VEDL.NS Stock Today: January 11 NCLT Approves Talwandi Sabo Scheme for Demerger
The Vedanta demerger took a key step after NCLT approved the Talwandi Sabo Power scheme, pushing the five-way split into the execution phase. For Indian investors, this can shape returns as corporate actions move ahead. VEDL.NS closed at ₹615.65 on January 9, up 2.01 percent, near its 52-week high of ₹629.90. Brokerages have turned positive with a ₹700 target ahead of milestones. We explain the approval, share entitlement, market impact, and what to track next.
What NCLT’s Nod Means for Investors
NCLT’s approval for the Talwandi Sabo Power scheme is a key building block of the Vedanta demerger. It signals that the court process for one part of the structure is in place, helping move filings and execution forward. For investors, this reduces one layer of uncertainty and supports the recent uptrend, as news flows align with management’s planned split timeline.
The Vedanta demerger aims to separate businesses into focused listed entities. After the NCLT nod on Talwandi Sabo, the company can progress with remaining approvals, operational transfers, and statutory filings. Market focus now shifts to clarity on timelines, entity listings, and final documentation. The update adds confidence to the process, which has helped keep the stock near 52-week highs, according to recent coverage by Business Today source.
Share Entitlement and Record Date Watch
As outlined, for every one Vedanta share, shareholders are slated to receive one share in each of four new listed entities after the Vedanta demerger. This does not change your total economic interest on day one but spreads it across separate stocks. Actual value will depend on listing prices and business mix. Keep demat details updated to avoid any settlement delays.
The company will announce the record date and listing timelines after completing required steps and clearances. Near-term, watch for board updates and exchange filings. Q3 results on January 29, 2026, may include progress commentary. Brokerages flag the next milestones as potential triggers; Goodreturns recently cited a ₹700 target amid the execution phase source.
Stock Performance and Technical Levels
On January 9, VEDL closed at ₹615.65, up ₹12.15 or 2.01 percent. The day’s range was ₹609.70 to ₹624.50, with a 52-week high at ₹629.90. The stock trades above the 50-DMA at ₹547.20 and the 200-DMA at ₹469.24, showing strong trend support. The Vedanta demerger news flow appears to be aiding sentiment as price hovers near resistance zones.
RSI stands at 65.88, which is firm but below overbought. ADX at 49.03 signals a strong trend. Volatility is elevated with ATR at 14.52. Bollinger upper band sits near ₹636.54, a level to watch on breakouts. Traders may monitor ₹600 as near support and ₹630 to ₹636 as resistance while the Vedanta demerger progresses.
Valuation, Balance Sheet, and Risks
VEDL trades at a PE of 19.83 and an EV/EBITDA of about 7.82, with a price-to-book of 5.93. Dividend yield is roughly 3.77 percent based on ₹23 per share TTM. These metrics reflect improved sentiment and the Vedanta demerger optionality. Sustained earnings, commodity prices, and clarity on the split will guide whether the current premium holds.
Leverage remains a watch point: debt-to-equity is 2.57 and net debt to EBITDA is 2.18. The current ratio is 0.73 and working capital is negative, which makes liquidity management important. Investors should track refinancing updates, cash generation, and any changes in intercompany flows as entities separate under the Vedanta demerger.
Recent buy calls cite a ₹700 price target into demerger milestones and Q3. The thesis rests on value discovery across focused entities, a clearer capital structure, and supportive commodity trends. This is not investment advice. Consider risks from leverage, regulatory timing, and macro swings even as the Vedanta demerger advances.
Final Thoughts
NCLT’s approval of the Talwandi Sabo Power scheme moves the Vedanta demerger from plan to execution. For investors, the core takeaways are simple. First, the structure aims to issue one share in each of four new listed entities for every Vedanta share, enabling value discovery. Second, dates matter. Watch for the record date, listing timelines, and board filings. Third, price is near the 52-week high, with ₹600 support and ₹630 to ₹636 resistance in view. With Q3 results due on January 29, 2026, management commentary could set the next catalyst. Align decisions with risk tolerance, liquidity needs, and the evolving disclosures.
FAQs
What did the NCLT approve in Vedanta’s case?
NCLT approved the Talwandi Sabo Power scheme, a key step linked to Vedanta’s broader split plan. This supports moving the demerger into execution with filings and operational transfers. It does not complete the entire process but reduces uncertainty around one major component, which has helped sentiment as investors await dates for entitlement and listing.
How will the Vedanta demerger affect my shareholding?
For every Vedanta share you own, you are slated to receive one share in each of four new listed entities after completion. Your overall economic interest should remain intact on day one but spread across multiple stocks. Post-listing prices, business mix, and market conditions will drive the final value of each holding.
What dates should I track for the demerger?
Watch for the company’s announcement of the record date and listing timelines. Also track board updates and exchange filings around milestones. Q3 results on January 29, 2026, may include progress cues. Keep your KYC and demat details updated to ensure you receive entitlements without delays once the record date is set.
Is Vedanta stock overbought after the news?
RSI at 65.88 is firm but below the classic 70 overbought line. Price trades near resistance around ₹630 to ₹636, with ATR at 14.52 indicating higher volatility. Trend strength is high with ADX at 49.03. Use position sizing and stop-loss discipline suited to your risk, as news flow can move levels quickly.
What are the key risks to watch now?
The main risks are leverage, liquidity, and timing. Debt-to-equity is 2.57, current ratio is 0.73, and working capital is negative. Delays in approvals or market weakness could affect value discovery. Commodity price swings also matter. Monitor filings, debt updates, and management guidance as the demerger progresses.
Disclaimer:
The content shared by Meyka AI PTY LTD is solely for research and informational purposes. Meyka is not a financial advisory service, and the information provided should not be considered investment or trading advice.
