Top Tweets for #VOGL

about 18 hours ago

@nakulvibhor #vogl

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about 20 hours ago

@Pavan_07goyal #vogl

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about 23 hours ago

DECCAN GOLD MINES LTD - #DGML YE DEKHO 👇👇👇👇 CM CHANDRA BABU NAIDU SIR INSPECTING GOLD SMELTING PROCESS AND FINAL FINISH 99.9 % PURITY GOLD PRODUCED FROM JONNAGIRI GOLD MINES 👇👇👇Aab koi shak ya sawaal ki sona nikle ga ki nahi 😉🤣 #VEDL #VOGL #DGML #GOLD #SILVER #DECCAN #MINES #CRUDE #BRENT #OIL #GAS #MULTIBAGGER

ManariSarath's tweet photo. DECCAN GOLD MINES LTD - #DGML

YE DEKHO 👇👇👇👇 CM CHANDRA BABU NAIDU SIR INSPECTING GOLD SMELTING PROCESS AND FINAL FINISH 99.9 % PURITY GOLD PRODUCED FROM JONNAGIRI GOLD MINES 👇👇👇Aab koi shak ya sawaal ki sona nikle ga ki nahi 😉🤣

#VEDL #VOGL #DGML #GOLD #SILVER #DECCAN #MINES #CRUDE #BRENT #OIL #GAS #MULTIBAGGER

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1 day ago

#VOGL

2 days ago

Bas abb.lagta hai ab sun lenge .aaj hi..abhi hi .#nifty

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951

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420

2 days ago

#Vedanta oil and gas #vogl - TODAY'S LAST HALF AN HOUR FALL WAS DUE TO MSCI EXIT FROM DEMERGED VOGL SHARES ... ENTIRE SHAREHOLDING OF 3.3 CR SHARES WERE SOLD BETWEEN 3 TO 3:30 AS PER NSE FILING Vedanta’s removal from the MSCI Global Standard Index is a textbook example of non-fundamental, structural selling driven strictly by passive fund mandate rules rather than business performance. When a conglomerate undergoes a corporate split or demerger, index providers like MSCI review the post-split market capitalization and liquidity of the resulting entities. If the individual spun-off units no longer meet the stringent minimum size or free-float criteria required for the "Global Standard" tier, the parent company is mechanically deleted during the index rebalancing cycle. This triggers a predictable chain reaction in the markets: Algorithmic Outflows: Passive index funds and ETFs tracking the MSCI Global Standard Index are legally mandated to replicate the index exactly. They must sell the stock to match its zero-weighting, regardless of Vedanta's underlying commodity cycles, debt-reduction progress, or dividend yields. Arbitrage Opportunities: Active institutional investors and arbitrageurs often anticipate these mechanical sell-offs, liquidity events, and temporary price dislocations, separate from the company's actual intrinsic value. Index Migration: While removed from the Standard index, such companies are frequently reallocated to the MSCI Global Small Cap Index, shifting the institutional investor base from large-cap passive trackers to small-cap or value-oriented funds. #VEDL #VOGL #DGML #GOLD #SILVER #DECCAN #MINES #CRUDE #BRENT #OIL #GAS #MULTIBAGGER

ManariSarath's tweet photo. #Vedanta oil and gas #vogl -

TODAY'S LAST HALF AN HOUR FALL WAS DUE TO MSCI EXIT FROM DEMERGED VOGL SHARES ... ENTIRE SHAREHOLDING OF 3.3 CR SHARES WERE SOLD BETWEEN 3 TO 3:30 AS PER NSE FILING

Vedanta’s removal from the MSCI Global Standard Index is a textbook example of non-fundamental, structural selling driven strictly by passive fund mandate rules rather than business performance.

When a conglomerate undergoes a corporate split or demerger, index providers like MSCI review the post-split market capitalization and liquidity of the resulting entities. If the individual spun-off units no longer meet the stringent minimum size or free-float criteria required for the "Global Standard" tier, the parent company is mechanically deleted during the index rebalancing cycle.

This triggers a predictable chain reaction in the markets:
Algorithmic Outflows: Passive index funds and ETFs tracking the MSCI Global Standard Index are legally mandated to replicate the index exactly. They must sell the stock to match its zero-weighting, regardless of Vedanta's underlying commodity cycles, debt-reduction progress, or dividend yields.

Arbitrage Opportunities: Active institutional investors and arbitrageurs often anticipate these mechanical sell-offs, liquidity events, and temporary price dislocations, separate from the company's actual intrinsic value.

Index Migration: While removed from the Standard index, such companies are frequently reallocated to the MSCI Global Small Cap Index, shifting the institutional investor base from large-cap passive trackers to small-cap or value-oriented funds.

#VEDL #VOGL #DGML #GOLD #SILVER #DECCAN #MINES #CRUDE #BRENT #OIL #GAS #MULTIBAGGER

2 days ago

@Vinod79337070 Msci rebalancing in last half an hour... Approx 2.7 cr shares of VOGL sold ... Tomorrow business as usual.. this was a forced liquidation

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KSREDDY @KandraR61325

2 days ago

#VOGL #VISL #VEDPOWER 💥 Following Vedanta demerger, these new counters are actively trading. ⚡All three were in UC today but could not sustain for long time ⚡keep these stocks on your radar ⚡which one will reach 50 first. 📌 This is for educational purpose

KandraR61325's tweet photo. #VOGL #VISL #VEDPOWER

💥 Following Vedanta demerger, these new counters are actively trading.

⚡All three were in UC today but could not sustain for long time
⚡keep these stocks on your radar
⚡which one will reach 50 first.

📌 This is for educational purpose https://t.co/Qzqukvwp21

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773

2 days ago

VEDANTA OIL AND GAS #VOGL TO HOST INSTITUTIONAL INVESTOR/ ANALYSTS MEET ON 24:JUNE AT MUMBAI Hi friends, just a heads-up that Vedanta Oil and Gas Limited #Vogl has scheduled a physical Sell Side Analyst Engagement Event in Mumbai on June 24, 2026. This group meeting will cover their financial performance, strategy, and market outlook, followed by a QnA session. It’s a good opportunity to watch for any updated analyst research or target price changes following the session. A physical Sell Side Analyst Engagement Event is a corporate presentation where executive management meets face to face with Wall Street or stock market analysts to discuss the company’s financial health, strategy, and growth prospects. Top management typically the CEO, CFO, and division heads give detailed presentations on the company's financial performance, long term strategic vision, ongoing projects, and market outlook. Sell side analysts are who write the research reports and issue Buy, Sell , Hold ratings for institutional investors, they grill management on specific metrics, operational challenges, margins, and capital allocation. #VEDL #VOGL #DGML #GOLD #SILVER #DECCAN #MINES #CRUDE #BRENT #OIL #GAS #MULTIBAGGER

ManariSarath's tweet photo. VEDANTA OIL AND GAS #VOGL TO HOST INSTITUTIONAL INVESTOR/ ANALYSTS MEET ON 24:JUNE AT MUMBAI

Hi friends, just a heads-up that Vedanta Oil and Gas Limited #Vogl has scheduled a physical Sell Side Analyst Engagement Event in Mumbai on June 24, 2026.

This group meeting will cover their financial performance, strategy, and market outlook, followed by a QnA session.

It’s a good opportunity to watch for any updated analyst research or target price changes following the session.

A physical Sell Side Analyst Engagement Event is a corporate presentation where executive management meets face to face with Wall Street or stock market analysts to discuss the company’s financial health, strategy, and growth prospects.

Top management typically the CEO, CFO, and division heads give detailed presentations on the company's financial performance, long term strategic vision, ongoing projects, and market outlook.

Sell side analysts are who write the research reports and issue Buy, Sell , Hold ratings for institutional investors, they grill management on specific metrics, operational challenges, margins, and capital allocation.

#VEDL #VOGL #DGML #GOLD #SILVER #DECCAN #MINES #CRUDE #BRENT #OIL #GAS #MULTIBAGGER

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3 days ago

Vedanta oil and gas VANISHING Public share holding... 👇🏻👇🏻.#vogl .. Post demerger only 11.72 % shareholding was held with retail investors, i.e. only 45 cr shares out of 391 cr... Most of the retail investors sold post listing in panic ... Last 6 days more than 45 cr shares already been traded ... I.e. most of the retail investors have exited.... some thematic mutual funds also had to undergo forced liquidation as they could not keep an oil and gas sector stock in their portfolio. Entire supply was bought by institutions and deep pocket informed investors... Stock price of VOGL fell due to technical reasons of huge selling supply, not due to lack of fundamentals.. NOW THE REVERSAL HAS BEGUN BACKED BY INFORMED BUYING AND DRYING UP PUBLIC SHAREHOLDING Free float... LIQUIDITY SQUEEZE WILL BE MORE PROMINENT IN THE COMING DAYS .... REMEMBER 45 CR SHARES IS PEANUTS FOR A VEDANTA COMPANY TRADING IN DOUBLE DIGITS... 10% public FREE FLOAT SAAF Ho raha HAI 👇👇👇 #VEDL #VOGL #DGML #GOLD #SILVER #DECCAN #MINES #CRUDE #BRENT #OIL #GAS #MULTIBAGGER

ManariSarath's tweet photo. Vedanta oil and gas VANISHING Public share holding... 👇🏻👇🏻.#vogl

.. Post demerger only 11.72 % shareholding was held with retail investors, i.e. only 45 cr shares out of 391 cr...

Most of the retail investors sold post listing in panic ... Last 6 days more than 45 cr shares already been traded ... I.e. most of the retail investors have exited....

some thematic mutual funds also had to undergo forced liquidation as they could not keep an oil and gas sector stock in their portfolio.

Entire supply was bought by institutions and deep pocket informed investors... Stock price of VOGL fell due to technical reasons of huge selling supply, not due to lack of fundamentals..

NOW THE REVERSAL HAS BEGUN BACKED BY INFORMED BUYING AND DRYING UP PUBLIC SHAREHOLDING Free float... LIQUIDITY SQUEEZE WILL BE MORE PROMINENT IN THE COMING DAYS .... REMEMBER 45 CR SHARES IS PEANUTS FOR A VEDANTA COMPANY TRADING IN DOUBLE DIGITS... 10% public FREE FLOAT SAAF Ho raha HAI 👇👇👇

#VEDL #VOGL #DGML #GOLD #SILVER #DECCAN #MINES #CRUDE #BRENT #OIL #GAS #MULTIBAGGER

4 days ago

━━━━━━━━━━━━━━━ *Vedanta Oil & Gas (VOGL) — trading below book value of Rs 34.5- worth a serious look before Q1 Results* 🛢️ ━━━━━━━━━━━━━━━ VOGL is essentially *Cairn India re-listed* as a standalone oil & gas company after the Vedanta demerger. A few things stand out: 📊 *Trading at/below book value* Post-demerger net worth works out to approx ₹34.5/share (₹13,507 cr ÷ 391 cr shares, per the SBH & Co. net-worth certificate in the NCLT scheme order, refer page 14 para 4.10 of nclt demerger order below 👇🤫). The stock is around ₹33 — i.e. below book value of 34.5. ━━━━━━━━━━━━━━━ 💰 *Solid fundamentals* FY26 revenue approx ₹9,580 cr (over $1 bn) with EBITDA approx ₹4,350 cr (approx $0.5 bn). Management has indicated the VOGL entity is virtually debt-free post-demerger. ━━━━━━━━━━━━━━━ 📈 *Growth runway* Management has guided higher profitability this year of ~700 million$ profits before tax in investor presentation, backed by a planned approx $5 bn capex over 3–5 years aiming to scale production from approx 87k bpd towards 500k bpd. ━━━━━━━━━━━━━━━ 🏛️ *Striking value contrast* The 2010 Vedanta–Cairn deal implicitly valued Cairn India at approx $16 bn (Vedanta paid approx $9.6 bn for purchase of approx 60%). Today VOGL's *entire* market cap is just ₹12,850 cr (approx $1.5 bn) — a fraction of that. Cairn india delisting market cap was above 55K crores while merging with Vedanta in 2016-17 ━━━━━━━━━━━━━━━ 🎯 *My take:* On these numbers VOGL looks deeply undervalued, with meaningful re-rating potential as the standalone story plays out. Present selling is forced liquidation by retail investors and thematic mutual fund under compulsion to sell this demerged oil & Gas company on their portfolio. Q1 RESULTS WILL CLEAR ALL DOUBTS ON BALANCE SHEET AND PRICE WILL RALLY ━━━━━━━━━━━━━━━ _Not investment advice. Markets carry risk. Please verify the figures and consult your own adviser. #VEDL #VOGL #DGML #GOLD #SILVER #DECCAN #MINES #CRUDE #BRENT #OIL #GAS #MULTIBAGGER

$ManariSarath's tweet photo. ━━━━━━━━━━━━━━━ *Vedanta Oil & Gas (VOGL) — trading below book value of Rs 34.5- worth a serious look before Q1 Results* 🛢️ ━━━━━━━━━━━━━━━ VOGL is essentially *Cairn India re-listed* as a standalone oil & gas company after the Vedanta demerger. A few things stand out: 📊 *Trading at/below book value* Post-demerger net worth works out to approx ₹34.5/share (₹13,507 cr ÷ 391 cr shares, per the SBH & Co. net-worth certificate in the NCLT scheme order, refer page 14 para 4.10 of nclt demerger order below 👇🤫). The stock is around ₹33 — i.e. below book value of 34.5. ━━━━━━━━━━━━━━━ 💰 *Solid fundamentals* FY26 revenue approx ₹9,580 cr (over $1 bn) with EBITDA approx ₹4,350 cr (approx $0.5 bn). Management has indicated the VOGL entity is virtually debt-free post-demerger. ━━━━━━━━━━━━━━━ 📈 *Growth runway* Management has guided higher profitability this year of ~700 million$ profits before tax in investor presentation, backed by a planned approx $5 bn capex over 3–5 years aiming to scale production from approx 87k bpd towards 500k bpd. ━━━━━━━━━━━━━━━ 🏛️ *Striking value contrast* The 2010 Vedanta–Cairn deal implicitly valued Cairn India at approx $16 bn (Vedanta paid approx $9.6 bn for purchase of approx 60%). Today VOGL's *entire* market cap is just ₹12,850 cr (approx $1.5 bn) — a fraction of that. Cairn india delisting market cap was above 55K crores while merging with Vedanta in 2016-17 ━━━━━━━━━━━━━━━ 🎯 *My take:* On these numbers VOGL looks deeply undervalued, with meaningful re-rating potential as the standalone story plays out. Present selling is forced liquidation by retail investors and thematic mutual fund under compulsion to sell this demerged oil & Gas company on their portfolio. Q1 RESULTS WILL CLEAR ALL DOUBTS ON BALANCE SHEET AND PRICE WILL RALLY ━━━━━━━━━━━━━━━ _Not investment advice. Markets carry risk. Please verify the figures and consult your own adviser. #VEDL #VOGL #DGML #GOLD #SILVER #DECCAN #MINES #CRUDE #BRENT #OIL #GAS #MULTIBAGGER$

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KSREDDY @KandraR61325

3 days ago

#VOGL #VISL #VEDPOWER Vedanta Oil / Power / Iron which one will reach 50 first. All three UC today

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Sikhar Jain @SikharJ

3 days ago

#VedantaPower #VOGL #VedantaOil #VISL #Vedantairon All 3 in UC today 😎

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Sikhar Jain @SikharJ

3 days ago

#VOGL Added some more today UC 34.51 😎

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3 days ago

Vedanta oil and gas #vogl upper circuit 🔥🔥Book value of 34.5 based on net worth was as on March 2025 ... Add last years 4 Rs eps to get present book value of 38.5 .... Add FY 26-27 guided eps of 7.05 to get Book value of 44.5 .... How can a zero debt , largest private oil and gas production company trade below book value... It should trade at least 2x of forecasted book value of 44.5 ... I.e. stock price fair value is 89

4 days ago

Vedanta oil and gas #VOGL HIDDEN BOOK VALUE OF RS 34.50 PER SHARE - NCLT ORDER PAGE 14 PARA 4.10 👇👇👇 The document states that, as per the net worth certificate issued by SBH & Co. dated January 2, 2025, the net worth of MEL ( I.E. VOGL POST DEMERGER ) is projected to increase from a negative ₹178 crores to a positive ₹13,507 crores upon demerger. The per-share conversion is: ₹13,507 crore ÷ 391,03,88,057 shares (≈ 391.04 crore) = ₹34.54 per share BOOK VALUE net worth of ₹13,507 crore per the SBH & Co. certificate dated 2 January 2025 (NCLT order dated 16 December 2025, para 4.10, page 14), which across 391,03,88,057 shares works out to approximately ₹34.5 per share BOOK VALUE. IN A NUT SHELL FOR EASY UNDERSTANDING.... VEDANTA OIL AND GAS (VOGL) POST DEMERGER HAS A BOOK VALUE OF 34.5 RS PER SHARE , SHARE PRICE IS TRADING BELOW BOOK VALUE... NOW CONSIDER THE FOLLOWING - 1. MANAGEMENT HAS CLARIFIED THAT VOGL POST DEMERGER IS DEBT FREE... ZERO DEBT ON BALANCE SHEET 2. LAST FY IT HAS GENERATED REVENUE OF OVER A BILLION DOLLARS AND PROFITS BEFORE TAX OF HALF A BILLION DOLLARS 3. MANAGEMENT HAS GUIDED CLOSE TO 700 MILLION DOLLARS PROFIT BEFORE TAX FOR CURRENT FINANCIAL YEAR 4. NEXT THREE YEARS CAPEX OF FIVE BILLION DOLLARS TO INCREASE CAPACITY FROM CURRENT 87K BARRELS PER DAY TO 5 LAKH BARRELS PER DAY. 5. VOGL IS ACTUALLY RELISTING OF CAIRN ENERGY THAT WAS MERGED WITH VEDANTA IN 2017 . CAIRN ENERGY WAS TRADING AT 358 PER SHARE WITH A MARKET CAP OF 55000 CRORES. 6. CAIRN ENERGY WAS BOUGHT BY VEDANTA IN 2010 FOR 16 BILLION DOLLARS... I.E. AT TODAYS PRICE OF 1.4 LAKH CRORES ...VOGL is essentially Cairn India re-listed standalone. At PRESENT MARKET CAP OF ₹12,850 Cr it's worth roughly $1.5 billion today — against the ~$16bn that the whole of Cairn India was implicitly valued at in the 2010 Vedanta deal for acquiring CAIRN ENERGY ($9.6bn for ~60%). BOTTOM LINE IS VOGL IS AVAILABLE AT THROW AWAY PRICE ... I HAVE NO DOUBT THAT VOGL , I.E. CAIRN INDIA RELISTED WILL MULTIPLY MANY TIMES FROM HERE #VEDL #VOGL #DGML #GOLD #SILVER #DECCAN #MINES #CRUDE #BRENT #OIL #GAS #MULTIBAGGER

ManariSarath's tweet photo. Vedanta oil and gas #VOGL HIDDEN BOOK VALUE OF RS 34.50 PER SHARE - NCLT ORDER PAGE 14 PARA 4.10 👇👇👇

The document states that, as per the net worth certificate issued by SBH & Co. dated January 2, 2025, the net worth of MEL ( I.E. VOGL POST DEMERGER ) is projected to increase from a negative ₹178 crores to a positive ₹13,507 crores upon demerger.

The per-share conversion is:
₹13,507 crore ÷ 391,03,88,057 shares (≈ 391.04 crore) = ₹34.54 per share BOOK VALUE

net worth of ₹13,507 crore per the SBH & Co. certificate dated 2 January 2025 (NCLT order dated 16 December 2025, para 4.10, page 14), which across 391,03,88,057 shares works out to approximately ₹34.5 per share BOOK VALUE.

IN A NUT SHELL FOR EASY UNDERSTANDING.... VEDANTA OIL AND GAS (VOGL) POST DEMERGER HAS A BOOK VALUE OF 34.5 RS PER SHARE , SHARE PRICE IS TRADING BELOW BOOK VALUE... NOW CONSIDER THE FOLLOWING -

1. MANAGEMENT HAS CLARIFIED THAT VOGL POST DEMERGER IS DEBT FREE... ZERO DEBT ON BALANCE SHEET

2. LAST FY IT HAS GENERATED REVENUE OF OVER A BILLION DOLLARS AND PROFITS BEFORE TAX OF HALF A BILLION DOLLARS

3. MANAGEMENT HAS GUIDED CLOSE TO 700 MILLION DOLLARS PROFIT BEFORE TAX FOR CURRENT FINANCIAL YEAR

4. NEXT THREE YEARS CAPEX OF FIVE BILLION DOLLARS TO INCREASE CAPACITY FROM CURRENT 87K BARRELS PER DAY TO 5 LAKH BARRELS PER DAY.

5. VOGL IS ACTUALLY RELISTING OF CAIRN ENERGY THAT WAS MERGED WITH VEDANTA IN 2017 . CAIRN ENERGY WAS TRADING AT 358 PER SHARE WITH A MARKET CAP OF 55000 CRORES.

6. CAIRN ENERGY WAS BOUGHT BY VEDANTA IN 2010 FOR 16 BILLION DOLLARS... I.E. AT TODAYS PRICE OF 1.4 LAKH CRORES ...VOGL is essentially Cairn India re-listed standalone.

At PRESENT MARKET CAP OF ₹12,850 Cr it's worth roughly $1.5 billion today — against the ~$16bn that the whole of Cairn India was implicitly valued at in the 2010 Vedanta deal for acquiring CAIRN ENERGY ($9.6bn for ~60%).

BOTTOM LINE IS VOGL IS AVAILABLE AT THROW AWAY PRICE ... I HAVE NO DOUBT THAT VOGL , I.E. CAIRN INDIA RELISTED WILL MULTIPLY MANY TIMES FROM HERE

#VEDL #VOGL #DGML #GOLD #SILVER #DECCAN #MINES #CRUDE #BRENT #OIL #GAS #MULTIBAGGER

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3 days ago

Deccan gold mines - Jonnagiri mines Opening time fixed. CM would participate in the oening program from 11.30 am to 12.30.. on 24th. https://t.co/gTiusO60jU .#dgml #gold #silver #mine #nifty #sensex #multibagger #vogl #vedl

ManariSarath's tweet photo. Deccan gold mines - Jonnagiri mines Opening time fixed. CM would participate in the oening program from 11.30 am to 12.30.. on 24th.

https://t.co/gTiusO60jU

.#dgml #gold #silver #mine #nifty #sensex #multibagger #vogl #vedl https://t.co/uUN3PuzFpC

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4 days ago

Vedanta oil and gas #VOGL HIDDEN BOOK VALUE OF RS 34.50 PER SHARE - NCLT ORDER PAGE 14 PARA 4.10 👇👇👇 The document states that, as per the net worth certificate issued by SBH & Co. dated January 2, 2025, the net worth of MEL ( I.E. VOGL POST DEMERGER ) is projected to increase from a negative ₹178 crores to a positive ₹13,507 crores upon demerger. The per-share conversion is: ₹13,507 crore ÷ 391,03,88,057 shares (≈ 391.04 crore) = ₹34.54 per share BOOK VALUE net worth of ₹13,507 crore per the SBH & Co. certificate dated 2 January 2025 (NCLT order dated 16 December 2025, para 4.10, page 14), which across 391,03,88,057 shares works out to approximately ₹34.5 per share BOOK VALUE. IN A NUT SHELL FOR EASY UNDERSTANDING.... VEDANTA OIL AND GAS (VOGL) POST DEMERGER HAS A BOOK VALUE OF 34.5 RS PER SHARE , SHARE PRICE IS TRADING BELOW BOOK VALUE... NOW CONSIDER THE FOLLOWING - 1. MANAGEMENT HAS CLARIFIED THAT VOGL POST DEMERGER IS DEBT FREE... ZERO DEBT ON BALANCE SHEET 2. LAST FY IT HAS GENERATED REVENUE OF OVER A BILLION DOLLARS AND PROFITS BEFORE TAX OF HALF A BILLION DOLLARS 3. MANAGEMENT HAS GUIDED CLOSE TO 700 MILLION DOLLARS PROFIT BEFORE TAX FOR CURRENT FINANCIAL YEAR 4. NEXT THREE YEARS CAPEX OF FIVE BILLION DOLLARS TO INCREASE CAPACITY FROM CURRENT 87K BARRELS PER DAY TO 5 LAKH BARRELS PER DAY. 5. VOGL IS ACTUALLY RELISTING OF CAIRN ENERGY THAT WAS MERGED WITH VEDANTA IN 2017 . CAIRN ENERGY WAS TRADING AT 358 PER SHARE WITH A MARKET CAP OF 55000 CRORES. 6. CAIRN ENERGY WAS BOUGHT BY VEDANTA IN 2010 FOR 16 BILLION DOLLARS... I.E. AT TODAYS PRICE OF 1.4 LAKH CRORES ...VOGL is essentially Cairn India re-listed standalone. At PRESENT MARKET CAP OF ₹12,850 Cr it's worth roughly $1.5 billion today — against the ~$16bn that the whole of Cairn India was implicitly valued at in the 2010 Vedanta deal for acquiring CAIRN ENERGY ($9.6bn for ~60%). BOTTOM LINE IS VOGL IS AVAILABLE AT THROW AWAY PRICE ... I HAVE NO DOUBT THAT VOGL , I.E. CAIRN INDIA RELISTED WILL MULTIPLY MANY TIMES FROM HERE #VEDL #VOGL #DGML #GOLD #SILVER #DECCAN #MINES #CRUDE #BRENT #OIL #GAS #MULTIBAGGER

Manan Kochhar @InvestiVibe_

4 days ago

━━━━━━━━━━━━━━━ *Vedanta Oil & Gas (VOGL) — trading below book value of Rs 34.5- worth a serious look before Q1 Results* 🛢️ ━━━━━━━━━━━━━━━ VOGL is essentially *Cairn India re-listed* as a standalone oil & gas company after the Vedanta demerger. A few things stand out: 📊 *Trading at/below book value* Post-demerger net worth works out to approx ₹34.5/share (₹13,507 cr ÷ 391 cr shares, per the SBH & Co. net-worth certificate in the NCLT scheme order, refer page 14 para 4.10 of nclt demerger order below 👇🤫). The stock is around ₹33 — i.e. below book value of 34.5. ━━━━━━━━━━━━━━━ 💰 *Solid fundamentals* FY26 revenue approx ₹9,580 cr (over $1 bn) with EBITDA approx ₹4,350 cr (approx $0.5 bn). Management has indicated the VOGL entity is virtually debt-free post-demerger. ━━━━━━━━━━━━━━━ 📈 *Growth runway* Management has guided higher profitability this year of ~700 million$ profits before tax in investor presentation, backed by a planned approx $5 bn capex over 3–5 years aiming to scale production from approx 87k bpd towards 500k bpd. ━━━━━━━━━━━━━━━ 🏛️ *Striking value contrast* The 2010 Vedanta–Cairn deal implicitly valued Cairn India at approx $16 bn (Vedanta paid approx $9.6 bn for purchase of approx 60%). Today VOGL's *entire* market cap is just ₹12,850 cr (approx $1.5 bn) — a fraction of that. Cairn india delisting market cap was above 55K crores while merging with Vedanta in 2016-17 ━━━━━━━━━━━━━━━ 🎯 *My take:* On these numbers VOGL looks deeply undervalued, with meaningful re-rating potential as the standalone story plays out. Present selling is forced liquidation by retail investors and thematic mutual fund under compulsion to sell this demerged oil & Gas company on their portfolio. Q1 RESULTS WILL CLEAR ALL DOUBTS ON BALANCE SHEET AND PRICE WILL RALLY ━━━━━━━━━━━━━━━ _Not investment advice. Markets carry risk. Please verify the figures and consult your own adviser. #VEDL #VOGL #DGML #GOLD #SILVER #DECCAN #MINES #CRUDE #BRENT #OIL #GAS #MULTIBAGGER

$ManariSarath's tweet photo. ━━━━━━━━━━━━━━━ *Vedanta Oil & Gas (VOGL) — trading below book value of Rs 34.5- worth a serious look before Q1 Results* 🛢️ ━━━━━━━━━━━━━━━ VOGL is essentially *Cairn India re-listed* as a standalone oil & gas company after the Vedanta demerger. A few things stand out: 📊 *Trading at/below book value* Post-demerger net worth works out to approx ₹34.5/share (₹13,507 cr ÷ 391 cr shares, per the SBH & Co. net-worth certificate in the NCLT scheme order, refer page 14 para 4.10 of nclt demerger order below 👇🤫). The stock is around ₹33 — i.e. below book value of 34.5. ━━━━━━━━━━━━━━━ 💰 *Solid fundamentals* FY26 revenue approx ₹9,580 cr (over $1 bn) with EBITDA approx ₹4,350 cr (approx $0.5 bn). Management has indicated the VOGL entity is virtually debt-free post-demerger. ━━━━━━━━━━━━━━━ 📈 *Growth runway* Management has guided higher profitability this year of ~700 million$ profits before tax in investor presentation, backed by a planned approx $5 bn capex over 3–5 years aiming to scale production from approx 87k bpd towards 500k bpd. ━━━━━━━━━━━━━━━ 🏛️ *Striking value contrast* The 2010 Vedanta–Cairn deal implicitly valued Cairn India at approx $16 bn (Vedanta paid approx $9.6 bn for purchase of approx 60%). Today VOGL's *entire* market cap is just ₹12,850 cr (approx $1.5 bn) — a fraction of that. Cairn india delisting market cap was above 55K crores while merging with Vedanta in 2016-17 ━━━━━━━━━━━━━━━ 🎯 *My take:* On these numbers VOGL looks deeply undervalued, with meaningful re-rating potential as the standalone story plays out. Present selling is forced liquidation by retail investors and thematic mutual fund under compulsion to sell this demerged oil & Gas company on their portfolio. Q1 RESULTS WILL CLEAR ALL DOUBTS ON BALANCE SHEET AND PRICE WILL RALLY ━━━━━━━━━━━━━━━ _Not investment advice. Markets carry risk. Please verify the figures and consult your own adviser. #VEDL #VOGL #DGML #GOLD #SILVER #DECCAN #MINES #CRUDE #BRENT #OIL #GAS #MULTIBAGGER$

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Sanjay K Kedia

@sanjaykedia

5 days ago

Which of the newly demerged Vedanta Group entities do you believe has the strongest potential for long-term growth? 📈 #Vedanta #StockMarketIndia #Investing #Demerger #VAML #VOGL #VPL #VISL

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6 days ago

Added #VOGL

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Sikhar Jain @SikharJ

6 days ago

#VOGL #VedantaOil Added some more at LC 32.88 😎🧿

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TheMarketCrux

@TheMarketCrux

7 days ago

Top Intraday #StocksToTrade #VAML #VOGL #VISL

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8 days ago

🛢️ VEDANTA OIL AND GAS #VOGL UPDATE: Important Data Clarification* - Sarath Manari A couple of you may have checked VOGL on Moneycontrol/Zerodha/Screener-type trackers and seen scary numbers like "-Rs 188 Cr loss" or negative net worth. Here's the clarification: ⚠️ *Those numbers are STALE/WRONG for VOGL* Those figures belong to the OLD legacy entity (Malco Energy - Nickel, Coke, Power businesses) that VOGL was renamed FROM. Those businesses were divested as part of the demerger and are NOT part of VOGL's Oil & Gas business that listed on 15 June. Data trackers haven't yet updated to reflect VOGL's actual Oil & Gas financials - this is a data-lag issue, not a real problem with VOGL. ✅ *What's confirmed post-listing (15 June)* - VOGL listed alongside VAML, Vedanta Power, VISL on 15 June 2026 - Day 1: VOGL dropped 5% below opening price (normal T-segment volatility, nothing alarming) - Emkay (brokerage) confirmed AFTER listing: "Oil & Gas and Iron & Steel businesses will be largely net-debt free" - our zero-debt thesis holds 📊 *Still pending* - No actual Q1 FY27 result out yet for VOGL's real Oil & Gas business - Dividend policy not yet announced by the new board - Our EPS estimate (Rs 5.5-7.0 at $75-85 crude) remains the best available estimate until real numbers come out 👉 Bottom line: ignore any "loss-making" or "negative net worth" data you see on aggregator sites for VOGL right now - it's tracking the wrong (old) entity. Will update once VOGL's actual Q1 results are out. _Not SEBI registered advice. DYOR._