Vedanta Shares Hit Record High: Commodity Surge, De-merger Fueling Growth

• Vedanta Ltd's share price reached a record high on Wednesday, January 14, marking its biggest single-day surge since May.
• The primary driver for the stock's rally is a sharp increase in global commodity prices (silver, zinc, aluminum, copper) due to a weaker dollar, demand-supply imbalance, and geo-economic factors.
• Expectations of value unlocking from the company's de-merger into five separate listed entities and strong valuation support are also contributing factors.
• Brokerage firm Nuvama raised its target for Vedanta from ₹686 to ₹806, citing higher commodity prices, cost reductions, and volume growth.
• The de-merger process, expected to be completed by March–April 2026, is anticipated to unlock significant value, especially from the aluminum and Hindustan Zinc businesses.

Why It Matters: Vedanta's stock surged to a record high, driven by rising commodity prices and anticipated value from its de-merger.