India · Delayed Price · Currency is INR Vedanta Aluminium Metal Earnings Call Transcripts
Fiscal Year 2027
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Record output and stronger value-added sales drove Q2 revenue up 41% YoY and EBITDA up 83%. Focus remains on expansion, captive sourcing and cost cuts, with potential later-FY27 global supply growth a price risk.
Fiscal Year 2026
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Q1 FY 2027 saw robust growth across Vedanta's demerged entities, with record revenues and EBITDA in aluminium, strong operational delivery in power and steel, and significant deleveraging and credit upgrades. Expansion projects and cost optimization remain key priorities, with flexible dividend policies and real estate value unlocking initiatives underway.
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Aluminium plans to reach 3 MTPA by FY 2028 and projects EBITDA of $5.8 billion by FY 2029 at current pricing. Across the demerged businesses, expansion plans support a target of over $9 billion consolidated EBITDA in FY 2027.