Q4 2025 Vedanta Ltd Earnings Call Transcript
Key Points
- Vedanta Ltd (BOM:500295) achieved its highest annual revenue of INR 150,725 crores, marking a 10% year-on-year increase.
- The company reported its second highest EBITDA of INR 43,541 crores, reflecting a 37% year-on-year growth.
- Vedanta's aluminum business achieved its highest ever annual metal production of 2,422 kt, surpassing volume guidance for FY '25.
- The company secured a seller delivery agreement for over 1 gigawatt of renewable energy, aiming to significantly reduce emissions.
- Vedanta Ltd (BOM:500295) is making progress on its $9.5 billion capital expenditure program, with $5.5 billion already spent, supporting strategic projects on volume expansion and backward integration.
- Global economic uncertainty due to U.S. tariffs and retaliatory measures could impact Vedanta's performance.
- The company faces challenges in ramping up alumina production, with delays in achieving the targeted run rate.
- Vedanta's oil and gas production was impacted by natural declines in certain fields, affecting overall output.
- The demerger process involves complex approvals, including the transfer of mining leases, which could delay completion.
- Despite achieving high revenue, Vedanta Ltd (BOM:500295) fell short of its EBITDA target for FY '25 due to higher alumina prices and other operational challenges.
Ladies and gentlemen, good day and welcome to Vedanta Limited's fourth quarter financial year 2,425 earnings conference call. (Operator Instructions) Please note that this conference is being recorded. (Operator Instructions)
I now hand the conference over to Mr. Charanjeet Singh, group head investor relations with Ata.
Thank you and over to you.
Good evening, everyone, and welcome to Vedanta Limited Q4 and full year financial year '25 earnings call. On behalf of team Vedanta, I thank you all for joining us today. I hope you had the chance to look at our press release, earnings presentation and detailed financial statements uploaded on the website of stock exchanges and on the company website.
On this call, on the Vedanta side, we have with us a newly appointed group CEO, Ms. Deshnee Naidoo. Our seasonal leader in the metal and mining space with over 27 years of global experience. This appointment marks the home coming from Ms. Naidoo, who was previously with Vedanta from
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