Larsen & Toubro L&T Capital Goods

L&T Energy GreenTech will supply green ammonia, a key fuel option to ‌decarbonise the shipping sector, from its proposed production facility in the western Indian state of Gujarat

L&T's long-term outlook for the Middle East business remains robust with no news of project cancellations or payment delays, says brokerage firm JM Financial.

The stock price of engineering and construction (E&C) major was trading higher for the third straight day, gaining 6 per cent during the period.

Analysts believe that in the near term, execution can be impacted by supply chain disruption, while in the long term; the company has adequate risk management in place for existing contracts.

Out of the international order book of ₹3.57 trillion, around 75 per cent is from the Middle East, L&T said in the Q3 earnings conference call on January 28, 2026.

The divestment of Nabha Power for ₹3,660.87 crore is strategically positive for L&T as it aligns with the company's stated objective of exiting the development projects business, believe analysts.

Budget impact: Sustained capex growth and identification of 7 high-speed rail corridors enhances medium- to long-term order inflows for EPC, railways, power transmission, defence and capital goods cos

At 03:13 PM; the BSE Capital Goods index was down 2.3 per cent, as compared to 0.91 per cent decline in the BSE Sensex.

L&T anticipates healthy revenue growth and a significant increase in order inflow, indicating a promising performance in the future.

L&T anticipates healthy revenue growth and a significant increase in order inflow, indicating a promising performance in the future.

Reports state the Telangana state government is to takeover the asset at around Rs 2,000 crore equity valuation

In the past one month, L&T has outperformed the market and rallied 5 per cent, as compared to 0.1 per cent rise in the BSE Sensex.

L&T share price outlook: Analysts at ICICI Securities believe given the backlog growth and pick up in execution there remains a strong revenue growth over the medium term.

L&T has won an ultra mega order worth over Rs 15,000 crore for the supply of Boiler Turbine and Generator (BTG) along with auxiliaries for 6400 MW (800x8) thermal power plant to Adani power.

Key monitorables during L&T's earnings, analysts said, include the domestic order pipeline, margin performance, and the working capital cycle

The rise in L&T share price came after the company reported a healthy set of September quarter numbers on October 30, 2024

While the exact worth of the deal was not disclosed but the order was marked as 'significant', which the L&T uses to describe orders valued between Rs 1,000 crore and Rs 2,500 crore

Fitch Ratings said it has affirmed 'BBB+' rating with stable outlook on Larsen & Toubro and stressed that the ratings indicate strong financial structure and sound financial flexibility of the company. "Fitch Rating has assigned India's Larsen & Toubro Limited (L&T) first-time Long-Term Foreign- and Local-Currency Issuer Default Ratings (IDRs) of 'BBB+'. The Outlook is Stable," the rating agency said in a statement on Tuesday. The ratings reflect the company's strong market position as a large global engineering and construction company with above-average profitability and solid revenue visibility. "We believe L&T's robust record of steady margins, which is backed by adequate risk management and diversification into stable and high-margin IT and technical services businesses, buffers its ratings against the inherent risks in the E&C (engineering and construction) sector," it said. The credit rating agency further said that the stable outlook reflects its view that .

Bharat Electronics, Larsen & Toubro, Hindustan Aeronautics, CG Power, Bharat Heavy Electricals and Schaeffler India have rallied between 7% and 9% in intra-day trade

In the process, volatility would remain high as expectations related to the General election outcome would have bearing on market direction in the upcoming truncated week