Vedanta Shares Soar 44% in 3 Months: Will it Hit ₹800? Key Factors Driving the Rally

• Vedanta's shares surged 44% in three months, driven by rising metal prices, especially silver, which crossed ₹3 lakh/kg on MCX, benefiting Hindustan Zinc (HZL).
• Strong demand from EV, solar energy, and infrastructure sectors is boosting prices of zinc, lead, and aluminum, supporting Vedanta's stock.
• The planned demerger into 6 separate listed companies aims to unlock value for investors, with brokerage houses like Citi and Emkay Global optimistic about its impact.
• Anil Agarwal's $20 billion investment plan targets doubling production in oil & gas, aluminum, and zinc, alongside diversification into semiconductors and displays.
• Despite the rally, risks include a significant debt of ₹48,000 crore and potential impact from declining metal prices or delays in the demerger process.

Why It Matters: Vedanta's stock rally is fueled by metal prices, demerger plans, and major investments, but debt and commodity risks persist.