Vedanta’s demerger has unlocked four new stocks, but while aluminium is drawing the spotlight, the overlooked residual Vedanta may offer the most compelling commodity exposure.
Copper, meanwhile, stands to benefit from accelerating electrification and investments in power infrastructure, with some analysts pointing to a potential super-cycle for the metal. The copper segment turned Ebitda-positive in Q4FY26, while copper prices have rallied another 16% so far this fiscal year.
