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LTNSELarsen & Toubro Limited· ConstructionHighPositive
Announced Fri, 2 Jan, 2026 · 10:41 IST

Larsen & Toubro Limited has informed the Exchange about Bagging/Receiving of orders/contracts

LT · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reactionminutes from the announcement price · days from the prior close
+0.7%Reaction day
₹4136.00
prior close
₹4143.90
announcement price
In-mkt
timing
Nifty 100market · index membership as recorded later (tracked since Jun 2026)+0.8%-0.1% vs market
Civil Construction peers, median of 91sector+0.8%-0.1% vs sector

On the reaction day the stock moved 0.1 pts less than Nifty 100 and 0.1 pts less 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
5m
+0.1
10m
+0.1
15m
+0.1
30m
+0.2
Sessions after the filingfrom the prior close
StockMarketvs marketSectorvs sector
Reaction day
+0.7+0.8-0.1+0.8-0.1
Next day
+0.3+0.5-0.2-0.4+0.7
2d
+0.1+0.3-0.2-1.3+1.4
3d
+0.3+0.2+0.1-1.5+1.9
4d
-2.2-1.0-1.2-3.2+1.0
5d
-2.8-1.8-1.0-4.5+1.7
1w
-5.9-1.6-4.4-5.6-0.3
15d
-8.0-3.8-4.2-12.5+4.5
1m
-5.4-4.0-1.4-13.2+7.8
2m
-2.0-4.3+2.4-15.6+13.6
3m
-12.7-12.8+0.1-20.1+7.4
UpDownMarket · Nifty 100Sector · Civil Construction peers, median of 91Pending

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

AI summary

L&T's Minerals & Metals (M&M) business has secured Major-classified orders from Steel Authority of India Limited (SAIL) and other domestic clients for EPC projects in the metals sector. The key highlight is a complete engineering, procurement and installation package for SAIL's IISCO Steel Plant at Burnpur, West Bengal, supporting its expansion from 2.5 MTPA to 6.5 MTPA crude steel capacity, covering Coke Oven Battery, By-Product Plant, Basic Oxygen Furnace and material handling equipment. Additionally, L&T won a Sinter Plant #2 package at SAIL's Bokaro Steel Plant in Jharkhand. L&T also secured multiple orders for specialised material handling equipment like Stacker Reclaimers and Wagon Tipplers from various Indian clients. Major orders under L&T's classification range from ₹5,000 to ₹10,000 crore in value.

Likely market impact

This is a positive development reinforcing L&T's strong position in India's steel and metals EPC segment. The orders strengthen the company's order book and support revenue visibility, though at roughly 2-4% of annual revenue, the immediate stock impact is likely to be modest. Continued PSU wins demonstrate L&T's competitive moat in domestic industrial infrastructure.