Insights by Vedanta for December-2025: Demerger & Business Key Highlights
Recently, Vedanta Ltd. has received long awaited Demerger approval from NCLT Mumbai for splitting the company into five independent, pure-play listed entities. The decision is a key milestone in Vedanta’s transformation into focused, sector leading companies.
Post Demerger, for every share held in Vedanta Limited, shareholders will additionally receive one share each of the 4 newly demerged entities. Thus, holding one share of Vedanta Ltd, a shareholder will have five shares of
VEDANTA LIMITED
VEDANTA ALUMINIUM
VEDANTA OIL & GAS
VEDANTA POWER*
VEDANTA IRON & STEEL
*The approval for demerger of merchant power business is currently pending.
This move positions Vedanta to unlock long-term value by aligning businesses with rising global and Indian demand.
Commodity Market Performance – 2025
The year 2025 was defined by heightened volatility, a major geopolitical focus on supply chain security and the early stage of a Global Commodity Supercycle driven by energy transition demand.
2025 Price trends Highlights (YTD) :
Silver : +145%
Copper : +43%
Aluminium : +19%
Zinc : +6%
Oil and Gas : Brent Crude -14%, Natural Gas -9% (Oil & Gas faced a supply surge resulting in a global glut and higher volatility. )
Gold and Silver led the sector performance with YTD gain of +104%, while industrial Metals saw a strong growth. Structural shifts, rapid digitalisation & global infrastructure expansion, are setting up the next commodity supercycle. Copper, Aluminium, & other base metals are expected to lead this rally. With a rising shift towards electrical vehicles, the demand of battery minerals (Lithium, Graphite, Cobalt, Nickel) is projected to grow rapidly. A geopolitical focus on securing critical minerals, namely Cobalt, Copper, Lithium, Potash, Nickel and Tungsten has driven significant price and supply chain volatility in 2025.
Business Highlights :
Vedanta recently has been declared the successful bidder for the Genjana Nickel, Chromium, and Platinum Group Elements (PGE) block, as well as the Depo Graphite Vanadium block, further strengthening the critical minerals portfolio.
Vedanta Chairman Mr. Anil Agarwal was conferred with the Pravasi Rajasthani Samman by the Hon’ble CM of Rajasthan, Sh. Bhajan Lal Sharma, and announced investments of Rs.1 lakh crore in the state.
Overall Takeaway
Vedanta’s December 2025 update highlights a transformational demerger, strong positioning in a rising commodity cycle, growing exposure to critical and battery minerals, and continued focus on sustainability and long-term value unlock.
⚠️ Disclaimer
The above figures are based on publicly available business update disclosures and rounded growth rates. They are indicative in nature and meant for educational purposes only. This is not investment advice.
