On April 30, 2026, Vedanta’s share price plummeted by nearly 65%, following a strategic demerger into five separate entities. This was not a market crash but rather a significant restructuring of its business model.
The company’s stock, which was trading at around ₹773 before the demerger, now sits at approximately ₹290. Analysts noted that eligible shareholders will receive shares in the new companies at a 1:1 ratio. This means for every one stock held of Vedanta Ltd, investors will gain one new share in each of the four newly formed companies.
After the adjustment, Vedanta’s market capitalization stands at ₹1,08,141.78 crore. The new entities are expected to be listed within 4 to 8 weeks from the record date, likely around June to July 2026.
Historically, Vedanta operated as a single entity holding multiple businesses across aluminium, oil and gas, power, and steel. The decision to segment these operations aims to unlock value by allowing each business to focus on its specific market.
Analysts from ICICI Direct have projected that the combined value of all resulting entities could reach an estimated ₹820 per share. Among the newly formed companies, Vedanta Aluminium is seen as particularly attractive due to its growth potential.
Investors should keep an eye on the market value of each separated business once they are listed. As the dust settles from this demerger, it’s essential for stakeholders to evaluate their portfolios and adjust accordingly.
“Vedanta didn’t actually crash 60%. What you saw was a price adjustment after the demerger,” one analyst remarked. This statement underscores the need for clarity among investors regarding the nature of this significant share price shift.
