L&T Q4 revenue rises 11%; flags near-term pressure, guides 10-12% FY27 growth

L&T Q4 revenue rises 11%; flags near-term pressure, guides 10-12% FY27 growth


Larsen & Toubro reported a mixed set of Q4 results on May 5, with steady revenue growth but earnings falling short of Street expectations amid margin pressures and a high base.

For the March quarter, consolidated net profit stood at ₹5,326 crore, marginally lower than ₹5,497 crore a year ago, reflecting a 3.1% decline. The dip was largely due to an exceptional gain of ₹475 crore recorded in the corresponding quarter last year. On a recurring basis, profit rose 5% year-on-year to ₹5,289 crore.

Revenue for the quarter grew 11.3% to ₹82,762 crore from ₹74,392 crore a year ago, driven by execution across segments. However, the topline, along with EBITDA of ₹8,610 crore and margins of 10.4%, came in below estimates, with margins contracting from 11% last year.

The board recommended a final dividend of ₹38 per share for FY26, higher than ₹34 declared last year, subject to shareholder approval. It also approved the appointment of P. Ramakrishnan as Chief Financial Officer, effective July 1, 2026.

A key highlight remained the order book, which surged to an all-time high of ₹7.4 lakh crore as of March-end, up 28% year-on-year, with international orders accounting for 52% of the total.

Chairman and Managing Director S N Subrahmanyan said the company closed FY26 on a strong footing, with annual order inflows crossing ₹4 lakh crore. He added that L&T has largely met its Lakshya’26 targets and will now embark on its next strategic roadmap, Lakshya’31, with a focus on AI, digital technologies, green energy, and semiconductors.

Also Read: L&T wins ‘large’ order for coal-to ammonia-nitrate project in Odisha from Coal India JVL&T FY27 Guidance

Metric Guidance (FY27)
Revenue Growth (Topline) 10–12%
Margins ~8.3% (similar to FY26)
Order Inflows 10–12% growth (on high base)
Near-term Outlook Q1 & Q2 likely to see disruptions due to delayed shipments

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On the macro outlook, the company highlighted resilience in the Indian economy, supported by public capital expenditure and improving private investments, even as global conditions remain uncertain due to geopolitical tensions.

L&T said it remains focused on execution, cost discipline and capital allocation, leveraging its diversified portfolio and robust order book to sustain growth in a complex global environment.



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