LTNSELarsen & Toubro Limited· EngineeringHighNeutral
Announced Tue, 29 Jul · 17:15 IST

Larsen & Toubro Limited has submitted to the Exchange, the financial results for the period ended Jun 30, 2025.

Pat Growth 25pctEbitda Margin CompressionResults 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 start to FY26 with consolidated revenue of ₹63,679 crore, up 16% year-on-year, driven by healthy execution in Projects & Manufacturing. Consolidated PAT attributable to owners grew 30% YoY to ₹3,617 crore, while EBITDA rose 13% to ₹6,318 crore with margins slightly lower at 9.9% vs 10.2% in Q1 FY25. Order inflows surged 33% YoY to ₹94,453 crore, the highest ever Q1, with international orders contributing 52%. The consolidated order book stood at ₹6,12,761 crore as of June 30, 2025, up 6% from March 2025. Energy Projects revenue jumped 47% and Hi-Tech Manufacturing rose 75%, while IT&TS grew 10%. The Financial Services loan book expanded to ₹1,02,314 crore. Limited Review by M S K A & Associates is clean with no qualifications.

Likely market impact

Strong topline growth, robust order pipeline, and 30% PAT growth signal healthy momentum and give comfort on the Lakshya'26 plan execution. Mild EBITDA margin compression and slower margin growth in Energy and Hi-Tech Manufacturing segments are minor watchpoints, but overall the quarter is positive for shareholders.