• Demerger and listings: Following the group's demerger into distinct entities (including aluminium, oil and gas, power, and iron and steel), all four demerged companies are scheduled to be listed and trade individually by next month.
• Capital expenditure targets: Vedanta plans to invest approximately $20 billion over the next three to five years, primarily funded through internal accruals backed by an estimated $10 billion in EBITDA, to expand overall production by 2.5 times.
• Production expansion plans: The group aims to increase aluminium production from 30 lakh tonnes to 60 lakh tonnes, raise steel output to 15 million tonnes, expand power capacity to 20,000 MW, and invest $5 billion to achieve 500,000 barrels of oil production.
• Regulatory reform advocacy: Chairman Anil Agarwal called for transitioning from 50-year mining limits to life-of-mine leases, a unified underground resource policy, faster judicial processes, and wide-scale privatization of public sector units to boost domestic production and curb imports.
• Key commodity outlook: Long-term bullishness is centered on aluminium, copper, oil and gas, and critical metals, alongside substantial domestic potential for modernized, privatized arms and ammunition manufacturing.