The company's September quarter performance was supported by strong output and higher global market valuations, leading shares to settle higher on the BSE. Consolidated revenue rose 41% to 22,066 crore as alumina output recorded a sharp 37% jump to 895,000 tonnes. Meanwhile, average LME aluminium prices climbed 23% year-on-year despite recent price moderation linked to geopolitical disruptions. To protect earnings, management is leveraging captive bauxite supplies to achieve an aggressive production cost target of $1,600 per tonne by year-end.
Key points
Expanded alumina and aluminium production volumes significantly strengthened quarterly re…: Expanded alumina and aluminium production volumes significantly strengthened quarterly revenue and operating earnings.
Management expects rising captive bauxite supplies to drive production expenses down to $…: Management expects rising captive bauxite supplies to drive production expenses down to $1,600 per tonne.
Cost reduction initiatives remain vital to maintaining profitability momentum amid soften…: Cost reduction initiatives remain vital to maintaining profitability momentum amid softening global metal prices.
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The country’s largest producer of aluminium saw a 41% year-on-year jump in consolidated revenue to 22,066 crore in the September quarter, while earnings before interest, tax, depreciation and amortisation (Ebitda) surged 83% to 10,192 crore. Net profit for the quarter more than doubled year-on-year to 6,187 crore.
“If you compare our Ebitda to the previous year, about 26% of the growth in Ebitda has come from operational factors,” chief financial officer Anup Agarwal told ET in an interview. “Sequentially, even when LME prices were 10% lower, we have delivered 2% more (of Ebitda) on the operational front,” he said.
After the onset of the crisis in West Asia and consequent supply disruptions, aluminium prices surged to over $3,700 per tonne. Prices have since retreated and are expected to fall further after a key smelter in Abu Dhabi resumed operations. The company’s output of both aluminium and alumina, meanwhile, is expected to increase as it ramps up its recently expanded capacities.
In the September quarter, record production of both aluminium and alumina, along with higher aluminium prices, boosted earnings. Vedanta Aluminium…
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The paint manufacturer experienced solid top-line expansion during the July-September period, driven by operational gains across its core business segments. Despite the stronger quarterly earnings and an approved shareholder payout, negative market sentiment pushed company equity lower in subsequent trading. Investors appear cautious as the market digested the broader operational figures alongside current share price performance.
Strong quarterly sales gains across key consumer categories were overshadowed by heavy margin compression driven by a 24% surge in raw-material expenses. Geopolitical conflict in West Asia has pushed commodity costs higher, prompting price increases and marketing cuts to protect profitability. Management now faces potential volume headwinds as inflationary pressures intersect with drought-affected rural markets.