L&T Stock Up by Over 4% After 30% Increase in June Quarter Profit
By Ankur Chandra | Published at: Jul 30, 2025 01:41 PM IST
Mumbai, July 30, 2025: Shares of Larsen & Toubro Ltd (NSE: LT) jumped 4.13% as of 10:35 AM today after the engineering and infrastructure major reported strong Q1 FY26 earnings a day earlier. The company’s profit in June quarter increased year-on-year by 30%.
As of 1:35 p.m. IST, the stock was up by 4.7% at Rs 3,659.80.
Market Snapshot (As of 10:35 AM IST)
| Metric | Value |
|---|---|
| Current Price | ₹3,640.10 |
| Previous Close | ₹3,495.60 |
| Day’s Range | ₹3,590.00 – ₹3,632.70 |
| VWAP | ₹3,612.71 |
| Traded Volume | 10.57 lakh shares |
| Traded Value | ₹381.71 crore |
| % Deliverables | 50.20% |
Strong Q1 Performance Triggered Rally
The rally in L&T’s shares was primarily driven by its robust Q1 FY26 earnings. The company reported a 30% year-on-year growth in consolidated Profit After Tax (PAT), reaching ₹3,617 crore for the quarter that ended on 30th June 2025. Revenues also saw a significant increase of 16% year-on-year, climbing to ₹63,679 crore. Furthermore, L&T achieved an all-time high order inflow of ₹94,453 crore. This strong financial performance, coupled with a positive outlook and growth in new-age businesses such as green energy and semiconductor verticals, substantially boosted investor sentiment. Commenting on the results, CMD
S.N. Subrahmanyan stated in the Q1 commentary that “The return ratios have improved, and we’re on track to surpass Lakshya’26 targets.”
Insights For Investors
Larsen & Toubro’s 4% surge today reflects investor confidence in its strong Q1 FY26 performance. The company delivered a 30% YoY jump in net profit, reaching ₹3,617 crore, and revenue rose 16% YoY to ₹63,679 crore. Notably, L&T recorded its highest-ever quarterly order inflow of ₹94,453 crore, which is expected to support sustained growth across its core and emerging segments. The management’s confidence in surpassing its Lakshya’26 targets, along with traction in green energy and semiconductor businesses, indicates long-term value creation.
Investors may consider this stock for its consistent execution and diversified order book. However, given the sharp price rally, fresh entries should be evaluated post some consolidation or on dips. Near-term price action will also depend on the company’s ability to convert this robust order inflow into timely execution and healthy margins.
Will The Stock Momentum Hold?
Larsen & Toubro’s sharp rally post its Q1 FY26 results highlights strong investor interest, driven by impressive financials and record-high order inflows. However, sustaining this momentum will depend on the company’s ability to execute its large order book efficiently while maintaining margins. The management’s positive commentary and focus on emerging sectors like green energy and semiconductors are promising, but short-term price movements may witness some volatility as the stock consolidates after the recent upmove. Investors will also watch for order conversions, project execution, and macro trends to gauge future strength.
What’s Ahead For L&T?
Larsen & Toubro is expected to continue its growth momentum, supported by a record order inflow and strong presence in infrastructure, defence, and energy transition sectors. The company’s focus on executing large-scale projects, along with strategic investments in green energy, semiconductors, and digital platforms, will likely fuel long-term earnings visibility. With the management confident about beating its Lakshya’26 targets, the medium-term outlook remains positive. Analysts will closely watch margin trends, order conversion, and cash flows over the next few quarters. Additionally, global infrastructure demand and policy support in India will remain key drivers.
About the Company
Larsen & Toubro Ltd, which has been listed since June 2004, is recognised as one of India’s largest conglomerates operating in engineering, procurement, and construction (EPC), hi-tech manufacturing, and various services across global markets. The company is a core component of the NIFTY 50 index and serves as a benchmark stock within India’s civil construction and infrastructure sectors.
REF: https://nsearchives.nseindia.com/corporate/PAM_29072025171326_ResultJune2025.pdf
Disclaimer: At HDFC SKY, we take utmost care and due diligence in curating and presenting news and market-related content. However, inadvertent errors or omissions may occasionally occur.
If you have any concerns, questions, or wish to point out any discrepancies in our content, please feel free to write to us at content@hdfcsec.com.
Please note that the information shared is intended solely for informational purposes and does not make any investment recommendations
