has a return on equity (ROE) of 23.53%.

Vedanta Share Price Recommendation

Investec, in its report, had maintained a 'Buy' rating for the stock with a target price of Rs 319 per share. The brokerage's recommendation came after the company's analyst day offered fresh details on its zinc and copper growth plans.

Vedanta Share Price Outlook

Its bullish stance on Vedanta's share price outlook came as management shed light on its two key areas, ie Zinc International and Saudi Arabia copper portfolio. These businesses are important because Vedanta's earnings profile is closely linked to commodity cycles, operating efficiency, project execution and capital allocation across metals such as zinc, aluminium, copper, oil and gas, and iron ore.

Key Risks

Vedanta's commentary also indicates that the next phase of re-rating may depend on clearer evidence of execution, highlighted Investec in its report. For large diversified resource companies, investor confidence often improves when management provides credible timelines, cost discipline and visibility on returns from major projects.

Vedanta Share Price Trend

Vedanta share price closed higher on Monday. The stock has touched its 52-week high mark of Rs 360.70 per share on May 29, 2025. The stock dipped to its 52-week low mark of Rs 151.13 per share. Vedanta stock has a return on equity (ROE) of 23.53% and it has delivered 21.45% returns in three months. The stock has declined close to 19.47% in two months.

Vedanta's Zinc International Strategy

A key part of the discussion centred on the Gamsberg mine, one of Vedanta's important zinc assets under its international portfolio. Management acknowledged the asset's past underperformance and outlined steps being taken to improve execution. This acknowledgement is significant because investor expectations from Gamsberg have historically depended on its ability to scale up output reliably.

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