Update shared on04 Sep 2025
Given that both the net profit margin (6.8%) and revenue growth forecasts (14.4% p.a.) for Larsen & Toubro remained stable, analysts have maintained their consensus price target at ₹4060.
What's in the News
- L&T secured an ultra-mega contract from Adani Power to set up eight 800 MW thermal power units (6,400 MW total), executed by L&T Energy - CarbonLite Solutions, involving full scope BTG packages and associated systems.
- The company terminated contracts for C-2 and C-4 Packages with KRide due to unavailability of land and contractual breaches, with an interim court order inhibiting Bank Guarantees; matter is sub-judice.
- The Renewables segment won a significant EPC order for a 116 MWac solar PV plant with a 241 MWh battery storage system in Bihar (total site storage now 495 MWh), further enhancing L&T’s clean energy portfolio.
- The Minerals & Metals business secured an EPC order from Hindustan Zinc to build a 250 KTPA leaching, purification & cellhouse facility and a 125 KTPA jarosite circuit in Rajasthan, strengthening a long-term partnership.
- L&T’s Hydrocarbon Offshore vertical secured an ultra-mega order in the Middle East for engineering, procurement, construction and installation of multiple offshore structures, including facility upgrades.
Valuation Changes
Summary of Valuation Changes for Larsen & Toubro
- The Consensus Analyst Price Target remained effectively unchanged, at ₹4060.
- The Net Profit Margin for Larsen & Toubro remained effectively unchanged, at 6.80%.
- The Consensus Revenue Growth forecasts for Larsen & Toubro remained effectively unchanged, at 14.4% per annum.
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