Post Demerger, Each Firm Can Become a $100 Billion Company: Anil Agarwal, Founder, Vedanta

Metals and mining major Vedanta has completed its demerger process with the listing of its four newly carved out entities on stock exchanges.

The equity shares of four new Vedanta Group companies: Vedanta Aluminium Metal, Vedanta Power, Vedanta Oil & Gas and Vedanta Iron & Steel were listed in the Indian stock market. 

“Vedanta has always delivered. We have a proven track record of creating value for shareholders with 300 per cent total shareholder return and a dividend yield of 60 per cent over the past five years. To me, every shareholder matters, even the smallest and each of our companies will double down on achieving much more. The listing of four new Vedantas took me back 24 years when Vedanta Resources was listed in London. Each has the potential to become a USD 100 billion company,” said Anil Agarwal

“These are all businesses built around the long-term needs of a nation that will become the third-largest economy in the world in three years. The demand for what is produced by each of these companies is growing in double digits. There is a demand-supply gap which must be filled by domestic producers. The four new Vedantas, along with our flagship Vedanta Ltd and iconic Hindustan Zinc, are very well positioned,” he added.

The Vedanta group underwent a significant demerger process, marking one of the biggest corporate restructurings in India’s metals and mining space. Vedanta demerger record date was May 1. 

The four listed companies have ambitious visions. Vedanta Aluminium is poised to maintain its lead as the largest aluminium producer across the US, Europe, the Middle East, Australia and Africa. Similarly, Oil and Gas has a clear ambition to scale towards 300,000 to 500,000 barrels per day with an investment of $5 billion, supporting India’s growing energy needs. 

Vedanta Power is building one of India’s fastest-scaling energy companies, with 4.2 GW operational capacity and a 12 GW expansion pipeline aligned to long-term demand. In addition, Vedanta Power will expand into hydropower and nuclear energy, creating a strong clean-energy portfolio in addition to its conventional prowess, becoming one of the top three power companies in the country. Vedanta Iron and Steel is evolving into a future-ready green steel and speciality steel company, anchored in raw material security, integrated operations, and expansion potential to support India’s industrial growth. 

Vedanta’s demerger marks a shift from a diversified structure to five focused, sector-leading businesses – each with clear strategic direction, capital allocation discipline, and growth visibility. Together, they represent a portfolio aligned to global megatrends and India’s long-term resource and energy needs.