'Be hungry like Samsung': Vedanta's Anil Agarwal shares S. Korean firm's growth story as it projects $80 bn in Q3 profit
Vedanta is in focus in a quarterly results development.
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Vedanta chairman Anil Agarwal urged businesses to stay hungry for growth, citing Samsung’s evolution from trading to technology. His remarks came as Samsung projected nearly ninefold growth in Q3 operating profit to about $80 billion, driven by strong AI chip demand.
The analysis
Against that, the stock is -3.1% on the day at ₹255.70, and has returned -5.4% over three months. It sits 68% below its 52-week high, which means a good deal of bad news was already in the price. The metals & mining sector has moved -5.8% over the same period, so Vedanta is running 0.4 points ahead of its peers.
For Vedanta, the question is how much of this is already reflected in the price and how much re-rates the metals & mining peer set alongside it.
Why it matters
- Earnings versus expectations is what actually re-rates a stock; the surprise matters more than the absolute number.
Market context
- The company directly in focus is VEDL.
- Sector exposure: Metals & Mining.
In this story
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