Vedanta Limited · NSE:VEDL
Vedanta — Investor Presentation (August 2024)
13 slides from Vedanta's investor presentation, Aug 30, 2024
Slide 1: Investor Presentation
Investor Presentation August 2024 Sensitivity: Internal (C3)
Slide 2: Cautionary statement and disclaimer
Cautionary statement and disclaimer The views expressed here may contain information derived from publicly available sources that have not been independently verified. No representation or warranty is made as to the accuracy, completeness, reasonableness or reliability of this information. Any forwa
Slide 3: Executive Summary
Executive Summary 01 Vedanta, a Global Champion of Critical Minerals, focussed on High Growth India Market 02 Diversified Natural Resources Company with 15+ commodities; structurally placed as lowest cost producer globally with irreplaceable assets 03 ESG leadership Recognized as the Global leader in
Slide 4: Empowering India's Growth with focus on Critical Minerals
Empowering India's Growth with focus on Critical Minerals, delivering sustainable returns for all stakeholders Revenue1 Group EBITDA1 Group Net Debt1 FY 25e $22 bn $ 6 - 7 bn <$11 bn Medium Term Vision $50 bn $18 bn Zero Committed Net Zero Carbon Contribution to Nation Consistent Shareholding Asset
Slide 5: Transforming for Good
Transforming for Good Topped the charts in S&P Global Corporate Sustainability Assessment (CSA) 2023 RANKED 1ST RANKED 3RD RANKED 1ST Hindustan Zinc Limited Vedanta Limited Vedanta Aluminium among 238 companies in Metal and among 238 companies in Metal and in Aluminium Sector peer group Mining Indus
Slide 6: Unparalleled and irreplaceable asset base with substitution cost > $50 billion
Unparalleled and irreplaceable asset base with substitution cost > $50 billion, 25+ years of R&R and 1st decile cost position Zinc – Lead - Silver Aluminium Long-life assets with exploration upside India’s sole producer and amongst India’s largest producer of the largest in the world aluminium 25+ Y
Slide 7: Vedanta's world class, lowest cost assets with growth projects to deliver
Vedanta’s world class, lowest cost assets with growth projects to deliver $ 10+ bn annual EBITDA and $5 bn Free Cashflow Aluminium Zinc India Oil and Gas Iron & Steel Others Zinc Vol. 1.2 MTPA Iron Ore 30 MTPA Volume 3.1 MTPA Volume 150 kboepd ZI $ 0.3 bn Silver Vol. 800 tonnes Vol. EBITDA LME 2700
Slide 8: Best in class Net Debt to EBITDA – Continued deleveraging
Best in class Net Debt to EBITDA– Continued deleveraging, healthy cashflow generation and fresh capital raise Vedanta Limited Vedanta Resources Q1FY24 Current Near Term FY20 Current FY25e Near Term Group1 Net VEDL ND/EBITDA > 1.9x > 1.5x > <1x Debt/EBITDA > 3.3x > 2.2x > 1.8x > 1x Current Leverage R
Slide 9: Demerger: Creating industry-leading, focused entities
Demerger: Creating industry-leading, focused entities with pure-play investment opportunities Demerger will create pure- Creating world-class, sector Post Demerger, Shareholders play companies – unlocking leading companies to drive To Receive Shares In 5 New significant value for all our next phase
Slide 10: Vedanta Inc (Parent co) – A bouquet of world class diversified assets
Vedanta Inc (Parent co) – A bouquet of world class diversified assets Vedanta Inc (Parent Co) Vedanta India Sterlite Power Serentica Konkola Copper Sterlite 56.38% Mines Technologies 71.37% 79.4% 42.95% Power Products/ One of the world’s largest Renewable Energy high-grade Copper Transmission Techno
Slide 11: Vedanta's Growth engine – Powered by proven leadership team
Vedanta’s Growth engine – Powered by proven leadership team Our CEOs Our Functional Heads Arun Misra Navin Jaju Ajay Goel Ritu Jhingon Executive Director CEO- Iron Ore Chief Financial Officer Director - Group Comm & 35+ years of experience of 18+ years of experience across 24+years of rich leadershi
Slide 12: Redefining Tomorrow with our Bold actions
Conclusion Redefining Tomorrow with our Bold actions 1 Delivery 2 Deleveraging 3 Demerger Deleveraged VRL by 4.5 bn in the last 2 years. Application filed with NCLT Near term EBITDA of 10 $bn Moving towards Group Extraordinary value ND/EBITDA of 1x. creation 12 Sensitivity: Internal (C3)
Slide 13: Thank you
VEDANTA Thank you Sensitivity: Internal (C3)