Analysts predict Vedanta Ltd's improved cash flow from liability management and rising commodity prices, with Q1 EBITDA up 4%, driven by lower production costs and higher volume.

Mining conglomerate Vedanta Ltd is predicted by analysts to see less pressure on cash flows due to liability management, making it well-positioned to capitalize on rising commodity prices. Vedanta's EBITDA increased by 4% QoQ to Rs 87,600 crore in Q1, driven by lower production costs in aluminium and zinc, and higher sales volume. The company plans to complete its alumina/aluminium/international zinc expansion by FY25, providing visibility for volume growth and cost reduction in FY26. Coal mine start in FY26 will also lower aluminium production costs.