'
Larsen & Toubro hosted a
conference call on Oct 29, 2025. In the conference call the company was
represented by Subramanian Sarma, Deputy Managing Director and P Ramakrishnan,
Head IR.
Key takeaways of the call
Guidance for FY26 – Confident of
exceeding the 10% growth guided for OI as it see robust prospects and well
placed to bag ultra mega orders. Maintains revenue growth guidance of 15% as it
sees strong revenue visibility in H2FY26. Confident of achieving P&M business
EBITDA margin of 8.5% for FY26
Consolidated order book of the
group as on September 30, 2025, was at Rs 667047 crore, 31%Yoy growth and a
growth of 15% over March 2025. Of the order book the share of international
orders was 49%. The infrastructure order
book was Rs 394706 crore (International order share is 43%); Energy was Rs
214496 crore (international order share 71%) and Hi-Tech Manufacturing Rs 39064
crore (Int...
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