Larsen & Toubro L&T Capital Goods

Looking ahead, L&T's management expects sustained demand across infrastructure, hydrocarbon, renewables, power T&D, power capabilities and water treatment in both domestic and international.

Looking ahead, L&T's management expects sustained demand across infra, hydrocarbon, renewables, power T&D, power capabilities and water treatment in both domestic and international markets.

Q4 execution was impacted by ₹5,000 crore revenue slippage due to supply chain disruptions in the Middle East and delays in water projects, indicating near-term execution headwinds.

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