Vedanta Ltd shares traded with a bullish tone on Wednesday, February 25, 2026, gaining approximately 1.98% to reach levels around 709.20. The metal and mining giant continues to ride a wave of positive sentiment following a significant rating upgrade from BofA Securities. The brokerage shifted its stance from Neutral to Buy, nearly doubling its target price to 840 from a previous 480. This aggressive 75% increase in target value is anchored by a surging global outlook for aluminum and silver, which are central to the company’s revenue streams. Market dynamics currently favor the conglomerate as aluminum prices are forecasted to hit 3,000 USD per tonne by late 2026. This trend is driven by supply constraints and increasing production curbs. Similarly, silver is projected to maintain its strength, with price estimates hovering around 81 USD per ounce for the coming year. A standout feature for investors remains the company’s dividend profile. Analysts estimate a dividend yield exceeding 6% for FY27, positioning it as a top pick for yield-focused portfolios. This attractiveness is further bolstered by a massive 91% recovery in the stock price from its 52-week low of 362.20 recorded in April 2025. Operationally, the company is in the midst of a transformative phase. A strategic demerger is underway to split the business into five sector-specific listed entities, including dedicated units for Aluminum, Power, and Oil & Gas. This restructuring is aimed at unlocking shareholder value and providing direct exposure to specific commodity cycles. In the most recent financial results, the company reported a record-high consolidated profit of 7,807 crore, marking a 60% year-on-year increase. Quarterly revenue also hit an all-time high of 45,899 crore, supported by record production levels in the aluminum and zinc segments. Debt management remains a priority for the group. Recent fundraising plans through the issuance of non-convertible debentures are part of a routine refinancing strategy to lower borrowing costs. The current net debt to EBITDA ratio stands at a healthy 1.3x, reflecting improved financial stability. Promoter holding remains stable at approximately 56.4%, while foreign institutional investors have slightly increased their stake to over 12%. With technical momentum appearing moderately bullish, the stock is testing resistance levels near 713 and 727 as it approaches its recent all-time high of 770.