Vedanta’s post-demerger map has Aluminium ramp-up and critical minerals at core

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Vedanta post-demerger advances its expansion roadmap, set to double its aluminium business capacity to 6 million tonnes in the next three and a half years. Alongside that, the company has outlined a strategic shift towards critical minerals and strategic metals such as zinc, copper, nickel, ferrochrome, positioning itself as a key player in India's resource security and energy transition ambitions.

Shared in its latest investor presentation, 'Insights by Vedanta' (May 2026), Vedanta is expecting its individual entities to attain valuations projected up to USD 100 billion. Its portfolio would consist of strategic resources like zinc, silver, copper, ferrochrome, nickel and critical minerals, as key drivers of future growth.

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Aluminium expansion remains a major growth pillar

In aluminium, Vedanta remains focused on capacity expansion. The company plans to achieve 90 per cent utilisation of its aluminium production capacity by FY2026-27 and plans to double its aluminium capacity to 6 million tonnes within the next three and a half years.

The expansion comes at a time when aluminium demand is being supported by infrastructure spending, transport electrification, renewable energy projects and lightweight manufacturing applications.

Vedanta also indicated that it plans to invest INR 350 million (USD 3.7 million) in its Oil & Gas business during FY2026-27, indicating continued investment across its broader resource portfolio.

Building a critical minerals portfolio

Vedanta’s post-demerger strategy focuses on critical minerals, in line with industry efforts to secure raw materials for clean energy technologies, advanced manufacturing and supply-chain resilience.

Its portfolio comprises:

• Hindustan Zinc, described as the world's largest integrated zinc producer
• Zinc International, targeting expansion from 300,000 tonnes per annum to 1 million tonnes by the end of the decade
• Sterlite Copper, serving around 35 per cent of India's copper market
• Nicomet, India's only nickel producer
• FACOR, providing exposure to ferrochrome and stainless steel

Vedanta also holds critical mineral blocks containing lithium, cobalt, rare earth elements (REEs), tungsten, vanadium and manganese, strengthening its portfolio for supply chains.

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Demand outlook remains favourable

While acknowledging inflationary pressures triggered by rising energy prices that might affect near-term demand scenario, Vedanta maintained that long-term fundamentals for industrial metals remain strong.

The company referred to continued investment in infrastructure, manufacturing and energy-transition projects as structural drivers that are expected to support demand for aluminium, copper, zinc and critical minerals in the upcoming years.

AI and digital transformation move up the agenda

The presentation also highlighted Vedanta's growing focus on artificial intelligence (AI) and digitalisation, unlocking new strategies.

As part of this effort, Hindustan Zinc has partnered with V-Spark DeepTech Ventures to launch "Zinnovation 2026", an initiative aimed at accelerating AI-driven innovation, automation and operational efficiency across industrial processes.

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Recent achievements

The company also highlighted a number of recent milestones. Union Minister G. Kishan Reddy recently visited Hindustan Zinc's operations, drawing attention to the increasing importance of domestic critical mineral development for India's resource security ambitions.

In addition, Vedanta received the Great Place to Work® 2026 certification, while Priya Agarwal Hebbar was recognised among India's leading value creators by Hurun India.

With aluminium capacity expansion, critical minerals development and technology-led transformation forming the backbone of its strategy, Vedanta is striving to prepare for the next phase of growth in a market increasingly shaped by resource security and the global energy transition.