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Larsen & Toubro (LT) investor relations material
Larsen & Toubro Q1 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 25/26 earnings summary29 Jul, 2025
Executive summary
Q1 FY26 saw robust growth with order inflow up 33% year-over-year to ₹945 billion, revenue up 16% to ₹637 billion, and PAT up 30% to ₹36 billion, supported by a resilient Indian economy and stable macro conditions.
Order book reached ₹6.13 trillion, up 25% year-over-year, with international orders comprising up to 52%.
Strategic moves included the split of the Hydrocarbon segment, new green energy initiatives, and winning India's largest green hydrogen supply tender.
Issued India's first ESG bond under SEBI's new framework and listed it on NSE, committing to ambitious sustainability targets.
New-age businesses in semiconductors, data centers, green energy, and digital platforms are expected to contribute meaningfully over the next five years.
Financial highlights
Group order inflows for Q1 grew 33% year-over-year to ₹945 billion; projects and manufacturing inflows up 41%.
Group revenues for Q1 reached ₹637 billion, a 16% year-over-year increase; Products and Manufacturing revenues up 19%.
Reported PAT for Q1 was ₹36 billion, up 30% year-over-year, with net profit margin at 6.78%.
Group EBITDA margin at 9.9% (down 30 bps year-over-year); Projects and Manufacturing margin stable at 7.6%.
Cash flow from operations (excluding Financial Services) improved to ₹62 billion from negative in Q1 FY25.
Outlook and guidance
Guidance for FY26 unchanged: order inflows and revenues expected to grow 10–15%; net working capital to revenue targeted at 12%.
Prospect pipeline for the next nine months stands at up to ₹15 trillion, up 63% year-over-year, led by Infrastructure and Hydrocarbon.
Management remains focused on executing the large order book and scaling new businesses amid resilient domestic economic conditions.
Domestic growth is supported by strong balance sheets, policy stability, and digitalization; RBI's 50 bps repo rate cut and favorable monsoon expected to aid momentum.
Global economic activity remains subdued and fragmented due to geopolitical and policy uncertainties.
Assess impact of new businesses on Lakshya'26.
Explain EBITDA margin variation in Energy Projects.
How does RBI rate cut aid growth momentum?
ESG bond's financial terms and targets
Why NWC guidance maintained despite Q1 gains?
Private sector CapEx drivers and outlook?
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Next Larsen & Toubro earnings date
Q2 202629 Oct, 2025
Next Larsen & Toubro earnings date
Q2 202629 Oct, 2025
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Larsen & Toubro Limited is an India-based conglomerate engaged in engineering, construction, manufacturing, and technology services. The company operates through various segments including infrastructure, energy, defense, heavy engineering, and IT services. It serves clients in domestic and international markets. Larsen & Toubro Limited is headquartered in Mumbai, India, and its shares are listed on the NSE.
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