Why L&T Share Price is Rising

The Indian stock markets are trading sharply lower today amid escalating tensions between India and Pakistan.

Recent military confrontations, including missile strikes and drone attacks targeting military installations on both sides, has heightened uncertainty and triggered selling across sectors.

The broader market indices also witnessed declines, with the Nifty MidCap and SmallCap indices falling by 1.6% and 2.4%, respectively.

Market volatility has surged, with the India VIX rising over 7-8%, reflecting investor nervousness amid the ongoing conflict.

Despite the fall in the BSE Sensex and the NSE Nifty, one stock that is bucking the trend is Larsen and Toubro (L&T). Let's see reasons for gains in the stock.

#1 Good Quarterly Numbers

L&T reported strong Q4 results for the quarter ended 31 March 2025, marked by growth in profit, revenue, and order inflows.

Consolidated revenue from operations grew to Rs 743.9 bn , a 11% increase compared to Rs 670.8 bn in Q4FY24. The share of international revenues was 49% in the quarter.

All the major segments at the company including infrastructure projects, energy projects, Hi-tech manufacturing, and IT & technology services reported a growth in revenues.

Consolidated net profits at L&T also rose to Rs 55 bn, up 25% year-on-year (YoY) from Rs 44 bn in Q4FY24. This also represents a 63.6% increase compared to Rs 33.6 bn in the previous quarter (Q3FY25).

#2 Highest Ever Order Inflow

The company recorded a robust order inflow of Rs 896.1 bn in Q4FY25, a 24% increase YoY. This was a new record inflow in the history of L&T.

International orders constituted 70% of the total order inflow at Rs 627.4 bn. The consolidated order book reached a record Rs 5,791.3 bn, up 22% from March 2024, with international orders comprising 46% of the order book.

For companies like L&T investors keenly watch the order book position. The surge in the order book was cheered by the markets.

#3 Strong Guidance

The company has also given a strong outlook for FY26. The management considers the next 12 months encouraging, aiming for about 10% growth in order inflows, supported by a strong pipeline both domestically and internationally.

What Next?

L&T saw Q4 2025 and FY 2025 end on a high note with the highest-ever yearly order inflow in the company's history.

The resilience in the Indian economy supported by public infrastructure investments and private sector revival in energy transition, data centers, and real estate is a tailwind for the company.

Also, the Middle East market continues to invest in traditional and energy transition sectors, supporting an optimistic outlook for L&T.

The company has said that the prospects pipeline of Rs 19 trillion for FY26 provides order inflow growth visibility in the coming year.

L&T is also looking at the emergence of new businesses i.e., renewables, green hydrogen, offshore wind. The company has incorporated a new subsidiary, L&T Green Energy Kandla Pvt. Ltd, dedicated to developing green hydrogen and its derivatives such as green ammonia.

This entity will focus on projects powered by renewable energy, including a green hydrogen plant at Gujarat's Deendayal Port Authority (Kandla). The same is expected to be operational by July 2025, initially at 1 MW capacity with plans to scale to 10 MW.

The company is also exploring collaborations to accelerate green, round-the-clock power deployment, including concentrated solar power and thermal energy storage technologies.

Clearly, the present order book and future plans augur well for the company.

How Shares of L&T have Performed Recently

Over the last one month, the share price of L&T has about 12.5%. In past one year, shares of the company have gained 5%.

The stock hit a 52-week high of Rs 3,963 on 10 December 2024. The stock also hit a 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 over the years moved into new businesses. It is incubating new ventures like L&T-SuFin, a B2B e-commerce platform for industrial products and services, and L&T EduTech, a digital education platform focusing on industry-relevant engineering curricula.

In summary, L&T is 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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