Vedanta Limited — PPTs, 31-07-2025: Investor Presentation

**1. Financial Highlights:**

Vedanta's Q1 results show strong performance: Revenue ₹37,434 Cr (+6% YoY), record EBITDA ₹10,746 Cr (+5% YoY) with 35% margin (13-quarter high). Adjusted PAT jumped 13% YoY to ₹5,000 Cr. Net Debt/EBITDA improved to 1.3x.

**2. Strategic Initiatives & Growth Drivers:**

Future growth is driven by Lanjigarh alumina ramp-up (3 MnT FY26 target) and HZL's 250 Ktpa expansion. New power capacities (Meenakshi Unit 4, Athena) are commissioning. Strategic bauxite/coal mine operations in H2 and O&G drilling will boost production.

**3. Business Developments:**

Operational wins: Record alumina at lowest cost. Zinc India's highest 1Q mined metal (reduced costs). Zinc International production soared 50% YoY; Copper cathode up 119%. Power sales grew 33% QoQ.

**4. Market Position & Competitive Advantage:**

Vedanta's record EBITDA and high margins strengthen its market standing. Reaffirmed AA credit ratings and reduced debt costs highlight robust financial health. ESG leadership boosts competitive edge.

**5. Investor Implications:**

Robust Q1 results, ongoing expansions, and cost optimization indicate positive growth potential. Improved debt metrics and liquidity suggest increased financial resilience and a favorable outlook.