Vedanta Share Prediction: How 1:5 Split To Impact F&O Contracts? Key Dates, Ratings & New Rules Post Demerger

Vedanta stock has been in focus this month as expectations of demerged entities listing in June is high. Vedanta has split its businesses in 1:5 ratio. Four new companies engaged in aluminium, iron & steel, power, and oil & gas will list soon. However, due to demerger, there has been a significant shift in futures and options contracts of Vedanta Ltd as well. But nonetheless, experts are optimistic on Vedanta's demerger and the latest to upgrade its rating on Anil Agarwal's Group is ICRA after over 10 years.

Vedanta Ltd Share Price:

Currently, Vedanta stock price is at Rs 306.30 apiece on BSE, with a market cap of Rs 1,19,775.19 crore. Post demerger, the company's 52-week high and low is at Rs 360.70 apiece and Rs 151.13 apiece respectively.

Vedanta 1:5 Split:

Vedanta has demerged into five separate entities. The first and foremost is Vedanta, which will continue to be the parent company of Hindustan Zinc. Then the new four entities are - Vedanta Aluminum, Vedanta Power, Vedanta Oil & Gas, Vedanta Iron & Steel Ltd.

According to reports, these four new entities could list in mid-June.

Vedanta Ltd Demerger Impact On F&O Contracts:

As per ICICI Direct's note, there is no impact on April 2026 expiry for Vedanta Limited contracts. However, contracts with expiry of May and June and July, 2026 have expired on April 29, 2026.

With effect from April 30, 2026, new derivatives contracts on Vedanta Limited will be re-introduced. These contracts have expiry dates of May 26, 2026, June 30, 2026 and July 28, 2026.

If you hold a long position (Long Futures, Short PUT, or Long CALL): Then ICICI Direct stated that allocate equivalent cash of the contract value in your F&O fund allocation.

But if you hold a short position (Short Futures, Long PUT, or Short CALL): Then the brokerage highlighted that ensure sufficient free shares of Vedanta Limited are available in your demat account for delivery.

Vedanta Demerged Companies Rating:

Recently, Vedanta Group received its highest domestic credit rating in more than a decade from ICRA. The Moody's-backed rating agency upgraded the long-term ratings of the key group entities to AA+.

Notably, ICRA upgraded the long-term ratings of Vedanta Limited (VEDL) and Vedanta Aluminium Metal Limited (VAML) to AA+ with a Stable outlook, while Talwandi Sabo Power Limited (TSPL) was upgraded to AA-/Stable from A+/Watch Developing. The agency also reaffirmed the Group's short-term rating at the highest category of A1+.

In its rationale, ICRA shed light on Vedanta's stronger profitability on the back of robust operational performance, improving liquidity profile and enhanced financial flexibility across key businesses. The agency expects these trends to continue through FY27, supported by favourable commodity dynamics, improving cost structures and strong earnings visibility across aluminium, zinc and oil & gas businesses.

The outlook has been broadly STABLE.

Not just ICRA, but major global rating agencies - S&P, Moody's and Fitch - have upgraded Vedanta Resources, holding company of Vedanta Ltd, in past two months. This underscores growing confidence globally in the improving financial profile, liquidity position and long-term growth outlook with respect to Vedanta group.

BUY Vedanta Shares?

The consensus recommendation from 14 analysts for Vedanta is BUY, as per Trendlyne data. However, EPS is expected to reduce by 54.8% in FY27. The average 12-months target price is set at Rs 308.25 apiece. The latest brokerage is BP Wealth who has given BUY rating on Vedanta with a target price of RS 387.

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