• Earnings and growth: Q4 profit increased by 92% alongside a revenue rise of over 47%, driven by favorable commodity pricing, currency gains, volume growth, and higher-margin value-added products.
• Critical minerals roadmap: Vedanta is the preferred bidder for seven critical mineral blocks, aiming to finish exploration on three by 2028–2029 and add two to three new metals within five years.
• Gamsberg production targets: Production is targeted to reach 300 KT, scale to 500 KT, and hit 800 KT by 2030, with potential to reach 1 million tons through underground development yielding 10% zinc grades.
• Deleveraging post-demerger: Group leverage is projected to drop from 0.95 to 0.65, backed by a ₹15,000 crore ($1.7 billion) debt reduction target that will leave the Iron & Steel and Oil & Gas businesses debt-free.
• Hindustan Zinc restructuring: With silver driving 45–50% of EBITDA and potentially rising to 52–55%, further restructuring of the business will be assessed once all five demerged entities are listed.