Vedanta Limited · NSE:VEDL
Vedanta — Merger or Acquisition (July 2026)
29 slides from Vedanta's merger presentation, Jul 30, 2026
Slide 1: Intimation under Regulations 30 and 51 - Demerger of Real Estate Business
VEDL/Sec./SE/26-27/80 July 30, 2026 BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers “Exchange Plaza” Dalal Street, Fort Bandra-Kurla Complex, Bandra (East), Mumbai – 400 001 Mumbai – 400 051 Scrip Code: 500295 Scrip Code: VEDL Scrip Code (Non-Convertible Debentures): 9
Slide 2: Annexure A
ANNEXURE A S. No. Particulars Details 1. Brief details of the division(s) to be The Demerged Undertaking (as defined in the Scheme) comprises of, inter Demerged alia, the assets, liabilities, properties and resources related to or pertaining to the conduct of, or the activities of the Real Estate Bu
Slide 3: Annexure A (continued): Rationale for demerger
engaged in the Real Estate Business and holding a diverse portfolio of real estate assets, the Resulting Company may: (i) concurrently with the Scheme, explore and, if considered appropriate, implement additional schemes of arrangement with other Vedanta group companies to acquire their real estate
Slide 4: Benefits of demerger
aligned with real estate and infrastructure development, it is proposed to consolidate the Real Estate Business of the Demerged Company under an independent, dedicated entity. Accordingly, the management of the Demerged Company is considering a carve out of the Real Estate Business of the Demerged C
Slide 5: Benefits and shareholding pattern
in line with a strategic focus on business segments under separate entities. (iv) the carve out and consolidation will enable the Resulting Company to establish a dedicated management and governance structure, leading to improved operational efficiency, capital structure, funding strategy, stronger
Slide 6: Consideration and fractional shares
Company shall not issue any fractional Resulting Company New Equity Share (“Fractional Shares”) to such shareholder but shall consolidate such Fractional Shares and round up the aggregate of such Fractional Shares to the next whole number (“Consolidated Fractional Shares”), and issue and allot the C
Slide 7: Benefit to promoters and impact on debt securities
7. Details of benefit, if any, to the The Scheme will not result in any additional / special benefits to the promoter/promoter companies from promoter / promoter group/ group companies. The issuance of shares of restructuring the Resulting Company to the shareholders of the Demerged Company shall be
Slide 8: Vedanta Announces Demerger of Surplus Real Estate Assets to Unlock Value
Vedanta Announces Demerger of Surplus Real Estate Assets to Unlock Value Mumbai, July 30, 2026: Vedanta Limited, India's largest diversified natural resources company with a significant global footprint and an operating history spanning more than three decades, has announced to demerge its surplus r
Slide 9: About Vedanta Limited
About Vedanta Limited: Vedanta Limited (NSE: VEDL; BSE: 500295) is a leading global producer of metals, critical minerals and technology, that powers the industries of today and incubating the industries of tomorrow. The Company has a strong track record of identifying opportunities in sunrise secto
Slide 10: Reorganization Announcement
Reorganization Announcement Reorganization Announcement VEDANTA LIMITED July 2026 TRANSFORMING TOGETHER Inclusive. Responsible. Value-accretive delivery
Slide 11: Cautionary Statement and Disclaimer
Cautionary Statement and Disclaimer Cautionary Statement and Disclaimer 01 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 rel
Slide 12: Creating value through focused business model
“Creating value through focused business model” “Creating value through focused business model”
Slide 13: Vedanta Demerger: Unlocking Shareholder Value Through Business Separation
Vedanta Demerger | Unlocking ~300% Shareholder Value Through Business Separation Vedanta transformed from a diversified conglomerate into 5 independent listed companies, enabling investors to value each business separately Every 1 equity share held in Vedanta Limited, shareholders received: How this
Slide 14: Vedanta Has Delivered Consistent Shareholder Returns
Vedanta Has Delivered Consistent Shareholder Returns Dividend $mn Delivered ~300% Total 1058 1,223 1,002 205 504 2,246 4,700 1,312 1,955 1,400 Shareholder Return (TSR) in ൠ crore 37,730 last 5 years 16,727 17,010 13,295 10,966 7,099 7,880 7,005 Dividend payout of ~$19 Bn 1,450 3,531 ~ ൠ cr. over las
Slide 15: Strategic Evolution of Real Estate
Strategic Evolution of Real Estate India’s Real Estate Becomes a New-Age Infrastructure Powerhouse Catalysts Powering India’s Real Estate Future Real estate market projected to expand with estimated CAGR of ~14% RE Market expected to grow ~15× and contribute 16% of GDP growth FY 2025 FY 2047 Indian
Slide 16: Background – Real Estate Platform
Background – Real Estate Platform Background – Real Estate Platform Overview Current Structure • Over the years, Vedanta and its group companies have accumulated substantial real estate portfolio comprising non- Vedanta core, and strategically located land parcels, built-up assets and Promoters inve
Slide 17: Overview of Real Estate Portfolio
Overview of Real Estate Portfolio Total 22 assets across India, together account for ~2,264 acres of land (14 land parcels) and ~53,185 sq. ft. of residential and office space (8 units) Overview of Real Estate Portfolio 1 Total 22 assets across India, together account for ~2,264 acres of land (14 la
Slide 18: Rationale for the Proposed Restructuring
Rationale for the Proposed Restructuring Rationale for the Proposed Restructuring 1 Demerger / consolidation to create a larger and more diversified real estate portfolio Enables focused management oversight, access to real estate sector expertise and facilitates participation of investors, 2 strate
Slide 19: Key Objectives and Focus Areas
Key Objectives and Focus Areas Key Objectives and Focus Areas Optimize Build a Scalable Accelerate Drive Capital Unlock Value STRATEGIC Real Estate Growth Operational from Real Allocation & OBJECTIVES Platform Through Excellence & Financial Estate Assets Partnerships Execution Returns o Develop real
Slide 20: End Use of Real Estate Portfolio: Streamlined Pure-Play Real Estate Platform
End Use of Real Estate Portfolio I Streamlined Pure-Play "Real Estate Platform” End Use of Real Estate Portfolio I Streamlined Pure-Play "Real Estate Platform” Shareholders Shareholders Shareholders Shareholders Shareholders Vedanta Vedanta VPPL In VPPL, a diversified portfolio of industrial, reside
Slide 21: Unlocking Significant Value Through a Pure-Play Real Estate Entity
Unlocking Significant Value Through a Pure-Play Real Estate (RE) Entity Guiding your journey from discovering value creation opportunities to implementing strategies to unlock the values… Vedanta Limited Potential value creation opportunity in future INR 30,000 Cr+ (VEDL) [Probable end use opportuni
Slide 22: A Few Relevant Precedents
A Few Relevant Precedents A Few Relevant Precedents • BEML Land Assets Limited (BLAL) was incorporated in 2021 following the demerger of non-core land assets from BEML Limited and listed in 2023, creating a dedicated land-holding company to facilitate strategic disinvestment and value unlocking. • R
Slide 23: From Today to Tomorrow: The Evolution of Real Estate Management
From Today to Tomorrow: The Evolution of Real Estate Management Today Tomorrow Asset Profiling: Real estate assets lying within group Strategic Asset Monetization: Prioritized assets monetized 1 systematically identified, profiled, and segmented to protect existing 1 through development, leasing, jo
Slide 24: How is Vedanta going to achieve this?
How is Vedanta going to achieve this? How is Vedanta going to achieve this? Vedanta holds a portfolio of strategic land and development assets across locations in India 01 • Significant embedded asset value • Industrial, residential, commercial and mixed-use opportunities • Tap India’s growing urban
Slide 25: Transaction Structure, Mechanics and Key Aspects
Transaction Structure, Mechanics and Key Aspects Transaction Structure, Mechanics and Key Aspects Transaction Structure Key Mechanics 1. VEDL has incorporated a wholly owned subsidiary - VPPL which is identified as a resulting company for the purpose of VEDL restructuring Promoters Public & Others I
Slide 26: What will shareholders receive?
What will shareholders receive? What will shareholders receive? Shareholders to receive shares in VPPL (which will be listed on NSE / BSE): 1 2 Vedanta Limited Vedanta Property Platforms Limited (VPPL)* • Hindustan Zinc Limited • Industrial space • Copper Business • Agricultural space • Semiconducto
Slide 27: Potential Transactions
Potential Transactions Potential Transactions • Contribution and consolidation of real estate business from other group companies would significantly enhance the ability of VPPL to carry on the business in a more effective and efficient manner in line with its business objectives. Potential piecemea
Slide 28: Indicative Timetable for Implementation
Indicative Timetable for Implementation Indicative Timetable for Implementation FY26-27 FY27-28 July August September October November December January February March April May June July August September Board Approval – Scheme of Arrangement Submission of Scheme with stock exchanges Conducting memb
Slide 29: Thank you
Thank you Thank you Sensitivity: Internal (C3)