Page 2 - Larsen & Toubro Ltd News

HDFC Bank, L&T: How to trade these 2 heavyweights at CMP? Analyst says this

Kunal Kamble, technical analyst at Bonanza cautions against venturing into HDFC Bank stock for now due to a weak chart setup; while he sees support for Larsen & Toubro around ₹3,100 levels.

Larsen & Toubro falls 22% since West Asia war; here's what analyst suggests

L&T stock was trading at ₹3,316.5, down 3.5 per cent against the previous session's close of ₹3,434.80

West Asia business 'near normal' amid war, says L&T's Subramanian Sarma

95% of sites are operating in its 'second home'; supply chain and logistics seen as key challenges, new opportunities likely post war

L&T hopes govt will sustain capex, widen deficit amid West Asia crisis

Amid concerns over a surge in import bill because of commodity price hardening in the wake of the Middle East conflict, Larsen & Toubro is hoping that the government continues with its capital expenditure even if it means a widening of fiscal deficit. The engineering, procurement and construction major feels the government should borrow more if needed to continue with capital expenditure, a senior official has said. "The import bill will go up because of oil and gas prices. The government will have to balance it. They will maybe temporarily raise the deficit, may be they will borrow more," its Deputy Managing Director Subramanian Sarma told reporters over the weekend. "Overall, if you look at it, our fiscal situation is pretty good... we have some headroom so that we don't compromise on the capital for the infrastructure," Sarma added. He also noted India has been able to curtail the fiscal deficit after the impact of the Covid pandemic. Spends on infrastructure are necessary to .

Little impact of West Asia conflict on biz, 95% projects on, says L&T

Engineering, procurement and construction major Larsen & Toubro has not seen any major business impact because of the ongoing Middle East conflict, as nearly 95 per cent of the projects are continuing to function, a top official has said. The company, which gets over 35 per cent of its revenue from the geography witnessing conflict after the US and Israel's attack on Iran and the subsequent retaliations, however, flagged logistics and supply chain as key challenges and noted revenue risks if the situation remains unchanged. L&T does not see any immediate impact on revenues as the 5 per cent of projects where work has been stalled do not contribute significantly to the topline, Subramanian Sarma, its deputy managing director, told reporters over the weekend. However, if the logistical issues do not get resolved in three months, there can be an impact through revenue deferment, he added. The top company official, who directly oversees the energy portfolio, declined to directly ..

HPCL, IDBI Bank, L&T: Top wealth destroyers of West Asia war; strategy here

For OMCs, analysts suggest the fall in stock prices reflects, to some extent, the pain on account of higher crude oil prices that surged past the $100 a barrel (bbl) mark

West Asia crisis weighs heavy on L&T; m-cap erodes by ₹60,843 cr

L&T shares have come under pressure over worries that the escalating Middle East conflict could ‌disrupt the company's projects in the region, ultimately impacting its financial performance

US-Iran war puts ₹70,000 cr dent in LIC's portfolio; banks, L&T worst hit

Holdings in SBI, ICICI Bank and HDFC Bank accounted for more than one-fifth of the losses for Life Insurance Corporation of India; while L&T alone created a 11 per cent dent, shows ACE Equity data.

Investing during panic has been rewarding historically, says ICICI Direct

Despite the near-term volatility, ICICI Direct said that markets have historically bounced back after geopolitical shocks

L&T up 3% after 9% fall amid West Asia crisis; brokerages retain 'Buy' call

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.

Nifty crashes 1,000 points below its 200-DMA; analysts see more downside

Any impact on the oil infrastructure in case of a prolonged war could see the Nifty drop to 23,500 - 23,700 levels," says U R Bhat, co-founder & director of Alphaniti Fintech.

L&T, KEC, Apar: How West Asia conflict could hit these capital goods firms?

PL Capital reckons India's West Asia-exposed companies may face near-term headwinds such as execution disruptions, logistics challenges, slower tender finalisations adn deferment of new orders

Extended Iran conflict may disrupt L&T's order inflows, regional projects

With nearly half its order book linked to the Middle East, L&T may see short-term disruptions from the Iran conflict, raising concerns over execution, exports and regional project pipelines

Larsen & Toubro tanks 7%; stock records sharpest intra-day fall in 11 mths

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.

L&T, Nvidia to set up gigawatt-scale AI data centre infrastructure in India

L&T said that the partnership will work on developing AI-ready data centre infrastructure to support large-scale workloads across sectors such as manufacturing and infrastructure

Larsen & Toubro market cap nears ₹6 trillion; stock rallies 10% in 1 month

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.

SBI, Eicher, L&T, Shriram Finance hit new peaks; ONGC, NTPC at 52-wk highs

NTPC and Oil and Natural Gas Corporation (ONGC) from the Nifty 50 touched their respective 52-week highs.

L&T bags 'significant' transport infrastructure development project in UAE

Larsen and Toubro on Tuesday said it has secured a "significant" transport infrastructure development project in Dubai, UAE. The order pertains to the Phase-1 of the road development initiative undertaken by the UAE authorities, Larsen and Toubro (L&T) informed the exchanges. L&T did not provide any financial details of the order. According to company classification, a significant order ranges between Rs 1,000 crore to Rs 2,500 crore. The contract has been secured by the Transportation Infrastructure business vertical of the company for the improvement of Latifa Bint Hamdan Street in Dubai. The project is scheduled to be completed in 36 months. The scope of the project includes upgrading the existing road corridor stretching from Emirates Road (E611) to Sheikh Mohammed Bin Zayed Road (E311). The work involves widening the current two-lane dual carriageway into a four-lane dual carriageway in each direction to enhance network capacity and ease traffic flow.

Larsen & Toubro gains 3%; what's driving capital goods stock on Monday?

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

Street gives thumbs up to L&T's Q3FY26, bullish on future prospects

L&T's Q3FY26 results show double-digit growth in P&M and services, strong margin expansion and a record order book, with overseas markets driving momentum