Q1-FY25 · Q4 FY24
$1.9 billion growth CapEx for FY25
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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VEDL / Q4-FY26 / promises
Measure what management said.
Vedanta · A quarter-by-quarter view of forward statements and whether delivery is visible yet.
Research layer active
ConCallIQ research layer
Signal, with the source still visible.
Use the controls below to narrow the view, then follow the evidence into the next layer of context.
Management delivery ledger
Promises over time.
Q1-FY25 · Q4 FY24
Oil & Gas production guidance 120-140 KBPD
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q1-FY26 · Q4 FY25
Aluminum Production FY26
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q1-FY26 · Q4 FY25
Lanjigarh Alumina Cost Reduction
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q1-FY26 · Q4 FY25
Value-Added Products Mix in Aluminum
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q1-FY26 · Q4 FY25
Oil & Gas Production FY26
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q2-FY24 · Q1 FY24
Oil & Gas Production Exit Guidance
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q2-FY24 · Q1 FY24
Aluminum Cost Reduction
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q2-FY24 · Q1 FY24
Lanjigarh Refinery Expansion
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q2-FY24 · Q1 FY24
Gamsberg Phase 2 Expansion
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q2-FY25 · Q1 FY25
Lanjigarh Alumina Refinery Train 2 commissioning in Q3 FY25
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q2-FY25 · Q1 FY25
BALCO Smelter expansion first metal in Q4 FY25
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q2-FY25 · Q1 FY25
Interest cost reduction of INR 1,000+ crore annually
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q2-FY26 · Q1 FY26
Lanjigarh Train 2 and BALCO 435K-ton smelter commissioning in current quarter
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q2-FY26 · Q1 FY26
Hindustan Zinc 160,000-ton roaster at Debari commissioning in current quarter
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q2-FY26 · Q1 FY26
1,300 MW power capacity additions in Q2
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q2-FY26 · Q1 FY26
Demerger completion targeted September-October
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q3-FY24 · Q2 FY24
BALCO 435,000 tpa smelter commissioning by FY2025
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q3-FY24 · Q2 FY24
Lanjigarh Alumina expansion to 5 MTPA by FY2025
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q3-FY25 · Q2 FY25
FY25 Annual EBITDA: Highest-Ever Target
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q3-FY25 · Q2 FY25
Aluminum Cost Guidance: $1,625-1,725/ton
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q3-FY25 · Q2 FY25
Zinc India Cost: Lowest in 4 Years
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q3-FY26 · Q2 FY26
FY26 Annual EBITDA > $6 Billion
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q3-FY26 · Q2 FY26
Aluminum Hot Metal Cost Sub-$1,650/ton in H2
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q3-FY26 · Q2 FY26
Power Cost Below $500/ton in H2
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q3-FY26 · Q2 FY26
Growth CapEx $1.7-1.9 Billion FY26
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q4-FY24 · Q3 FY24
$1,600/ton Aluminum COP Target
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q4-FY24 · Q3 FY24
FY24 CapEx Guidance $1.5-1.6B
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q4-FY24 · Q3 FY24
ESL/Steel Divestment Q1 FY25
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q4-FY25 · Q3 FY25
FY25 Highest-Ever Yearly EBITDA
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q4-FY25 · Q3 FY25
Lanjigarh Train 2 commissioning in Q4 FY25
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q4-FY25 · Q3 FY25
Aluminium hot metal cost guidance of ~$1,800 for FY25
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q4-FY25 · Q3 FY25
Zinc India full-year cost lowest in 4 years
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
FY2026 Annual 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
Growth CapEx ~$1.7 billion for FY2026
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
Debt-to-EBITDA ~1x by FY2026 year-end
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q4-FY26 · Q3 FY26
80% captive alumina by Q1 FY2027
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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