L AND T DELIVERS STEADY Q4 MOMENTUM 1 Revenue Climbs 11 Percent Despite High Base Pressure Larsen and Toubro reported an 11 percent year on year rise in consolidated revenue for the March quarter reaching ₹82,762 crore, reflecting steady execution across core businesses. While reported net profit declined 3 percent to ₹5,326 crore due to an exceptional gain recorded in the previous year, recurring profit after tax increased 5 percent to ₹5,289 crore, underlining operational consistency. Management highlighted that some projects witnessed deferred progress due to external factors but emphasized that these revenues are deferred and not denied, preserving long term earnings visibility. Total expenses rose around 12 percent year on year to ₹76,000 crore marking one of the fastest annual cost increases in recent quarters. Despite cost pressures, execution strength across engineering and construction helped maintain stability. The performance reinforces the company’s resilience in navigating macro uncertainties while continuing to deliver predictable revenue growth. 2 Record Order Inflows Strengthen Future Visibility FY26 proved to be a landmark year for L and T as its engineering and construction segment posted a 12 percent revenue increase to ₹2.86 lakh crore. Recurring profit after tax surged 18 percent to ₹17,238 crore demonstrating operational efficiency and disciplined project management. The company closed the year with record order inflows of ₹4.36 lakh crore, up 22 percent year on year, driven by strong traction in infrastructure energy and hydrocarbons. International orders dominated the mix accounting for 58 percent of annual inflows, while in the March quarter alone overseas orders contributed 67 percent of total inflows. The consolidated order book reached an all time high of ₹7.4 lakh crore as of March end marking a 28 percent increase over the previous year and providing strong multi year revenue visibility. Management has recommended a final dividend of ₹38 per equity share reflecting confidence in cash flow generation and balance sheet strength. 3 FY27 Outlook Signals Stable Margins And Growth Pipeline Looking ahead management has guided for revenue growth of 10 to 12 percent in FY27 with margins expected to remain stable around 8.3 percent. Order inflows are projected to rise another 10 to 12 percent supported by a prospective project pipeline valued at ₹17 to 18 lakh crore. Of this infrastructure opportunities alone account for ₹9 lakh crore signaling sustained demand in core sectors. The infrastructure projects business reported 15 percent growth in annual order inflows backed by wins in renewables transmission and heavy civil infrastructure. The energy projects segment emerged as a standout performer with order inflows surging 56 percent driven by strong demand in hydrocarbons and low carbon solutions. The company also executed marquee projects including the Navi Mumbai International Airport Phase one and major hydrocarbon developments in West Asia. Continued expansion in digital capabilities semiconductor initiatives and data centre capacity further strengthens its diversified growth platform. Follow for more updates x.com/@anandnst Conclusion L And T Builds Strong Order Book And Execution Momentum For Sustainable Long Term Growth #LarsenAndToubro #LandT #InfrastructureIndia #EngineeringSector #FY26Results #Q4Results #OrderBook #RevenueGrowth #IndianStockMarket #ConstructionIndustry #EnergyProjects #Hydrocarbon #RenewableEnergy #GlobalProjects #InternationalOrders #DividendAnnouncement #StockMarketIndia #CorporateEarnings #BusinessNews #GrowthStory #InvestingIndia #EquityInvesting #LongTermInvesting #WealthCreation #DalalStreet #NSE #BSE #MarketUpdates #FinancialPerformance #IndustrialGrowth #InfrastructureProjects #MakeInIndia #CapitalGoods #ProjectExecution #EconomicGrowth #IndiaGrowth #OrderInflows #FutureOutlook #StockAnalysis #FundamentalAnalysis #InvestmentIdeas #PortfolioBuilding #MarketInsights #BusinessExpansion #CoreOperations #SustainableGrowth #MegaProjects #DigitalTransformation #Semiconductor

#WATCH | Data centre orders at ₹200 cr: How big can this segment get for Thermax and what does it mean for its product mix? Ashish Bhandari of Thermax Group highlights strong order inflows and rising global demand, with data centres driving growth through energy-efficient cooling. Focus now shifts to execution-led margin improvement in Q4, backed by a stronger backlog and overseas wins Full segment: youtu.be/6Q331fLu2i0?si=ZPcO… #Thermax #OrderInflows #GlobalDemand #DataCentreGrowth #EnergyEfficiency #CoolingSolutions @Thermaxglobal @hershsayta @sajeetkm

DEE Development Engineers Ltd reports cumulative order inflow of ₹598 Cr for FY 2025-26. ✅ Strong order book growth signals robust business momentum. ✅ Reinforcing the company’s position in engineering and infrastructure solutions. #DEEDevelopmentEngineers #OrderInflows #Engineering #Infrastructure #BusinessGrowth #FY2025_26 #CorporateUpdates #IndianIndustry

STOCK IN FOCUS L&T L&T Q3 Concall Highlights: - Infra business strengthening in the Middle East - Optimistic about continued domestic order inflows - Retains 15% revenue growth guidance for FY25 - Maintains 10% YoY order inflow growth guidance #LT #Q3Results #InfraBusiness #RevenueGrowth #OrderInflows #StockMarket #Investing #L&T

🚀 Astra Microwave Products Ltd ✅ Large order inflows recently approved by cabinet committee (~21,800 crore rupees) ✅ Compressed timeframes for order approvals show government intent ✅ Significant indigenization expected (60% ) creating opportunities for domestic industry ✅ Astra likely to play role in both radar and EW segments ✅ On track to meet/exceed order book target of 1200-1300 crore for the year ✅ New segments like space opening up "dramatic" opportunities ✅ Collaborations happening with other competent Indian companies ✅ Potential for "mega opportunities which can dwarf traditional business" ✅ Management very optimistic on long-term prospects and growth potential ✅ Emphasis on new opportunities beyond traditional business ✅ Expectation of margins improving as domestic component increases ⚠️ But, Watch Out For: ❎ No significant negative views expressed 📊 Guidance: 🎯 Expect to meet/exceed revenue guidance of 1000-1100 crore 🎯 Order book target of 1200 crore for the year 🎯 Long-term profit projection: Would be "surprised" if they don't reach 400-500 crore net profit by 2028 #BusinessDevelopment #AstraMicrowave #OrderInflows #Indigenization #GrowthProspects

🚀 Ceigall India Q2 Management Commentary: ✅ Already achieved 4,000 CR in order inflows out of 5,000 CR target ✅ Won major projects: 2,500 CR from NHAI, 900 CR Odisha metro project ✅ Bid for 14,000 CR worth of projects so far ✅ Planning to bid for another 15-20,000 CR projects ✅ Maintaining 14.5-15.5% EBITDA margins ✅ Won arbitration award of 54 CR recently ✅ Present in 14 states across 11 verticals, providing diversification ✅ Reduced debt by 62% (413 CR) using IPO proceeds ✅ Received AA- rating from India Ratings ⚠️ But, Watch Out For: ❎ First half of the year was a "complete washout" for order inflows 📊 Guidance: 🎯 Full year order inflow target: 5,000 CR 🎯 Targeting 2-3,000 CR more orders this fiscal year 🎯 Aiming to maintain "two-digit" EBITDA margin of 14.5-15.5% 🎯 12.5-13.5% EBITDA from EPC business 🎯 Current debt stands around 300 CR #CeigallIndia #FinancialReview #ManagementInsights #OrderInflows #GrowthProspects

📉 SW Solar Update: New Orders: Down 6% QoQ to ₹2,044 crore, and down 23% YoY. The company notes that new order inflows are lumpy, influenced by cyclicality and seasonality. Navigating market fluctuations while focusing on long-term growth! #SWSolar #OrderInflows #RenewableEnergy

#AatmanirbharDefence Takes the Spotlight! We’re thrilled to announce that #BEL has joined the prestigious #Nifty50 club! With significant order inflows lined up, BEL is all set for a remarkable year ahead. #Nifty50 #StockMarketNews #OrderInflows #BharatElectronics