Vedanta’s share price dropped nearly 65% following a strategic demerger on April 30, 2026, resulting in significant restructuring of its business model. The company is splitting into five separate entities, which are expected to enhance value through better business segmentation.
The demerger ratio stands at 1:5, meaning eligible shareholders will receive one new share for each existing Vedanta Ltd share they hold. Before the demerger, Vedanta’s share price was approximately ₹773, but it plummeted to around ₹290 post-demerger.
After the adjustment, Vedanta’s market capitalization fell to ₹1,08,141.78 crore. The 52-week high for Vedanta was ₹794.90, while the new low stands at ₹271.50. Analysts note that this decline reflects a necessary market adjustment rather than a market crash.
Investors are encouraged to track the combined value of Vedanta Ltd along with the new entities once they are listed. The anticipated listing date for these companies is projected between June and July 2026.
According to analysts at ICICI Direct, the revised sum of the parts (SoTP) valuation for all resulting entities combined is estimated at ₹820 per share. Among the newly formed companies, Vedanta Aluminium is viewed as particularly attractive.
A spokesperson stated, “Vedanta didn’t actually crash 60%. What you saw was a price adjustment after the demerger.” This perspective underscores that the drop in share price aligns more with restructuring than overall market instability.
The demerger aims to unlock value by separating various business segments such as aluminium, oil and gas, power, and steel. Investors should monitor how each separated business performs after their respective listings.
Overall, this strategic move marks a pivotal moment for Vedanta as it seeks to streamline operations and enhance shareholder value through focused management of distinct business units.
