Shares of Vedanta Oil & Gas, Vedanta Iron & Steel, Vedanta Power tumble up to 8% after Q1 update; Vedanta Aluminum rose

Shares of Vedanta Oil & Gas, Vedanta Iron & Steel and Vedanta Power tumbled as much as 8% on Monday after respective Q1 updates from recently listed companies failed to impress Dalal Street bulls.

However, shares of Vedanta Aluminum Metal rose more than 1% on Monday morning. The four companies spun out of Vedanta earlier this year following the mega demerger presented their Q1 business updates after market hours on Friday.

Vedanta Oil & Gas Q1 Update

On the NSE, Vedanta Oil & Gas shares tumbled over 8% to Rs. was traded at 39.3. The company reported a 17% year-on-year (YoY) decline in gross oil and gas production for the April-June quarter of FY27, falling to 7.1 million boe from 8.5 million boe in the same quarter of the previous fiscal. Sequentially, gross output also declined by around 4% from the 7.3 million boe recorded in the fourth quarter of the previous fiscal.

Its total operating interest, meanwhile, fell 16% YoY to 4.7 million boe during the quarter under review. Its largest asset in Rajasthan reported a 15% YoY decline in average daily gross operated production to 63.1 kboepd.

Shares of Vedanta Oil & Gas rose more than 20% in a week and 11% since listing. Its market capitalization is currently Rs. 15,434 crore is over.

Also Read: Vedanta among top 5 stocks with lowest price-to-earnings ratio. Check the details

Vedanta Iron & Steel Q1 Update

Shares of Vedanta Iron & Steel traded on the NSE on Monday morning at Rs. It broke almost 5% to trade at 38.5. This comes after the company reported 4% year-on-year growth in marketable iron ore production in the first quarter of FY27. Sequentially, however, production declined by 3% in the fourth quarter of FY26, reporting 2.7 million DMT.

Vedanta Iron & Steel’s Karnataka plant saw a 46% year-on-year decline in salable iron ore production, while its Goa and Odisha plants reported a 166% and 59% increase in production, respectively. Overall steel production, meanwhile, rose 4% year-on-year to 582,000 tonnes during the quarter under review.

Shares of Vedanta Iron & Steel have risen nearly 19% in a week and 84% since the listing. The company currently has Rs. It has a market capitalization of 15,055 crores.

Vedanta Power Q1 Update

On the NSE, shares of Vedanta Power fell nearly 4.5% to Rs. was traded at 43.67. The company said power sales grew 38% YoY to 5,225 million units in Q1 FY27 from 3,784 million units in Q1 FY26. Sequentially, however, sales declined by 6% from the 5,530 million units recorded in the fourth quarter of FY26.

Power sales at Talwandi Sabo Thermal Plant and Meenakshi Energy grew by 14% and 16% respectively in Q1. However, sales at Shakti Thermal Plant and Jharsuguda Thermal Plant fell by 57% and 23% respectively compared to the previous quarter.

The company attributed the decline in power sales at the Shakti Thermal plant to reduced plant availability following a boiler incident on April 14, which significantly impacted operations during the quarter.

Shares of Vedanta Power rose more than 6% in a week and 7% since the listing.

Also Read: Shares of Vedanta Power fell 3% despite a 38% jump in Q1 sales. Should you buy, sell or hold?

Vedanta Aluminum Metal Q1 Update

Shares of Vedanta Aluminum Metal rose over 1% on the NSE to Rs. was traded at 467.85. The company reported its highest ever quarterly aluminum production at 6.32 lakh tonnes in Q1 of FY27, marking 5% YoY and 3% quarter-on-quarter (QoQ) growth. Power sales at BALCO grew 21% year-on-year to 520 million units during the quarter under review.

“Progress in BALCO expansion remains steady, increasing capacity gradually with a measured approach focusing on operational stability and efficiency. The ramp-up is on track for full capacity utilization by Q4,” the company said.

Vedanta Aluminum Metal, which was listed as the only large-cap company among the four units last month, has seen its share price rise nearly 3% in the past week. However, the stock has fallen over 6% since the listing and is currently trading at around Rs. It has a market capitalization of 1.81 lakh crores.

Also Read: Vedanta, TCS among 5 stocks with highest dividend yield. Check the details

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