VEDANTA
Bank of America
Global Metals, Mining and Steel Conference - 2024
Sensitivity: Internal (C3)
Vedanta Overview &
ESG
Priya Agarwal Hebbar
Chairperson - Hindustan Zinc Ltd &
Non-Executive Director,
Vedanta Limited
Sensitivity: Internal (C3)
2
India's Growth & Vedanta
India is the next global growth engine, set to become the 3rd largest economy by 2027
Globally, energy transition & IR 4.0 would be mineral intensive
India's growth boosting
demand for natural resources
Vedanta is 25 years young, aggressive on growth. Our products act as raw material to 6000+ companies in India
Vedanta is uniquely diversified, Demerger will create pure play companies - unlocking true value of all our businesses
Only 20% of the total reserves of minerals have been mined till now
Sensitivity: Internal (C3) | 3 |
Vedanta's Unique Portfolio
Sensitivity: Internal (C3) | 4 |
Our commitment to excellence - our path to leadership
Transforming Communities
Aim 1 Keeping community welfare at the core of business | Key Highlights |
decisions |
ESG
Pillars
Aim 2 Empowering over 2.5 million families with enhanced skillsets
Aim 3 Uplifting over 100 million women and children through education, nutrition, healthcare and welfare
Transforming Planet
Aim 4 Net-carbon neutrality by 2050 or sooner Aim 5 Achieving net water positivity by 2030 Aim 6 Innovations for a greener business model
Transforming Workplace
Aim 7 Prioritizing safety and health of all employees Aim 8 Promote gender parity, diversity and inclusivity
Aim 9 Adhere to global business standards of corporate governance
50+ million | 6000+ Nandghar | |
Established - Children and | ||
Lives Impacted | ||
Women care center | ||
838 MW RE RTC | 0.7x | |||
Under Construction | Water Positivity | |||
90% | 33% | |||
Women in enabling | ||||
HVLT waste utilized | ||||
functions | ||||
20% | ||||
38 transgender | ||||
Women in workforce | in workforce | |||
Aims to spend USD 5 Billion in the next decade towards decarbonization initiatives Strong team of 1600+ driving ESG transformation
CSA rankings | 3 | Vedanta Limited1 | 1 | Hindustan Zinc1 | 1 | Vedanta Aluminium2 | 5 |
Among 238 global companies | Sensitivity: InternalAmong(C3) 238 global companies | Most sustainable aluminium producer | |||||
Vedanta - India's Natural Resources Champion
Aluminium | Zinc-Lead-Silver | Oil & Gas | Iron & Steel | Power Copper | Ferro Chrome | Nickel | Electronics and Display
$17 Bn | $4.7 Bn* |
FY24 Revenue | FY24 EBITDA |
$13 Bn | $16 Bn |
Dividend over the last decade | Capex over the last decade |
1st quartile | 25+ years |
In global cost curve across key | Mine life |
segments |
At Vedanta Resources and FY24 indicates Financial Year cycle in India (April-2023 to March-2024) | 6 |
SensitivSensitivity:ty: InternalPublic(C3) | |
(C4) | |
Demerger: Tomorrow - Streamlined pure-play "Asset Owner" model
Vedanta Inc / VRL
62%
Aluminum
Largest capacity in India with captive power and an alumina refinery
Globally, 9th largest by smelting
capacity
Aluminium will continue to
house Coal and Bauxite mines
Lanjigarh Jharsuguda
Refinery Smelter
BALCO (51%)
62%
Power
One of the largest private sector power generators
TSPL (100%)
TSPL
JSG IPP
Athena Power
Meenakshi Power
62% | 62% | 62% |
Base Metals | Oil & Gas | Steel & Ferrous | ||||||||||
Diversified portfolio of | India's largest private sector | One of the largest Indian | ||||||||||
International base metal assets | crude oil producer | private sector exporter of | ||||||||||
iron ore | ||||||||||||
Tuticorin | ||||||||||||
Sesa Iron Ore | ||||||||||||
Fujairah Gold | ||||||||||||
62% | Sesa Coke | |||||||||||
Silvassa | ||||||||||||
WCL (Liberia) | ||||||||||||
VZI | Cairn | ESL Steel | ||||||||||
100% | 100% | 100% | 64.92% |
Display | Electronic Business | Stainless | HZL | |||||||||||
Manufacturer of LCD and | First Indian manufacturer of | First Indian Nickel producer | First Quartile Global Zinc | |||||||||||
Display Glass | semiconductors | producer | ||||||||||||
FACOR | ||||||||||||||
Hindustan Zinc Ltd | ||||||||||||||
Avanstrate | Vedanta Semicon | Nicomet | ||||||||||||
Business to be listed after Demerger | 077 | |
Sensitivity: Internal (C3) | ||
Aluminium
The Metal of the Future
John Slaven,
Chief Executive Officer, Vedanta Aluminium
8
)
Increasing market share in India's strongly growing market
Growth Rate of India's GDP vs Aluminium Consumption (%)
20.0 | |||||||
14.0 | 16.0 | ||||||
15.0 | |||||||
8.9 | 11.1 | ||||||
10.0 | 6.8 | 6.5 7.0 | 7.0 | 6.5 | |||
5.0 | 4.0 | 3.7 | |||||
0.0 | |||||||
-5.0 | -2.5 | ||||||
-6.6-5.3 | |||||||
-10.0 | |||||||
FY 18 | FY 19 | FY20 | FY 21 | FY 22 | FY 23 | FY24 | |
GDP Growth | Al Cons Growth | ||
Aluminium demand is expected to exceed the India GDP
growth by at least 2x
Aluminum Consumption - India (in MT)
5.0 | |||||
3.9 | 4.3 | ||||
7 | 3.6 | 3.4 | |||
Imports | |||||
Domestic | |||||
Production | |||||
19 | FY20 | FY 21 | FY 22 | FY 23 | FY24 |
Vedanta | Hindalco | Nalco | Primary Import | Dowsnstream Import | Scrap Import | |||||
Vedanta Aluminium is well placed to cater to the domestic
demand increase
Note: FY20, FY21 impacted significantly by COVID
Source: CRU
Sensitivity: Public (C4)
9
Vedanta's Compelling Competitive Advantage
Vertically integrated, irreplaceable and strategically located assets creating unrivalled competitive advantage
Located in
mineral rich province
Vertically integrated operations in compact footprint
Vedanta's | Well connected |
Competitive | by rail network |
Advantage |
Close proximity to 5 key port including dedicated berth at Vizag
~50% primary market share in India
Vedanta Aluminium Footprint
Ghogharpalli
Sensitivity: Internal (C3)
10
Attachments
- Original Link
- Original Document
- Permalink
Disclaimer
Vedanta Limited published this content on 15 May 2024 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 16 May 2024 09:29:06 UTC.