Vedanta Q1 FY26 Production Update: Alumina Hits Record 587 kt, Zinc International Output Surges 50% YoY
By Shishta Dutta | Updated at: Oct 13, 2025 05:32 PM IST
Mumbai, July 4, 2025 – Vedanta Limited (NSE: VEDL, BSE: 500295) has reported its production performance for the first quarter ended June 30, 2025 (Q1 FY26), announcing record highs across several of its key business segments, including alumina, zinc, and ferro chrome.
Key Production Highlights (Q1 FY26 vs Q1 FY25)
| Segment | Unit | Q1 FY26 | Q1 FY25 | YoY Change | QoQ Change |
|---|---|---|---|---|---|
| Alumina – Lanjigarh | ‘000 tonnes | 587 | 539 | +9% | +36% |
| Aluminium (Total) | ‘000 tonnes | 605 | 596 | +1% | 0% |
| Zinc India – Mined | ‘000 tonnes | 265 | 263 | +1% | -15% |
| Zinc Intl. – Mined | ‘000 tonnes | 57 | 38 | +50% | +12% |
| Silver | tonnes | 149 | 167 | -11% | -16% |
| Oil & Gas – Gross | kboepd | 93.2 | 112.4 | -17% | -3% |
| Iron Ore Prod. | mn tonnes | 1.8 | 1.3 | +42% | -13% |
| Pig Iron | ‘000 tonnes | 213 | 205 | +4% | +4% |
| Steel (Finished) | ‘000 tonnes | 349 | 356 | -2% | -2% |
| Ferro Chrome (FACOR) | ‘000 tonnes | 28 | 11 | – | +150% |
| Copper Cathodes | ‘000 tonnes | 44 | 20 | +119% | 0% |
| Power Sales | mn units | 4,289 | 3,868 | +11% | -10% |
Segment-Wise Performance
- Aluminium: Vedanta recorded its highest-ever quarterly alumina production at its Lanjigarh refinery, reaching 587 thousand tonnes (kt), which is a significant 36% quarter-on-quarter and 9% year-on-year increase. Total cast metal aluminium output was 605 kt, marginally up 1% year-on-year, supported by consistent operations at its Jharsuguda and BALCO facilities.
- Zinc: Zinc: India achieved its highest-ever Q1 mined metal output at 265 kt, a 1% year-on-year increase, despite a 5% year-on-year drop in refined metal production to 250 kt due to planned maintenance activities. Meanwhile, Zinc International saw a remarkable 50% year-on-year surge and a 12% quarter-on-quarter increase in output, reaching 57 kt, primarily driven by robust performance at its Gamsberg operations (up 74% YoY).
- Oil & Gas: The average gross operated production experienced a decline of 17% year-on-year, settling at 93.2 thousand barrels of oil equivalent per day (kboepd), largely due to reduced output from the Rajasthan and Ravva fields.
- Iron Ore & Pig Iron: Saleable iron ore production witnessed a substantial 42% year-on-year increase to 1.8 million tonnes, bolstered by ramp-up activities at IOG and a recovery from prior suspensions. Pig iron production also saw a healthy improvement of 4% both year-on-year and quarter-on-quarter, reaching 213 kt.
- Steel: Finished steel production registered a slight decrease of 2% year-on-year to 349 kt, attributed to maintenance shutdowns. Ductile Iron Pipe volumes also declined by 17% year-on-year, while billets and wire rod production remained stable.
- FACOR (Ferro Alloys Corporation): This segment posted record ore output of 108 kt (up 66% QoQ) and an impressive 150% quarter-on-quarter jump in Ferro Chrome production, aided by the successful recommissioning of its second furnace.
- Copper India: Copper cathode production more than doubled year-on-year to 44 kt, driven by sustained improvements in raw material sourcing.
- Power: Total power sales decreased by 10% year-on-year to 4,289 million units, though they showed an 11% sequential improvement. Notably, the Meenakshi 300 MW Phase-I project is now fully operational, reporting a Plant Load Factor (PLF) of 58%.
Management Insight
Vedanta’s management highlighted the strong operational efficiencies achieved and the successful ramp-up across critical segments such as aluminium, zinc, and ferro chrome. The company reaffirmed its strategic focus on high-value production, strict adherence to Environmental, Social, and Governance (ESG) compliance, and a commitment to operational excellence across its global operations.
Share Price Performance
As of 10:20 AM, the shares of Vedanta Limited were trading at ₹460.90, up by 0.57% or ₹2.60. It remains to be seen how the shares perform throughout the market session and at what price they close at the end.
What’s Next?
Vedanta will now focus on sustaining momentum in high-performing segments such as alumina, zinc international, and ferro chrome. The company is expected to address challenges in the oil & gas and power segments through operational adjustments and project ramp-ups. Investors will watch closely for updates on volume guidance, margin impact from input costs, and progress on new capacity additions. The upcoming Q1 earnings in late July will offer deeper insights into the financial impact of these production trends.
About Vedanta Limited
Vedanta Limited is a leading global producer of transition metals and critical minerals, with operations spanning India, South Africa, Namibia, Liberia, UAE, Saudi Arabia, Korea, Taiwan, and Japan. Its portfolio includes zinc, silver, aluminium, oil & gas, copper, iron ore, steel, power, and glass substrate businesses. The company is listed on both BSE and NSE and is committed to net-zero emissions by 2050 or earlier.
For more information, visit: www.vedantalimited.com.
REF: https://nsearchives.nseindia.com/corporate/VEDL_03072025194625_VEDLSEIntimationProductionReleaseQ1FY2026signed.pdf
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