VEDANTA / Q4-FY26 / promises

Measure what management said.

Vedanta · A quarter-by-quarter view of forward statements and whether delivery is visible yet.

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PositiveQ4-FY26 · 2026-04-30Back to quarter ↗

Management delivery ledger

Promises over time.

4 tracked

Q4-FY26 · Q3 FY26

Full-year EBITDA >$6 billion

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

missed

heuristic_v1

Q4-FY26 · Q3 FY26

April 1, 2026 effective date for demerger

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

missed

heuristic_v1

Q4-FY26 · Q3 FY26

$50-60/t hot metal cost reduction in Q1 FY27

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

missed

heuristic_v1

Q4-FY26 · Q3 FY26

Growth capex of ~$1.7 billion for FY26

Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.

missed

heuristic_v1