Larsen & Toubro reported a Q1 FY26 net profit of ₹3,617 crore, up 30% year-on-year.

Consolidated revenue jumped 16% to ₹63,679 crore, driven by infra and international orders.

The company received ₹94,453 crore in new orders this quarter — a 33% increase YoY.

52% of order inflows came from international markets, highlighting strong overseas demand.

Post-results, L\&T’s stock surged nearly 4%, outperforming broader market indices.

The BSE Infra Index also climbed 0.6%, showing sector-wide momentum.

Analysts from Motilal Oswal and Avendus set a ₹4,150+ price target, citing strong capex cycles.

L&T remains a bellwether for India’s infrastructure and capital expenditure push.