Vedanta's Q1 FY26 Production: Record Alumina, Zinc Jumps (VEDL at ₹441.3)

Published: Jul 10, 2025 01:40

Hey there, finance enthusiasts! 👋 Vedanta Limited (VEDL), a major player in the diversified natural resources sector, recently released its production figures for the first quarter ended June 30, 2025. With its stock last trading at ₹441.3, let’s dive into what these numbers reveal about the company’s operational performance.

The report highlights several impressive achievements, particularly in Aluminium and Zinc, showcasing Vedanta’s robust operational efficiency and strategic ramp-ups across its various segments.

Aluminium: A New Production Peak! 📈

Vedanta’s Lanjigarh refinery truly shone, achieving record quarterly Alumina production of 587 thousand tonnes (kt). That’s a fantastic 36% jump quarter-on-quarter (QoQ) and a 9% increase year-on-year (YoY)! This surge is attributed to an improved raw material supply chain. Overall, Aluminium production saw a modest 1% increase YoY.

Here’s a quick look at the Aluminium numbers:

Particulars (In ‘000 tonnes, or as stated) FY26 1Q FY25 1Q % Change FY25 4Q % Change
Alumina- Lanjigarh 587 539 9% 431 36%
Total Aluminium Production 605 596 1% 604 0%
Jharsuguda 460 450 2% 457 1%
BALCO 144 146 (1%) 147 (2%)

Zinc: Strength in India, Explosive Growth Internationally!

Zinc India recorded its highest ever first-quarter mined metal production at 265 kt, a 1% increase YoY. While refined metal production was slightly lower QoQ due to regular maintenance activities, the overall picture remains strong.

Here’s how Zinc India performed:

Particulars (In ‘000 tonnes, or as stated’) FY26 1Q FY25 1Q % Change FY25 4Q % Change
Mined Metal 265 263 1% 310 (15%)
Saleable Metal 250 262 (5%) 270 (7%)
Refined Zinc¹ 202 211 (4%) 214 (6%)
Refined Lead 48 51 (6%) 56 (14%)
Silver (in tonnes) 149 167 (11%) 177 (16%)

1. Includes 5.1kt, 3.7kt and 0.5kt of metal production from Hindustan Zinc Alloys (100% subsidiary of HZL) in 1QFY26, 4QFY25 and 1QFY25

Meanwhile, Zinc International saw its total mined metal production jump by a remarkable 50% YoY! This boost was primarily driven by the Gamsberg mine, where production surged 74% YoY and 13% QoQ, thanks to mining ramp-up and higher throughput.

Particulars (In “000 tonnes, or as stated) FY26 1Q FY25 1Q % Change FY25 4Q % Change
Total Mined Metal 57 38 50% 50 12%
Mined Metal Content - Gamsberg 46 26 74% 40 13%
Mined Metal Content – BMM¹ 11 11 (4%) 10 10%

Other Key Highlights:

Particulars (In “000 tons, or as stated) FY26 1Q FY25 1Q % Change FY25 4Q % Change
Ore Production 108 80 35% 65 66%
Ferro Chrome Production 28 28 3% 11 150%

Overall, Vedanta’s Q1 FY26 production report painted a picture of strong operational performance across key segments, with several record-breaking achievements and strategic improvements setting a positive tone for the financial year. Keep an eye on how these efforts translate into overall financial results!

For more detailed information, you can always check out Vedanta’s official website: www.vedantalimited.com

source: Corporate Announcement