according to Group Chairman Anil Agarwal.
Business Restructuring and Capital Allocation
Vedanta has received approval from the National Company Law Tribunal for its demerger, resulting in the creation of four independent entities:
| Entity | Focus |
| Vedanta Aluminium | Aluminium production and greenfield projects |
| Vedanta Oil & Gas | Onshore, offshore, and Northeast oil & gas operations |
| Vedanta Power | Thermal and renewable power generation |
| Vedanta Iron & Steel | Steel and iron ore production |
Vedanta Ltd will continue to hold the group’s stake in Hindustan Zinc and act as an incubator for new businesses. Planned capital allocation includes:
| Segment | Planned Investment |
| Oil & Gas | ~$4 billion |
| Aluminium | ~$4 billion (greenfield projects) |
| Zinc & Silver | ~$2 billion |
| Iron & Steel | Additional investments planned |
| Power | $2.5 billion for 18,000 MW capacity (thermal + renewable) |
Expansion Plans Across Core Businesses
- Aluminium and Zinc: Currently contributing over 80% of consolidated EBITDA, Vedanta aims to double capacity in both segments.
- Silver: Production expected to quadruple to 3,000 tonnes, timeline unspecified.
- Oil & Gas: Targeting 300,000–500,000 barrels in 3–5 years, with long-term potential up to 1 million barrels from domestic fields.
- Power: Developing 18,000 MW of thermal and renewable capacity.
- Steel: Focus on advancing green steel initiatives.
Summary:
Vedanta Ltd plans to invest $20 billion in India over the next five years, leveraging its demerger into four focused entities. Key initiatives include capacity expansion in aluminium, zinc, and silver, ramping up oil production, building 18,000 MW of power capacity, and advancing green steel production, positioning the group for leadership across its core sectors.
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