LTNSELarsen & Toubro Limited· EngineeringMediumNeutral
Announced Thu, 8 May · 18:31 IST

Larsen & Toubro Limited has informed the Exchange about Analyst Presentation-Q4/FY25

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsCfo Debt Reduction RoadmapInvestor Communications View source PDF

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

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

L&T reported a strong all-round performance for FY25, with record order inflow of ₹3,566 bn (up 22% year-on-year) and an order book of ₹5,791 bn (up 18%), of which 46% is international. Revenue grew 16% to ₹2,557 bn, while reported profit after tax rose 15% to ₹150 bn. Group EBITDA margin was steady at 11.0%, return on equity improved to 16.3% (up 140 bps), and net working capital as a share of revenue touched a decade-low 11.0%. Free cash flow generation was robust at ₹174 bn. The company has declared a dividend of ₹34 per equity share. Management highlighted a prospect pipeline of ₹19 trillion for FY26, spanning infrastructure, energy, and new growth areas like green hydrogen, renewables, and defence.

Likely market impact

Positive for shareholders: record order book provides strong multi-year revenue visibility, improving return ratios and best-in-a-decade working capital efficiency point to better capital allocation, while higher dividend and robust free cash flow underscore shareholder returns. The stock may see a positive reaction given the broad-based beat and visible growth pipeline.