VEDL NSE filing

Vedanta Q3 FY26 Production Surges: Record Aluminium, Zinc, Copper Output

The RealCase readHigh impact Positive

Vedanta Limited reported record quarterly Aluminium and Alumina production for 3Q FY26. Zinc India achieved its highest ever 3Q mined metal (276 kt) and refined metal (270 kt) output. Zinc International production rose 28% YoY. Copper India posted its highest quarterly cathode output in 7 years (45 kT).

Why it matters

Record production across major commodities like Aluminium, Zinc, and Copper is a significant positive development for Vedanta Limited. These strong operational results are likely to positively influence investor sentiment and financial performance, impacting the company's market position and profitability.

The market read

The announcement highlights record-breaking production figures across multiple key segments including Aluminium, Alumina, Zinc, and Copper, indicating strong operational performance and growth. The increases in production are driven by strategic initiatives like new plant commissioning and operational efficiencies.

Vedanta Limited has announced its production results for the third quarter and nine months ended December 31, 2025. The company reported record quarterly and nine-month production for Aluminium and Alumina, driven by the commissioning of Train II at the Lanjigarh refinery and operational efficiencies at Jharsuguda.

In Zinc India, the company achieved its highest ever third-quarter mined metal production of 276 kt and refined metal production of 270 kt. This was attributed to higher ore production and debottlenecking projects at Chanderiya & Dariba, along with the ramp-up of the Debari roaster.

Zinc International also saw a significant increase in production, with total mined metal at 59 kt, a 28% year-on-year jump, primarily due to higher tons milled and improved lead grades at Gamsberg.

Oil & Gas production averaged 84.9 kboepd in the third quarter, a slight decrease compared to the previous quarter. The Cambay block's production is currently subject to the outcome of ongoing litigation.

Iron ore production increased by 3% year-on-year and 49% quarter-on-quarter, reaching 1.6 million tonnes, supported by improved operational efficiencies. Pig Iron production also rose by 6% year-on-year.

The Steel division reported a 19% quarter-on-quarter increase in saleable production, achieving its highest ever quarterly billet production of 285 KT. Ferro Chrome production at FACOR saw a 32% year-on-year increase.

Copper India recorded its highest quarterly cathode production in seven years, with 45 kT, up 1% year-on-year and 12% quarter-on-quarter, due to better raw material availability and operational efficiency.

Power sales increased by 40% year-on-year, supported by the commissioning of the Athena and Meenakshi power plants. The Meenakshi Phase-2 plant and Athena plant have commenced commercial operations, contributing to increased power generation.

Filing to action

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Vedanta Limited filed this with the NSE as a statutory disclosure, categorised under other results related. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.

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Primary source

A plain-language summary of a public exchange filing by Vedanta Limited. Read the original for the full detail.

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