L&T wins significant NPCIL order for Kudankulam nuclear units 5 and 6

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

+2.3%Reaction day

₹3588.60

prior close

₹3620.50

announcement price

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Nifty 100market · index membership as recorded later (tracked since Jun 2026)+0.7%+1.6% vs market

Civil Construction peers, median of 89sector+0.3%+2.0% vs sector

On the reaction day the stock moved 1.6 pts more than Nifty 100 and 2.0 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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Reaction day

+2.3+0.7+1.6+0.3+2.0

Next day

+2.7+1.0+1.7+0.6+2.1

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+2.7+1.1+1.5+0.8+1.8

+1.6+0.8+0.8+0.4+1.2

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+12.2+3.5+8.6-6.3+18.4

+13.1+2.6+10.6-11.6+24.8

UpDownMarket · Nifty 100Sector · Civil Construction peers, median of 89Pending

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AI summary

L&T's Heavy Civil Infrastructure business won a significant order from Nuclear Power Corporation of India for two 1,000 MW Kudankulam nuclear units in Tamil Nadu. The work covers reactor and turbine installation, sea water systems, cranes, piping, structural steel and testing. The significant classification corresponds to a value band of ₹1,000 crore to ₹2,500 crore.

Likely market impact

The order adds to L&T's nuclear business and supports future revenue, but the filing gives no exact contract value, profit margin or earnings guidance.