L&T secures mega order to build India's largest NVIDIA B300 AI Factory

Order above 5% of revenueBusiness Updates View source PDF Explain this filing

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

+0.7%Reaction day

₹4023.00

prior close

₹3993.20

announcement price

In-mkt

timing

Nifty 100market-0.1%+0.8% vs market

Civil Construction peers, median of 100sector-0.1%+0.8% vs sector

On the reaction day the stock moved 0.8 pts more than Nifty 100 and 0.8 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

+1.8

10m

+1.4

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+1.3

30m

+1.0

Sessions after the filingfrom the prior close

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Reaction day

+0.7-0.1+0.8-0.1+0.8

Next day

+0.8-0.3+1.1-0.8+1.7

+1.6-0.6+2.1-0.4+2.0

+1.0-1.0+2.1-1.3+2.3

+0.5-1.4+1.9-2.0+2.5

+1.4-0.8+2.3-1.6+3.0

+1.7-0.9+2.6-1.6+3.3

15d

-0.8-2.3+1.5-1.7+0.9

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-8.7-7.2-1.6-8.6-0.1

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

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

AI summary

L&T's subsidiary Vyoma.AI, through LTN Compute, has secured a Mega order in the ₹10,000 to ₹15,000 crore range to build India's largest NVIDIA B300 AI Factory for US-based Together AI. The facility will host 10,000 B300 GPUs at Vyoma's Chennai data centre, with Phase 1 designed for 250 MW. This marks L&T's entry into the AI Factory business.

Likely market impact

Positive - L&T enters the high-growth AI Factory segment with a mega order, opening a new revenue stream and strengthening its AI positioning.