VEDL.NS Stock Today: January 12 NCLT Nod Puts Demerger in Motion
The Vedanta demerger story gained fresh traction after NCLT approvals, including the Talwandi Sabo Power scheme. That puts the multi-entity split into execution and keeps VEDL.NS on traders’ radar ahead of Q3. On Friday, Vedanta share price closed at Rs 615.65, up 2.01% with a Rs 12.15 gain, near its 52-week high. A supportive backdrop in base metals and aluminium demand adds interest, while buy calls with a Rs 700 target flag upside if delivery stays on track.
NCLT Nod and What It Means
NCLT approval for the Talwandi Sabo Power scheme advances the Vedanta demerger into the execution stage, with five pure-play listings expected to surface value. Media reports confirm the court’s go-ahead and flag a potential record date announcement next. See coverage on Business Today and GoodReturns.
The company will move into operational steps for the split and then announce timelines, including a record date. The Vedanta demerger aims to create focused, listed entities across key verticals like metals, oil and gas, and power. Execution quality, debt structure, and governance will guide how fast the value unlock shows up in prices once listing details are communicated.
Stock Today: Price, Trend, and Levels
Vedanta share price ended at Rs 615.65, up 2.01% on Friday. Day low was Rs 609.70 and high was Rs 624.50; 52-week high stands at Rs 629.90. Volume was 8,336,113 vs average 11,531,439. Price sits above the 50-DMA at Rs 547.20 and 200-DMA at Rs 469.24. ADX at 49.03 signals a strong trend.
RSI at 65.88 shows firm momentum but near overbought. Bollinger upper band is Rs 636.54; middle band is Rs 592.99, a near-term support. ATR at 14.52 implies active swings. MFI at 72.30 suggests healthy buying. A close above Rs 630 could invite fresh highs, while pullbacks may test Rs 593–595 if profit-taking appears.
Demerger Timeline and Q3 Watchlist
Post NCLT approval, investors should watch for official communication on record date, share entitlement, and listing sequence. The Vedanta demerger pushes the group into a clarity phase on structure and debt allocation. Short, clear notices from exchanges and the company website will likely arrive in the coming weeks as the process advances.
Q3 results on January 29, 2026 will be key for pricing power and cash flows. Aluminium and zinc demand trends, coal costs, and power asset performance, including Talwandi Sabo Power, will matter. Brokerages citing supportive commodities and execution progress keep attention on upside, with a Rs 700 target highlighted by GoodReturns.
Valuation, Balance Sheet, and Street View
Vedanta trades at a P/E of 20.01 and P/B of 5.93, with EV/EBITDA at 7.82. Dividend yield is 3.77%. Net debt to EBITDA is 2.18 and debt to equity is 2.57. Market cap stands at Rs 2,381,649,973,719. The Vedanta demerger could spotlight standalone cash flows and reduce conglomerate discount over time.
Recent buy calls point to a Rs 700 target if Q3 delivers and execution stays steady. Main risks include leverage, commodity price swings, and any delay in the demerger process. Investors should size positions prudently, use stop-loss levels near Rs 593–595, and reassess if the price fails to hold above the 50-DMA.
Final Thoughts
NCLT approval, including the Talwandi Sabo Power scheme, moves the Vedanta demerger into execution and keeps sentiment firm. Price action near Rs 615–630 sits above key moving averages, with strong trend signals but rising momentum risk. Into Q3 on January 29, watch aluminium and zinc prices, cost controls, and any clarity on record date and listing sequence. A clean, timely split could surface value across five focused entities. Traders can track Rs 630 for a breakout and Rs 593–595 for support. Long-only investors may wait for official timelines and Q3 prints before adding.
FAQs
What did the NCLT approve for Vedanta?
The NCLT cleared parts of the restructuring, including the Talwandi Sabo Power scheme. This step moves the Vedanta demerger into execution. Investors now await details on the record date, share entitlements, and the listing sequence for the planned pure-play entities.
How is Vedanta’s share price positioned today?
Vedanta closed at Rs 615.65, up 2.01%. It traded between Rs 609.70 and Rs 624.50 and sits near the 52-week high of Rs 629.90. The stock holds above its 50-DMA and 200-DMA, with ADX at 49.03 indicating a strong trend and RSI at 65.88 showing firm momentum.
What is the near-term outlook for the Vedanta demerger?
With NCLT approval in place, the company is expected to announce execution timelines next. Watch for the record date, share allotment details, and listing order. Progress on debt allocation and governance frameworks will help determine the scale and speed of any value unlock.
What key dates should investors track now?
Track Q3 results on January 29, 2026 for operating updates and guidance. Also monitor exchange filings for the record date and listing milestones linked to the Vedanta demerger. Any delay or change in sequence may affect sentiment and short-term price action.
What risks could weigh on Vedanta in the short term?
Execution risk on the demerger, leverage levels, and commodity price swings are the main risks. A pullback below Rs 593–595 could test momentum. Any slowdown in aluminium and zinc demand or cost spikes may also limit near-term upside.
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.
