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Viceroy Research says Vedanta Semiconductors a ‘sham’ commodities trading operation

New Delhi, July 19 || Firing fresh salvo at Anil Agarwal-run Vedanta Group, US short-seller firm Viceroy Research said in its latest report that Vedanta Semiconductors is a ‘sham’ commodities trading operation designed to improperly avoid classification as a non-banking financial company (NBFC).

According to Viceroy, “We believe that Vedanta Limited (VEDL) subsidiary, Vedanta Semiconductors Private Limited (VSPL), is a sham commodities trading operation designed to improperly avoid classification as a Non-Banking Financial Company (NBFC)”.

In its report that came out on Friday (US time), the short-seller firm alleged that this scheme was devised to “facilitate VEDL’s remittance of brand fees to Vedanta Resource’s (VRL) in April 2025, when it faced a severe liquidity crisis”.

“VSPL’s operational illusion needs 24 months of regulatory silence to fulfil its purpose, repaying its offshore lenders and hiding the near-catastrophe of April 2024. While credit analysts are snoozing through the alarm bells, India’s regulators are famously light sleepers,” the report claimed.

The US-based short seller has been publishing a series of reports on the Vedanta Group for the last few days, alleging that Vedanta Resources, the holding company of Vedanta, is propped by cash entirely from its operating unit.

 

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