Meet
December 2025
Presentation Flow
Introduction 1
ESG 2
Aluminium: The Metal of the Future 3
Vedanta: Competitive Edge in a Growing Market 4
Process Overview 5
Enablers 6
Key Message 7
Q&A 8
2
Core Purpose
"To create a leading global natural resource company"
Vedanta is a globally diversified natural resources company with low-cost operations. We empower our people to drive excellence and innovation to create value for our stakeholders. We demonstrate world class standards of governance, safety, sustainability and social responsibility.
OUR VALUESSafety Care
Trust
Integrity
Respect
Entrepreneurship
Innovation
Excellence
3
Our commitment & path to sustainability excellence
ASI Certified Smelters
ASI Chain of Custody
Climate
8.96% GHG reduction | In-house projects & RE
Community
+55k family empowered
ESG
Credentials
Corporate Sustainability Assessment
Vedanta Aluminium1
Achieved 2nd Rank in FY25
India's first Low Carbon Aluminium
People
19% Diversity
Waste Management
More than 100% Fly ash utilization
Energy
493 MW RE PDA signed | ~177 MW RE procured
Water
Recycled 16.79 Mn m3 | Restored 64 Water ponds
4
1. In Aluminium Peer Group
Sensitivity: Public (C4)
01 Aluminium
The Metal of the Future
Key Advantages of Aluminium
Light Weight & Efficiency
10% weight reduction → up to 7% fuel savings
Safety
Absorbs 2× impact energy vs steel
Conductivity
3.5 times more conductive than iron
Increased Lifecycle
Durable, longer life span, & environment friendly
High-growth segments propel Aluminium demand ahead of global GDP
17
1G
3
G
13
1G
87
18
21
212021
20
24
27
2030E
2025E
2020
32
22
22
27
121
7.5
12
15
105
5
10
13
102
5
10
13
India
US
Europe
RoW
Global Demand by Region (MnT) Sectoral Demand (MnT)
China
2020
2024
2025E
2030E
Transport Electrical Foil Stock Equipment Construction Others
52
44
CAGR
3.3%
Al Demand
13
11
G
11
G
8
11
5G
4.7% 5.8% 4.2% 2.G%
- 3.2%
54
3.1% GDP
7
Source: CRU
Capacity limit in China to restrict supply growth and support price strength
Smelter Capacity MnT - 2000
Smelter Capacity
MnT - 2010
Smelter Capacity MnT - 2020
Smelter Capacity MnT - 2025E
3 22 42 45
Capacity cap of 45 MnT has been reached
China CAGR (%) 14% 23% 7% 1%*
Global Capacity (MnT)
Chinese Share in capacity (%)
27 56 82 87
10% 3G% 52% 52%
8
*Between CY20 & CY25 Source: CRU
Vedanta among Global Aluminium Leaders
Hongqiao Chinalco RUSAL Xinfa Rio Tinto | 3.3 | ||||
Vedanta (Post Expansion) | |||||
SPIC* | 3.0 | ||||
EGA | 2.7 | ||||
Vedanta (Current) | 2.4 | ||||
Alcoa | 2.4 | ||||
East Hope | 2.2 | ||||
Norsk Hydro | 1.8 | ||||
Production (MTPA) - CY2024 Currently, at aggregate levels, Vedanta Aluminium is placed 8th in the world
5.9
5.1
3.7
4.1
Vedanta China
9
Rest of the World
Ex-China, placed at 4th
Post expansion to 3 MTPA, Vedanta Aluminium will rise up to 6th in the world
Ex-China, will be placed at 3rd
Sensitivity: Public (C4)
*SPIC - State Power Investment Corporation
Significant upside potential for domestic demand growth
Per capita demand for India is currently at 3.7 Kg vs World average of 12 Kgs
India is in the first stage of Nation Building
Per capita Al consumption to improve as India moves across stages
45
Average Aluminum Consumption
40
35
30
25
20
15 I
II
Capability Building
III
Expertise Building
China, 28.0
South Korea, 43
Germany, 31.0
France, 16.1
USA, 15.0
Nation Building
10
Vietnam, 4.0
India, 3.7
5
South Africa, 12.8
Brazil, 7.9
Canada, 13.0
World Average: 12 Kg
0
1000 10000 100000
11
GDP Per Capita
Sensitivity: Public (C4)
Source : BCG Analysis, Vedanta Analysis, IMF data