VEDL / guidance tracker

Keep management guidance in view.

Vedanta · forward-looking guidance across the available source record.

Research layer active

Guidance tracker

What management said would happen.

Hot Metal Cost Reduction to $650-700/ton

Expected over 3-4 quarters via LANJIGARH ramp-up to 5MTPA (captive alumina from 72% to 90%), CGMA bauxite mine, and Kural coal integration. Savings of $175-200/ton anticipated.

cost

CGMA Bauxite Mine Production: 1-2MT in FY27, 6-7MT in FY28

Stage 2 forest clearance received; consent to operate expected Q2 FY27. Mine to start post-monsoon with $40-50/ton alumina cost benefit vs purchased alumina.

expansion

Aluminium H2 Volume Ramp

Full year alumina production guidance of 4.0-4.1MTPA maintained. H2 will be significantly higher volume as monsoon impacts ease and LANJIGARH stabilization completes.

volume

Kural Coal Mine: 2MT in FY27, 8MT in FY28

Mining lease and mine opening permission received. Production ramp planned with 100% domestic coal target on track for cost competitiveness.

expansion