L&T Energy CarbonLite wins LNTP for 1,600 MW NTPC thermal plant

Order Above 5pct RevenueBusiness Updates View source PDF Explain this filing

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Price reactionminutes from the announcement price · days from the prior close

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₹3929.90

prior close

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announcement price

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Nifty 100market+0.2%+0.0% vs market

Civil Construction peers, median of 98sector-0.8%+1.1% vs sector

On the reaction day the stock moved in line with Nifty 100 and 1.1 pts more than its Civil Construction peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

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AI summary

L&T Energy CarbonLite Solutions has secured a Limited Notice to Proceed (LNTP) from NTPC for the main plant package of the 2x800 MW Lara Stage-III thermal power plant in Chhattisgarh. The Mega order, classified between Rs 10,000 and Rs 15,000 crore, covers design, engineering, manufacturing, supply, erection, testing and commissioning of two 800 MW ultra-supercritical units on EPC basis. This is L&T's third ultra-supercritical project from NTPC in two years, reinforcing its leadership in power EPC.

Likely market impact

Mega domestic PSU order strengthens L&T energy portfolio and revenue visibility. Positive for order inflows and execution pipeline.