Vedanta Demerger: 4 New Entities May Attract Up To $159 Million Passive Inflows
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Vedanta’s four newly demerged entities could attract passive inflows of up to $159 million after the September 2026 Nifty reshuffle, led by Vedanta Aluminium Metal at $149 million.
Four newly demerged Vedanta entities could attract combined passive inflows of up to $159 million after NSE Indices’ September 2026 index reshuffle, according to a report.
Vedanta Aluminium Metal is expected to receive the largest share of the estimated inflows at $149 million. Vedanta Oil & Gas could attract around $4 million, while Vedanta Power and Vedanta Iron and Steel may each see inflows of about $3 million.
Among other Vedanta group companies, Sterlite Technologies could receive passive inflows of around $10 million. Vedanta, the metals and mining major, may see an outflow of about $13 million, according to the report.
Vedanta Companies Report Mixed Q1 Results
The passive flow estimates come after the newly listed Vedanta entities reported their first quarterly results following the group’s demerger.
Vedanta Aluminium Metal reported a 216% year-on-year (YoY) jump in consolidated net profit to ₹5,629 crore in the April-June quarter of FY27, compared with ₹1,781 crore a year earlier. Revenue from operations rose 46% YoY to ₹21,393 crore in Q1 FY27 from ₹14,654 crore in Q1 FY26. At 11:33 am, Vedanta Aluminium Metal share price was up 1.15% on the National Stock Exchange (NSE).
Vedanta Iron and Steel reported a consolidated net profit of ₹122 crore for the quarter ended 30 June, compared with a net loss of ₹142 crore in the year-ago period. At 11:33 am, Vedanta Iron and Steel share price was up 4.98% on the NSE.
Vedanta Oil and Gas posted a consolidated net profit of ₹945 crore, against a net loss of ₹104 crore a year earlier and ₹479 crore in the March quarter. Revenue rose about 8.5% year on year to ₹2,507 crore. At 11:33 am, Vedanta Oil and Gas share price was up 0.53% on the NSE.
Vedanta Power reported a standalone loss of ₹449 crore, compared with a profit of ₹75 crore in the year-ago quarter. Its consolidated loss stood at ₹423 crore, against a consolidated profit of ₹88 crore a year earlier.
Nifty 100, Nifty Next 50 Changes
Note that NSE Indices has announced changes to the Nifty 500, Nifty 100 and Nifty Next 50 as part of its semi-annual review. The changes will take effect from 30 September 2026, after the close of trading on 29 September.
The Nifty 100 will see five stocks exit the index:
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Indian Hotels
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Lodha Developers
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REC
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Shree Cement
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United Spirits
They will be replaced by BSE, Hitachi Energy India, Polycab India, Vedanta Aluminium Metal and Vodafone Idea. The same changes will apply to the Nifty 100 Equal Weight index. Wipro’s inclusion follows its removal from the Nifty. NSE Indices said stocks included in the reconstituted Nifty 100 but not in the Nifty 50 are included in the Nifty Next 50.
Also Read - NSE Indices Reshuffle: BSE, Polycab India Enter Nifty 100; United Spirits Exits
This article is for informational purposes only and should not be considered investment advice from Kotak Neo. For compliance T&C and disclaimers, visit www.kotakneo.com/disclaimer.
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