L&T Share Price Today: Q1 Profit Soars 25%, Analysts Predict Strong Upside

L&T’s Q1 FY26 net profit rose ~30% to ₹3,617 crore with revenue growth of ~16%, fueling a ~4% rally in L&T share price. The order inflow surged to ₹94,453 crore, lifting investor sentiment.

Larsen & Toubro (L&T) reported a stellar Q1 FY26 performance—net profit jumped nearly 30% YoY to ₹3,617 crore, revenue rose 16%, and order inflows hit a record ₹94,453 crore. That triggered a nearly 4% surge in L&T share price, making it the top gainer on the Nifty 50 index and reinforcing its market leadership.

Q1 FY26 Financial Highlights

Profit & Revenue Beats Estimates

Net profit: ₹3,617 crore (up ~29.8% YoY) from ₹2,785 crore in Q1 FY25
Revenue: ₹63,679 crore (up ~16% YoY), surpassing Street estimates of ₹62,950 crore
EBITDA: ₹6,318 crore (↑13% YoY), with margins at ~9.9% vs 10.2% YoY

Surge in Order Book & Execution

New orders worth ₹94,453 crore (+33% YoY), driven by high international demand
International orders constituted ~~52% (~~₹48,675 crore) of total inflows
Order book as of June 30 stood at ₹6.12 lakh crore (+6% QoQ), with ~46% from overseas markets

Segment Performance Breakdown

Infrastructure Projects & Manufacturing (P&M): Strong execution in Middle East, key contributor
Green and New Age businesses: L&T emphasized expansion in renewables, data centers, semiconductors, and new technologies

Impact on L&T Share Price & Market Sentiment

Intraday Price Movement

L&T shares jumped nearly 4.5%, touching a high of ₹3,652.70 on BSE
At market open, price stood around ₹3,617 vs previous close ~₹3,495

Index Influence

L&T emerged as top percentage gainer on Nifty 50
Infrastructure sub-index rose ~0.6%, piggybacking on L&T’s strong performance

Analysts’ Outlook & Targets

29 analysts rated L&T a “Buy”; median price target ~₹4,070.50/share
Motilal Oswal lifted its target to ₹4,200, citing strong growth momentum and record pipeline

Strategic Drivers Behind the Strong Performance

Robust Global Execution

International revenue (~₹32,994 crore) accounted for ~52% of total revenue, bolstering margins and diversification
Middle Eastern and North African projects fueled growth with government-led infrastructure development

High Order Visibility

Order pipeline of ₹6.13 lakh crore provides strong near-term visibility
Backlog includes large hydrocarbon, energy, water, and infrastructure contracts

Green Technology and New Business Verticals

Expansion into renewable energy, data centers, semiconductor fabs, and clean infrastructure aligns with global capex themes

Frequently Asked Questions (FAQs)

1. What drove the L&T share price surge?

Strong Q1 earnings — net profit up ~30% YoY, high-order inflow, and international project momentum triggered a ~4% stock rally.

2. How much did L&T earn in Q1 FY26?

Consolidated net profit stood at ₹3,617 crore, revenue ₹63,679 crore (+16% YoY), and EBITDA ₹6,318 crore.

3. What is the size of L&T’s order book?

Order inflow for the quarter reached ₹94,453 crore, with total order book at ₹6.13 lakh crore (≈6% YoY growth), ~52% from overseas.

4. What do analysts recommend?

29 analysts rate it a “Buy”, with median price target ₹4,070/share. Motilal Oswal updated target to ₹4,200 citing strong pipeline.

5. What are the risks for L&T stock?

Margin dip to 9.9%, global macro risks like U.S. rate shifts and trade uncertainties, execution delays in large projects, and cyclical infrastructure demand volatility.

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Conclusion

With Q1 FY26 results surpassing expectations across the board—net profit up ~30%, robust international order pipeline, and margin resilience—L&T share price reacted positively with an approximate 4% gain. Analysts maintain a bullish stance, citing a large order backlog, global execution, and diversification into green infrastructure. While short‑term volatility may arise from macro uncertainties, the stock’s long‑term fundamentals remain strong. For investors seeking infrastructure exposure with global scale and execution capability, L&T stands out.