LTNSELarsen & Toubro Limited· ConstructionHighPositive
Announced Wed, 25 Feb, 2026 · 09:43 IST

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

Export Order Hard CurrencyBusiness Updates View source PDFExplain this filing

LT · price

Loading chart…

▲ 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
₹4271.00
prior close
₹4313.89
announcement price
In-mkt
timing
Nifty 100market · index membership as recorded later (tracked since Jun 2026)+0.3%+0.4% vs market
Civil Construction peers, median of 95sector-0.3%+1.0% vs sector

On the reaction day the stock moved 0.4 pts more than Nifty 100 and 1.0 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.

Minutes after the announcementfrom the announcement price · no benchmark
Stock
5m
-0.1
10m
-0.5
15m
-0.2
30m
+0.3
Sessions after the filingfrom the prior close
StockMarketvs marketSectorvs sector
Reaction day
+0.7+0.3+0.4-0.3+1.0
Next day
+0.4+0.4+0.0-0.4+0.9
2d
-0.0-0.8+0.8-1.4+1.4
3d
-5.1-2.1-3.0-4.2-0.9
4d
-9.1-3.8-5.3-6.6-2.5
5d
-5.7-2.7-3.1-5.6-0.1
1w
-10.2-5.5-4.7-8.3-1.9
15d
-19.4-9.4-9.9-9.1-10.2
1m
-14.3-8.4-5.9-10.4-3.9
2m
-5.1-4.1-1.0+4.8-9.8
3m
-5.5-4.3-1.3+0.0-5.5
UpDownMarket · Nifty 100Sector · Civil Construction peers, median of 95Pending

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

AI summary

Larsen & Toubro's Power Transmission & Distribution (PT&D) vertical has secured a batch of EPC orders classified as 'Major' (worth between ₹5,000 crore and ₹10,000 crore). In India, the orders cover design, supply and construction of two 220 kV Gas Insulated Substations in the Durgapur–Raniganj–Asansol industrial belt of West Bengal, along with associated transmission lines. In the Middle East, L&T has won turnkey orders from key utilities across three countries for five substations and over 250 km of transmission lines up to 500 kV level, including a 400 kV underground cable system. The company highlights that grid investments are becoming a high-priority area globally due to surging demand, shifting energy mix, and security-driven initiatives.

Likely market impact

These Major-classified orders strengthen L&T's order book in its core PT&D segment and reinforce its international footprint, particularly in the Middle East. Positive for sentiment, though the value range represents roughly 2-4% of L&T's ~₹2.5 lakh crore annual revenue, so the impact is incremental rather than transformational.