This has been listed and postponed again to later dates, does anyone understand how the system work? Later will only make the matter worse, it already passed the previously set de-merger deadline
No, Vedanta paid SEPCO to settle this dispute, very likely the compensation is 1245 crore over this long dispute
Demerger is going nowhere this year, the CEO has already confirmed the delay til the end of the year. And currently Government and SEBI are still against the demerger. Unless these can be solved instantly, this is not happening this year I am concerned.
The Reserve Bank of India (RBI) has referred the Vedanta Group to the Directorate of Enforcement (ED) for investigation under the Foreign Exchange Management Act (FEMA). Viceroy Research received official confirmation on September 23, 2025, following detailed submissions relating to unlawful fund expatriation, tax evasion, and regulatory evasion.
ED is investigating one this, that’s why there’s a sharp drop just now. The hype on proposed bond sale didn’t sustain and the momentum on positive zinc and copper price rally is limited.
This Group keeps teaching me new things.
This group, had taught me one lesson during Corona (delisting of Vedanta time) - Study about Management/Owners before Investing. I had earlier thought this concept was
a farce.
Now This group taught me another lesson, do not go by news and sell or do anything, let the story unfold and then take a informed decision. Although not invested, I thought when the news broke everything will collapse in one months time. On the contrary, nothing of this sort happened. Inspite of damning report on the Group, the share price did not show any downfall.
One of the reason attributed was most of the promoter stock was pledged and large Institutional Investor do not panic on such news and sell. Retail holding is comparatively smaller, I am told.
Could be - But the important take away for me is not to sell anything in panic…
Hate this group, but taught me two important lessons in investing.
This is a sample of one. We cannot take such lessons from the market.
Next time similar thing happens, perhaps it crashes.
See how adani crashed 1st time we got an unexpected news.
We don’t get fixed rules like this from market.
ofc, dont sell in panic, but that does not mean dont sell quickly which i think is what you meant as well.
1st lesson is obviously alright.
It’s honestly disappointing how the market seems disconnected from the gravity of certain reports or revelations. The Viceroy Research report, for example, did uncover some serious concerns about corporate governance and regulatory loopholes that should ideally prompt deeper scrutiny. But instead of a sharp correction, the market stayed surprisingly resilient, which can be confusing for retail investors like us who expect transparency and accountability to reflect in price action.
When promoter holdings are heavily pledged and institutions hold the bulk of the float, the reaction to negative news can be muted , not because the issues aren’t real, but because the selling pressure isn’t immediate.
Still, I think the bigger takeaway is what you said: don’t act in panic. Let the full story unfold, study the fundamentals, and make informed decisions. As retail investors, we often don’t have access to the same depth of information or influence, so staying calm and analytical is our best defense.
We all want a cleaner, more transparent market, and hopefully, reports like this push regulators and companies to raise the bar. Until then, we keep learning, stay cautious, and invest wisely.
I think we got a huge progress now, check the new report:
VRL’s and HZL’s disclosures confirm active investigations from SEBI and another regulator, understood to be the Enforcement Directorate.
In its September 30, 2025 Bond Prospectus, Vedanta Resources Limited (VRL) was forced to disclose that the Group had been subject to “Summons” from SEBI based on Viceroy’s research. VRL implied that the investigation had been concluded because “no further communication [had] been received thereafter”.
However, the disclosure required by the auditors of HZL’s Q2 FY26 accounts shows this to be untrue. It reveals that more than one regulator (understood to be the ED in addition to SEBI) were continuing their investigations into October: “subsequent to the quarter”.
This should be a super solid confirmation of active investigations from not just SEBI but also ED. I wonder when the results will come out.
Yes the trend is actually funny
. Vedanta shares so resilient!
One thing is that those US sellers are not targeting the stocks, they are targeting the parent company’s bonds, which are more relevant to the debt repayment ability and longer-term horizon compared with stock, the problem is Vedanta’s ponzi scheme and debt repayment methods are not sustainable and it may collapse. It is actually shocking to see how everyone just doesn’t care about conglomerate’s misconducts, and how regulators have been inactive. Good to see that actions are being taken. But still, as others said here, probably not trade in panic, but do trade with caution.
