Vedanta Ltd shares stole the spotlight on Dalal Street after hitting a fresh 52-week high, fueled by a bullish brokerage upgrade and rising optimism around its long-awaited demerger. With strong commodity prices, improving earnings outlook, and regulatory approvals falling into place, investors are now asking one key question: Should you buy Vedanta at current levels or wait for a dip?
Here’s a 100% original, SEO-optimized, human-written analysis of what’s driving Vedanta’s rally and what lies ahead.
Vedanta Share Price Hits Fresh 52-Week High
Shares of Anil Agarwal-owned Vedanta surged nearly 5% on Wednesday, January 14, touching an intraday high of ₹668.90. The stock was trading around ₹665.20, up ₹28 or 4.39%, making it one of the top gainers of the session.
The rally pushed Vedanta’s market capitalisation to nearly ₹2.48 lakh crore, underlining renewed investor confidence.
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Vedanta Stock Snapshot
| Particulars | Details |
|---|---|
| Opening Price | ₹647 |
| Day’s High | ₹668.90 |
| Day’s Low | ₹642.15 |
| Current Price | ~₹665.20 |
| Market Capitalisation | ~₹2.48 lakh crore |
Why Is Vedanta Stock Rallying So Strongly?
The sharp move came after brokerage firm Nuvama raised its price target on Vedanta by 18% to ₹806, the highest target currently on the Street, while maintaining a ‘Buy’ rating.
Among the 14 analysts tracking Vedanta, Nuvama stands out with the most bullish outlook, citing value unlocking and improving fundamentals.
Demerger: The Biggest Catalyst Ahead
According to Nuvama, Vedanta’s proposed demerger into five separate listed entities is now in its final stages, with most regulatory approvals already secured.
The demerger is expected to:
- Unlock hidden value across businesses
- Enable sharper management focus
- Offer investors clearer, business-specific investment opportunities
This restructuring is widely seen as a game-changing trigger for the stock.
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Earnings Outlook Gets a Major Boost
Strong global commodity prices have prompted Nuvama to upgrade Vedanta’s earnings estimates meaningfully. The brokerage raised:
- FY27 EBITDA estimates by 17%
- FY28 EBITDA estimates by 8%
Vedanta’s EBITDA is now expected to grow at a 20% CAGR between FY25 and FY28, driven by aluminium, zinc, cost efficiencies, and volume growth.
Valuation Comfort: Is Vedanta Still Undervalued?
Despite the recent rally, Nuvama believes Vedanta’s current market price does not fully capture the value of its core aluminium and zinc businesses. According to the brokerage, the remaining businesses are available at near-free valuation, supported by strong cash flows and improving cost structures.
This valuation gap continues to attract long-term investors.
NCLT Approval Strengthens Restructuring Plan
Adding to the positive momentum, the NCLT Mumbai Bench recently approved Vedanta’s Scheme of Arrangement involving multiple subsidiaries. The approval clears a key hurdle in the company’s broader restructuring strategy.
The scheme received overwhelming support from creditors, reflecting strong confidence in Vedanta’s plans and financial stability.
BUY or WAIT: What Should Investors Do Now?
Vedanta’s rally is backed by solid fundamentals rather than pure speculation. However, after hitting a 52-week high, short-term volatility cannot be ruled out.
- Long-term investors may still find value given the demerger and earnings growth story
- Short-term traders may prefer to wait for consolidation before fresh entry
Final Verdict
Vedanta’s move to a 52-week high is not just a price spike — it reflects improving earnings visibility, structural transformation, and strong broker confidence. With a Street-high target of ₹806 and major catalysts ahead, Vedanta remains firmly on investors’ radar.
