L&T Stock: West Asia tension ka dar? Company ka **95%** kaam normal, Analysts ka 'Strong Buy' rating!

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AuthorKavya Nair|Published at:
L&T Stock: West Asia tension ka dar? Company ka **95%** kaam normal, Analysts ka 'Strong Buy' rating!
Overview

Middle East mein tension badh rahi hai na, isliye L&T ka stock thoda neeche gira hai. Lekin company ne clear kar diya hai ki unke **95%** West Asia sites normal chal rahe hain, tension wali baat nahi hai. Analysts bhi confident hain ki sab theek hai.

Arre bhaiyo, sabse pehle yeh suno! West Asia mein jo tensions badh rahi hain, uski wajah se Larsen & Toubro (L&T) ka share price lagbhag 20% gir gaya hai February 27, 2026 ke baad se. Ab market ko lag raha hai ki L&T ka kaam ruk jayega, par company khud bol rahi hai ki chinta ki koi baat nahi hai!

Unka kehna hai ki West Asia mein unke 100 se bhi zyada project sites hain, aur usmein se sirf 5% sites ko hi voluntarily pause kiya gaya hai, woh bhi sirf conflict zones ke bilkul paas wale. L&T ke Deputy MD ne confirm kiya hai ki core operations practically unaffected hain, aur invoicing aur payments bhi track par chal rahe hain. Yeh bahut important hai, kyunki West Asia L&T ki total revenue ka lagbhag ek-tihaai (33%) hissa aur ₹7.33 trillion ke order backlog ka 37% provide karta hai. Abhi share price lagbhag ₹3,434.80 chal raha hai.

Brokerage firms bhi L&T ke future ko lekar kaafi positive hain. Paanch Wall Street analysts ne 'Strong Buy' rating di hai aur average 12-month price target ₹4,703.00 rakha hai, matlab current prices se 36% tak ka upside mil sakta hai. Yeh confidence L&T ke massive order backlog, different business segments aur Saudi Aramco jaise bade clients ke saath long-term agreements se aa raha hai. Competition kaafi hai, jismein Afcons, Shapoorji Pallonji jaise Indian players bhi hain aur is region mein infra boom chal raha hai jiska value $235 billion hai.

Lekin haan, kuch risks toh hain. Agar conflict bahut long ho gaya, say 3-4 mahine se zyada, toh logistics aur supply chain mein dikkatein aa sakti hain, projects delay ho sakte hain aur profit margins bhi affect ho sakte hain. Global supply chain ki problem bhi bani hui hai. L&T ne three-to-four-month ka inventory buffer rakha hai, par phir bhi yeh ek concern reh sakta hai.

Par company future ke liye bhi taiyar hai! L&T clean energy areas jaise renewable energy, nuclear power mein investment kar raha hai. Southeast Asia aur Africa mein bhi expansion ki planning hai. Company ko lagta hai ki yeh West Asia crisis energy diversification ko aur badhayega, jisse unke liye naye business opportunities khulengi. Aur India mein bhi infrastructure projects par government kaafi kharch kar rahi hai, jisse domestic business bhi grow karega.

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