Vedanta Limited (VEDL) shares surged today, Thursday, December 18, 2025, reaching a new 52-week high of ₹583 on the National Stock Exchange (NSE). The stock is currently trading at approximately ₹582.90, up 2.3% from its previous close, driven by a major regulatory breakthrough in the company’s restructuring plans.
The rally follows the formal approval from the National Company Law Tribunal (NCLT) for Vedanta’s ambitious plan to split into five separate, sector-specific listed entities.
The Demerger: Creating Five “Pure-Play” Entities
On December 16, 2025, the Mumbai bench of the NCLT sanctioned the scheme of arrangement that will demerge Vedanta’s diverse businesses. This move is designed to unlock value by allowing each business to operate independently with its own management and capital structure.
Upon completion, the following five companies will be listed on the stock exchanges:
- Vedanta Aluminium
- Vedanta Oil & Gas
- Vedanta Iron & Steel
- Vedanta Power
- Vedanta Limited (The parent entity, which will continue to hold Hindustan Zinc and incubate new businesses like semiconductors and display glass).
Shareholder Impact: Existing shareholders of Vedanta Limited will receive one share in each of the four new demerged entities for every share they currently hold, in addition to maintaining their existing holding in the parent company.
Analyst Sentiment and Price Targets
The NCLT approval has triggered several “Buy” ratings and upward target revisions from top brokerages:
- Kotak Institutional Equities: Upgraded the stock to ‘Buy’ with a raised target price of ₹650, citing an upside potential of 14%. They noted that buoyant commodity prices and the commissioning of new growth projects in power and aluminium put the company in a “sweet spot.”
- ICICI Direct: Maintained a ‘Buy’ rating with a target price of ₹650.
- Emkay Global: Issued a ‘Buy’ call with a target of ₹575 (which has already been surpassed today).
Key Financial Metrics (as of Dec 18, 2025)
| Metric | Value |
| Current Price | ₹582.90 |
| 52-Week High | ₹583.00 |
| 52-Week Low | ₹363.00 |
| Dividend Yield | ~8.87% |
| Market Cap | ₹2.27 Lakh Crore |
Market Outlook
Market analysts believe the demerger will reduce the “conglomerate discount” typically applied to Vedanta, allowing the market to value high-performing segments like aluminium and zinc more fairly. Additionally, the company is benefiting from a favorable macro environment, including strong commodity prices and the weakening US Dollar.
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