Why L&T Share Price is Falling

# Middle East Tensions Impact

Shares of L&T declined 6% following heightened geopolitical tensions in the Middle East after the weekend's Iran-Israel-US conflict. As India's largest infrastructure company, L&T has significant exposure to the region, raising concerns among investors.

According to the media reports, the Middle East remains a strategically important region for the company, with a long-standing presence in sectors like energy, renewables, infrastructure, and technology.

Also, according to the company's annual report of FY25, it recorded order inflows of Rs 3,566.31 billion (bn), which is a 17.8% increase compared to the previous year. This growth came mostly from ongoing investments in the Middle East and favourable government policies in India that promote spending on infrastructure.

L&T is heavily exposed to the Middle East. Current geopolitical tensions could slow down new order inflows and affect short-term revenues.

This could be one of the main reasons for the share price to decline.

What Next for L&T?

Moving forward, L&T plans to launch a new venture under the India AI Mission to build large-scale NVIDIA AI infrastructure in India, boosting the country's AI capabilities for businesses, policymakers, and global partners.

The company is currently prioritising project launches through monetisation of owned land parcels and joint development agreements, while also exploring selective land acquisitions to expand its development pipeline.

While international opportunities have grown faster in recent years, the company sees domestic order momentum strengthening over the medium to long term as policy uncertainty related to elections fades and large projects move into execution.

L&T also plans to scale up its presence across these new-age segments.

How L&T Share Price Has Performed Recently

L&T shares have dropped 8.6% over the past five trading sessions.

Over the past year, the shares have been up 26%.

The stock touched its 52-week high of Rs 4,440 on 24 February 2026 and its 52-week low of Rs 2,967.65 on 7 April 2025.

About L&T

L&T is a leading Indian multinational conglomerate with a diverse presence in engineering, construction, manufacturing, technology, and services.

Founded in 1938 and headquartered in Mumbai, L&T operates in over 50 countries worldwide, serving sectors such as infrastructure, hydrocarbon, power, defence, aerospace, shipbuilding, and information technology.

The company has a strong global footprint with manufacturing facilities in eight countries and offices across more than 30 countries.

L&T has ventured into new areas, launching platforms like L&T-SunFin for industrial e-commerce and L&T EduTech for digital education in engineering.

It's a powerhouse in India's industrial and infrastructure landscape, actively transforming into a technology-driven, service-oriented conglomerate with a strong commitment to sustainability and global expansion.

To know more, check out L&T fact sheet and latest quarterly results. You can also compare L&T with its peers on our website.

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Investors should evaluate the company's fundamentals, corporate governance, and valuations of the stock as key factors when conducting due diligence before making investment decisions.

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