Vedanta's Q1 FY26 Production: Record Alumina, Zinc Jumps (VEDL at ₹441.3)
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:
- FACOR (Ferro Chrome): What a comeback! Ferro Chrome production soared by a massive 150% QoQ, thanks to the restart of its second furnace and better operational performance. Ore production was also at its highest ever, up 66% QoQ. 🎉
| 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% |
- Copper India: Production for Copper Cathodes saw a significant boost, rising 119% YoY due to sustained improvements in raw material sourcing.
- Power: Total power sales increased by 11% QoQ, a positive sign for the energy segment. The Phase-1 (300 MW) of the Meenakshi power plant is now operational, contributing to the strong performance.
- Oil & Gas: Average daily gross operated production stood at 93.2 kboepd, showing a marginal dip QoQ.
- Iron Ore: Saleable ore production was up 42% YoY, primarily due to the temporary suspension of a mine in the corresponding quarter last year and the ramp-up of another. Pig Iron production also increased by 4% YoY and QoQ, thanks to improved operational efficiency.
- Steel: Finished production saw a slight decline QoQ and YoY due to maintenance activities in one of the furnaces.
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
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