Vedanta Share Price Gains for 10th Straight Session as investor confidence strengthens around Vedanta Limited and its ambitious “Vedanta 2.0” transformation strategy. Not only have steady dividend payouts supported sentiment, but the company’s proposed demerger and decisive push into critical minerals have also reinforced optimism. As a result, the stock has continued its upward momentum, even amid broader market volatility.
To begin with, market participants are closely watching Vedanta 2.0, a multi-year strategic overhaul designed to simplify the corporate structure and sharpen operational focus. Most importantly, the plan proposes splitting the company into five independent, sector-focused entities covering aluminium, oil and gas, power, iron and steel, and zinc and silver. Consequently, each vertical will be able to pursue growth strategies aligned with its own capital cycle, cost structure, and market dynamics. Moreover, investors expect this approach to unlock shareholder value by improving transparency and accountability.
At the same time, management has signalled that the demerger process has reached an advanced stage. According to recent disclosures during the earnings call, regulatory approvals are progressing, and the final hearing for the scheme is scheduled shortly. Therefore, the company expects to complete the exercise within the current financial year. Once completed, the listing of the demerged entities should allow investors to independently assess performance, while also improving capital allocation discipline across businesses.
In addition, Vedanta’s transformation closely aligns with national policy priorities. The company has expanded aggressively into critical minerals, securing a total of 11 mining blocks under India’s Critical Minerals Mission. These assets span nickel, chromium, cobalt, vanadium, potash, and manganese. Importantly, these materials play a vital role in electric mobility, renewable energy infrastructure, and advanced manufacturing. As a result, Vedanta is positioning itself as a key domestic supplier in supply chains that are strategically important for India’s long-term energy transition goals.
Meanwhile, this strategic pivot coincides with strong underlying business performance. During the second quarter and first half of FY26, Vedanta reported record revenue and EBITDA. Notably, robust production across aluminium, zinc, power, and iron and steel operations supported these results. Furthermore, disciplined cost management and operational efficiencies strengthened margins across key segments.
Equally important, the company’s balance sheet has continued to improve. Net debt-to-EBITDA has declined further, while domestic rating agencies have reaffirmed Vedanta’s AA credit rating. Because of this stronger financial position, the company has maintained its commitment to rewarding shareholders through interim dividends. Consequently, income-focused investors have also found the stock attractive, adding to sustained buying interest.
From an analyst perspective, several factors explain the continued rally. On one hand, structural simplification through the demerger promises better valuation discovery. On the other hand, exposure to energy transition metals offers long-term growth optionality. Additionally, consistent shareholder returns provide downside support. Taken together, these elements have created a compelling investment narrative.
In conclusion, as global markets remain volatile and commodity cycles stay uncertain. Vedanta’s strategy appears to be resonating strongly with investors. By aligning corporate restructuring with policy-driven opportunities in critical minerals, the company has strengthened confidence in its long-term vision. Accordingly, Vedanta Share Price Gains for 10th Straight Session signal that the market increasingly believes in Vedanta 2.0. Its goal of creating focused, future-ready companies at the intersection of resources, energy transition, and industrial growth.
