14 hrs ago
Vedanta Group Stocks: Experts Favor Aluminium and Hindustan Zinc
Several companies in the Vedanta Group reported how much metal they produced in the July-to-September 2026 quarter.
Vedanta Aluminium and Metal set a quarterly production record.
Hindustan Zinc also reported record operating results, with more mined and refined metal than a year earlier.
Vedanta Iron and Steel made more steel, but its saleable ore production fell.
One analyst said aluminium looked like the group’s strongest growth choice.
Another expert said Hindustan Zinc’s share price looked well placed for a possible purchase.
Experts also gave price levels that they said investors could watch.
These are expert opinions, not guaranteed outcomes.
Vedanta Aluminium and Metal reported record Q2FY27 production of 649 KT, with gains in alumina and value-added products.
Hindustan Zinc reported mined metal production up 5% year over year to 271 KT and refined metal up 7% to 264 KT.
Vedanta Iron and Steel’s saleable ore production fell 13% year over year, partly reflecting a 49% drop in Karnataka iron ore production.
An SMC Global Securities analyst favored Vedanta Aluminium and Metal, while a KC Securities expert said Hindustan Zinc was at an attractive technical entry point.
Technical levels cited by the KC Securities expert included a ₹648 target and ₹548 stop-loss for Hindustan Zinc, and a ₹460 target and ₹383 stop-loss for Vedanta Aluminium and Metal.
- Who
- Vedanta Limited, Vedanta Aluminium and Metal Ltd, Vedanta Iron and Steel Ltd, and Hindustan Zinc Ltd, with comments from market analysts.
- What
- The companies reported Q2FY27 operating updates, and experts discussed which group stock may be attractive.
- Where
- The companies' operations include locations in India and abroad; the article specifically mentions Karnataka, Goa, Silvassa, Fujairah, and Gamsberg.
- When
- The quarter was July to September 2026; the article discusses the Q2FY27 update.
- Why
- The article compares production performance and expert views to assess potential investment choices.
Growth-focused recommendation
Technical-entry recommendation
Which stock looks most attractive
Growth-focused recommendation
Seema Srivastava of SMC Global Securities called Vedanta Aluminium and Metal the strongest growth pick and suggested investors consider its shares.
Technical-entry recommendation
Mahesh M Ojha of KC Securities said all the group stocks looked positive technically, but identified Hindustan Zinc as being at an ideal entry position.
Key facts
- Reporting period
- Q2FY27, July to September 2026
- Vedanta Aluminium and Metal production
- Record quarterly production of 649 KT
- Hindustan Zinc mined metal
- 271 KT, up 5% year over year
- Hindustan Zinc refined metal
- 264 KT, up 7% year over year
- Vedanta Iron and Steel saleable ore
- Down 13% year over year; Karnataka iron ore production fell 49%
- SMC Global Securities view
- Seema Srivastava favored Vedanta Aluminium and Metal
- KC Securities technical view
- Mahesh M Ojha cited ₹648 as a Hindustan Zinc target and ₹548 as its stop-loss
Quotes
Seema Srivastava
Senior Research Analyst at SMC Global Securities
“Vedanta Aluminium emerges as the strongest growth pick across the group. The business delivered record quarterly production of 649 KT, supported by a 37% year-over-year surge in alumina to 895 KT and a 31% expansion in value-added products (VAP) to 432 KT. Crucially, securing the Consent to Operate for the Sijimali Bauxite Block and commissioning the second zone of BALCO’s 525 kA smelter potline structurally de-risks raw material availability and lowers unit power consumption.”
livemint.com
“These companies hold stocks in their warehouse and metal prices are expected to shoot up in the near futures due to lower production during the winter. So, these companies are expected to reap the benefits of their buffer stock in their warehouses. The robust metal production by these Vedanta Group companies hints at strong earnings even when there is a demand-supply constraint.”
livemint.com
Sources
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