Vedanta Ltd (BOM:700134.PFD)

₹ 10.4 (0%) Market Cap: - Enterprise Value: - PE Ratio: 11.53 PB Ratio: 4.54 GF Score: 84/100

Q2 2025 Vedanta Ltd Earnings Call Transcript

Nov 08, 2024 / 12:00PM GMT

Transcript

Key Points

Positve

Vedanta Ltd (BOM:500295) reported a 44% year-on-year increase in quarterly EBITDA to INR10,364 crores, showcasing strong operational performance.
The company achieved its highest ever first half EBITDA of INR20,639 crores, marking a 46% year-on-year growth.
Vedanta Ltd (BOM:500295) maintained an industry-leading EBITDA margin of 34%, up 9% from the previous year, driven by cost reduction initiatives.
The aluminum business achieved its highest ever quarterly and half-yearly production, with a 3% year-on-year increase.
The company has made significant progress in its sustainability initiatives, including securing 1,900 megawatts of renewable energy commitments.

Negative

Vedanta Ltd (BOM:500295)'s iron ore business faced challenges due to transportation permit issues and heavy rainfall, impacting production.
The company is experiencing rising alumina market prices, which could pressure aluminum production costs.
There are delays in the ramp-up of the Lanjigarh refinery's Train-2, affecting alumina production targets.
The demerger process is still ongoing, with potential uncertainties around its completion by FY25.
The company faces external challenges in the global bauxite market, which could impact raw material sourcing.

Operator

Ladies and gentlemen, good day, and welcome to Vedanta Limited quarter two financial year 2025 earnings conference call. (Operator Instructions) Please note that this conference is being recorded. (Operator Instructions)

I now hand the conference over to Ms. Prerna Halwasiya, Deputy Head, Investor Relations and Company Secretary, Vedanta Limited. Thank you, and over to you.

Prerna Halwasiya

Vedanta Ltd - Deputy Head - IR & Company Secretary

Thank you, Yashaswi. Good evening, everyone, and welcome to Vedanta Limited's quarter two FY25 earnings conference call. I'm Prerna. I'm the Deputy Head, Investor Relations and Company Secretary for Vedanta. On behalf of the entire team, I would like to thank you for joining us today to discuss our financial results and business performance. The transcript of this call will be made available on Vedanta Limited's website.

The press release and presentation are already available on our website. Today, from our leadership team, we have with us Mr. Arun Misra, our Executive Director; Mr. Ajay Goel, our

Already have an account? Log in

Get the full story

Start 7-Day Free Trial

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

30-Day 100% money back guarantee

You are not charged until the trial ends. Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文

Education

Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.