Vedanta Ltd (NSE:VEDL)
₹ 449.8 3.5 (0.78%) Market Cap: 1.76 Til Enterprise Value: 2.31 Til PE Ratio: 32.40 PB Ratio: 5.43 GF Score: 87/100

Q1 2025 Vedanta Ltd Earnings Call Transcript

Aug 06, 2024 / 12:30PM GMT
Release Date Price: ₹413.9 (+0.16%)

Key Points

Positve
  • Quarterly EBITDA surged by 47% to INR10,275 crores, showcasing strong financial performance.
  • EBITDA margin increased significantly from 24% to 34%, indicating improved operational efficiency.
  • Profit after tax rose sharply by 54% year-on-year to INR5,095 crores.
  • Vedanta Ltd (BOM:500295) achieved a 20% reduction in overall costs year-on-year.
  • The company is making significant strides in sustainability, with Hindustan Zinc and Vedanta Aluminum ranking first among their global peers in sustainability assessments.
Negative
  • The national election caused delays in labor availability, impacting project timelines.
  • Approval processes for coal mining have slowed down due to changes in government, potentially delaying project execution.
  • The company faces challenges with declining production in mature oil and gas fields, requiring significant investment in infill drilling and ASP injection.
  • High alumina prices have increased production costs, affecting profitability in the short term.
  • The demerger process, while strategic, involves regulatory hurdles and uncertainties that could impact timelines.
Operator

Ladies and gentlemen, good day, and welcome to Vedanta Limited quarter-one FY24, '25 earnings conference call. (Operator Instructions)

Please note that this conference is being recorded. I now hand the conference to Mr. Prerna Halwasiya, Deputy Head Investor Relations and Company Secretary, Vedanta Limited. Over to you, ma'am.

Prerna Halwasiya
Vedanta Ltd - Compliance Officer, Company Secretary, Nodal Officer

Thank you, Yashasvi. Good evening, everyone, and welcome to our first quarter earnings call. I'm Prerna, and on behalf of the entire team of Vedanta Limited, I would like to thank you all for joining us today to discuss our financial results and business performance. The transcript and audio of this call will be made available on our website. The financial statements press release and presentations are already available on the website.

I'm delighted to introduce our esteemed Vice Chairman, Mr. Navin Agarwal. Many of you might have engaged with him in the past. He's joining today's earnings call probably after 10 years. Today, he will be

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