At its 60th Annual General Meeting, Vedanta Ltd. unveiled an ambitious roadmap for its next phase of growth, centred on a transformative 3D strategy of Demerger, Diversification, and Deleveraging. Chairman Anil Agarwal laid out a compelling vision to double Vedanta's size, unlock deep value for shareholders, and transform the company into a leading force in critical minerals, clean energy, and emerging technologies.
The centrepiece of this strategy is a major demerger that has already secured over 99.5 per cent shareholder and creditor approval.
Under this plan, Vedanta will split into four independent, sector-focused listed companies, each with its own growth trajectory and investor base. The goal: a sharper focus, faster growth, and clearer value creation. But Vedanta isn't stopping there.
“Each business will get a renewed focus, new investors, and a unique opportunity to achieve its full potential. Every one of these has the potential to grow into a $100 billion enterprise,” added Anil Agarwal.
With 10 critical mineral blocks under its belt, one of the largest allocations to any private player in India, the company is aggressively tapping into the country's untapped resource potential, positioning itself at the heart of India's energy transition and industrial revival. It's also laying the groundwork for two first-of-their-kind mega projects - the world's first Zinc Industrial Park and India's largest Aluminium Park. These parks are designed to supercharge MSME growth, generate jobs, and ignite what Agarwal calls a "metal revolution" in India.
Financially, Vedanta is on solid ground. In FY 2024–25, it reported revenues of INR 1,50,725 crore and an EBITDA of INR 43,541 crore, delivering a whopping 87 per cent total shareholder return, placing it among the top wealth creators in the NIFTY 100. The company's subsidiaries are also making bold moves. Cairn Oil & Gas has bagged seven new OALP blocks and is eyeing a production boost to 3 lakh barrels per day. Meanwhile, Hindustan Zinc is investing INR 12,000 crore in a new smelter complex, and Vedanta Aluminium is scaling up capacity to 31 lakh tonnes, with a greenfield smelter of 30 lakh tonnes in the pipeline.
Looking ahead, Vedanta is betting big on deep-tech innovation. With plans to incubate 1,000 startups, the company is building India's largest industrial innovation hub, focused on sustainability, energy, and advanced manufacturing, an essential step toward an Atmanirbhar Bharat. On the ESG front, Vedanta is winning global praise. Hindustan Zinc has secured the #1 global rank in the metals & mining sector, while Vedanta Aluminium stands #2 worldwide in the S&P Global Sustainability Assessment 2024. The company remains steadfast in its goal of achieving net-zero emissions by 2050.
Its social impact efforts are equally impressive. Nand Ghar, Vedanta's flagship CSR initiative, now supports 8,500+ centres across 15 states, driving child development and women's empowerment. Agarwal also spoke passionately about his vision for Vedanta University, a world-class institution modelled on global icons like Harvard, aimed at nurturing India's next generation of scientists, engineers, and leaders. Today, Vedanta stands strong with a 100,000-strong workforce, where 22 per cent are women and 28 per cent hold leadership roles. The company aims to boost this to 30 per cent by 2030, reinforcing its commitment to inclusive growth and equitable leadership.
In short, Vedanta's 3D Strategy isn't just a business plan, it's a blueprint for India's industrial future.
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