LTNSELarsen & Toubro Limited· EngineeringMinimalNeutral
Announced Thu, 14 May · 18:53 IST

Larsen & Toubro Limited has informed the Exchange about Business Responsibility and Sustainability Reporting

LT · price

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Price reaction · full curve 14 horizons · vs prior close
-0.6%1-day move
₹3934.00
prior close
₹3949.40
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-0.6-0.5-0.5-0.1-0.6-0.6-0.6-0.1-0.0+2.6-1.6+6.0-3.7
Up moveDown movePending
AI summary

L&T has released its Integrated Annual Report for FY 2025-26 along with BRSR (Business Responsibility and Sustainability Reporting) and AGM notice. The Group achieved record performance with order inflows of ₹4.36 lakh crore (up 22% YoY) and an all-time high order book of ₹7.40 lakh crore (up 28% YoY), with international orders comprising 52% of the book. Revenue grew 12% to ₹2.86 lakh crore while recurring PAT rose 18% to ₹17,238 crore. The Board recommended a dividend of ₹38 per share. The company launched its next strategic plan 'Lakshya 2031' focused on digital transformation, profitability improvement, and new-age business incubation. Notable developments include divestment agreements for Hyderabad Metro Rail (₹1,461 crore) and Nabha Power (₹6,889 crore), plus strategic partnerships with NVIDIA for AI infrastructure and Hitachi Energy for HVDC projects.

Likely market impact

Strong operational and financial performance with record order book provides multi-year revenue visibility. Improved net debt-to-equity ratio (0.35:1) and strategic divestments indicate disciplined capital allocation. The company's focus on technology adoption, green energy, and ESG positions it well for long-term value creation, though near-term geopolitical headwinds in GCC markets warrant monitoring.