In today’s carbon-emitting world, the world is shifting its focus to greener solutions, with the logistics sector playing a key role in this transition. To minimise carbon emissions in the logistics industry, electric vehicles (EVs) are considered the most effective, as they are the cleaner, greener, and more efficient modes of transport. Today, EVs are becoming a reality on the roads; however, for this change to happen, there’s one thing every EV needs in huge amounts- Metals and Critical Minerals. From aluminium and copper to nickel and zinc, these metals are the backbone of EV batteries, and without them, EV growth would not be possible.

And this is where legendary companies like Vedanta Limited, one of India’s biggest natural resources companies, step in. The company has invested more than INR 12,500 crore to scale up production capacity across aluminium, zinc, ferrochrome and steel. These strategic moves, ahead of the proposed Vedanta stock split, will help the company in powering India’s clean mobility revolution.

Significance of Metals for EVs

Think about it – an electric car has far more wiring than a normal petrol or diesel car. It needs high-quality copper for electricity flow, aluminium for a light but strong body, nickel for durable batteries, and zinc for safety and corrosion resistance.

• Aluminium: Makes vehicles lighter and more efficient.
• Copper: Powers the wiring, charging systems, and motors.
• Nickel: Improves battery storage and lifespan.
• Zinc: Adds strength and plays a role in newer battery technologies.
• Ferrochrome & Steel: Provide durability for EV frames and critical components.

This is why Vedanta’s demerger matters. With its expertise in several metals and critical minerals, the company is becoming a key supporter of India’s EV journey. By creating separate pure-play businesses, Vedanta will ensure sharper focus, better efficiency, and stronger sector-specific growth. Most importantly, the demerger will allow its EV metals business to expand faster, without being slowed by unrelated divisions.

Vedanta’s ₹12,500 Crore Investment

Vedanta Investment, worth INR 12,500 crores, boosts its capacity for metals used in EVs. The mining company focuses on producing critical minerals essential for EV manufacturing, including aluminium, zinc, copper, nickel, steel, and ferrochrome. The investments include capacity expansion across aluminium smelters, increasing aluminium value-added products, setting up zinc alloy plants, roaster setup for zinc production, and ferrochrome capacity augmentation.

Vedanta’s strategic expansion plans and creation of sector-focused entities by the Vedanta stock split will not only reduce India’s dependency on imports for EV materials but will also keep costs stable and ensure a constant supply for local manufacturers. Vedanta is the largest producer of Zinc and Silver in India and the sole producer of Nickel. Vedanta will split into multiple independent companies after the Vedanta stock split, with each company focusing on a specific sector like aluminium, oil & gas, power, and steel.

Most importantly, Vedanta demerger will result in the creation of future-focused industries like EV metals, without being slowed down by its other businesses.

Vedanta Aluminium – The Producer of 1st Low-Carbon Green Aluminium

Vedanta has introduced India’s first low-carbon ‘green’ aluminium products, branded Restora (low carbon aluminium) and Restora Ultra (ultra-low-carbon aluminium), helping automotive manufacturers to minimise their carbon footprint significantly. According to the research, every kilogram of aluminium used in a car can reduce the overall weight by 1 kg, with 100 kg weight savings potentially increasing an EV’s range by 10-15%.

Zinc and Ferrochrome – Supporting Durability and Efficiency

Vedanta also operates one of the world’s largest zinc facilities. With special high-grade zinc and low-carbon ‘green’ zinc (EcoZen), the company provides critical materials for galvanisation and die-casting alloys, which enhance EV durability and safety.

Vedanta- The Leading Supplier of Nickel and Copper for Battery Systems

As India’s sole primary nickel producer, Vedanta Ltd. supplies critical materials for EV battery systems and structural components. In FY25, almost 80% of the company’s nickel metal production was sold domestically. Besides, it also produces nickel sulphate, an important ingredient for nickel-rich battery cathodes, holding 40% of India’s domestic nickel sulphate market while exporting to global EV battery manufacturers.

The company’s copper operations back the EV industry’s surging demand. Unlike conventional vehicles, electric vehicles require more copper for batteries, motors, inverters, wiring, and charging systems.

Final Thoughts

The world today is transitioning to green logistics solutions, where electric vehicles are the biggest change India’s automobile industry has ever seen. But without the constant supply of metals, this change would be incomplete. Vedanta’s bold INR 12,500 crore investment ensures India has the resources to keep moving forward.

With the Vedanta stock split to happen soon, the company is creating more jobs, fostering innovation, and strengthening the nation’s sustainability goals.