L&T Q2 FY26: orders up 39%, revenue up 10%, PAT up 16%

Pat NegativeEbitda Margin CompressionExceptional ItemResults View source PDF Explain this filing

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

+0.8%Reaction day

₹3957.30

prior close

₹3980.00

announcement price

After-mkt

timing

Nifty 100market · index membership as recorded later (tracked since Jun 2026)-0.6%+1.4% vs market

Civil Construction peers, median of 96sector-0.3%+1.1% vs sector

On the reaction day the stock moved 1.4 pts more than 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.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

+0.8

10m

+1.2

15m

+1.6

30m

+1.6

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

+0.8-0.6+1.4-0.3+1.1

Next day

+1.8-1.2+2.9-0.9+2.7

+0.6-0.9+1.5-0.5+1.1

-0.8-1.5+0.7-1.0+0.2

-1.6-2.0+0.3-2.2+0.6

-1.9-2.0+0.1-2.3+0.4

-0.1-1.3+1.2-3.7+3.6

15d

+1.7-0.3+2.0-6.2+7.9

+2.8+0.2+2.6-6.9+9.7

+2.5-0.7+3.2-9.4+11.9

-0.6-2.9+2.3-18.6+18.1

UpDownMarket · Nifty 100Sector · Civil Construction peers, median of 96Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

L&T's board approved unaudited Q2 and H1 FY26 results. H1 order inflow rose 39% to Rs 210,237 crore, revenue 13% to Rs 131,662 crore and PAT 22% to Rs 7,543 crore; order book Rs 667,047 crore. Q2 revenue rose 10% and PAT 16%, but group EBITDA margin slipped to 10.0% from 10.3%. Standalone Q2 posted a Rs 3,591 crore loss after an exceptional charge. In-principle deal to sell L&T Metro Rail (Hyderabad) to Telangana.

Likely market impact

Strong orders and profit growth support the stock, but a slimmer margin and standalone loss may weigh on sentiment; Hyderabad Metro sale aids value.