LTBSELARSEN & TOUBRO LTD.MediumNeutral
Announced Tue, 28 Jul · 18:21 IST

L&T Q1 FY27: Order inflows up 14%, PAT up 14%, margins dip

Order Pipeline DisclosedInvestor Communications View source PDFExplain this filing

LT · price

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Price reaction · full curve 14 horizons · vs prior close
+2.8%1-day move
₹3835.00
prior close
₹3895.40
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+1.1+1.3+1.2+1.8+2.8+2.6+4.3+4.0+5.8+5.3+5.4
Up moveDown movePending
AI summary

L&T Q1 FY27: Order inflows at 1080 bn, up 14% YoY, aided by ultra-mega offshore wind orders. Order book grew 27% to 7790 bn with international share at 52%. Revenue up 7% at 679 bn; PAT up 14% at 41 bn. EBITDA margin dipped to 9.0% from 9.9% on execution phase, forex and higher ECL provisions. NWC improved sharply to 4.9%. Divested Nabha Power, signed SPA for Hyderabad Metro stake. Prospects pipeline around 15 trillion.

Likely market impact

Strong order book and 15 trillion pipeline support growth visibility. Margin pressure near-term is a watch point. Strategic divestments and Moody's upgrade are positives.