JSW Steel ka Mega Order L&T ke Haath!
Toh hua yun ki L&T ke Minerals & Metals wale hisse ko JSW Steel se ekdum zabardast deal mili hai. Yeh order JSW Steel ke 50 MTPA se zyada crude steel capacity banane ke plan ka ek bada hissa hai. Is deal mein L&T blast furnaces aur steel melt shops ke liye engineering, procurement, aur installation ka kaam karegi, JSW ke Ballari aur Paradip sites par. Yeh L&T ke liye career ka sabse bada domestic metals order hai, yaar!
Profit Drop Ne Kiya Stock Ko Pareshaan
Abhi jaisa short description mein bataya, L&T ka Net Profit Q4 FY26 mein 3% gir kar ₹5,326 crore ho gaya. Pichhle saal ki comparison thodi down lagi kyuki usme ₹475 crore ka exceptional gain tha. Lekin company ka revenue 11% badhkar ₹82,762 crore ho gaya aur EBITDA bhi 5% badhkar ₹8,610 crore raha. Is sabke bawajood, stock Wednesday ko 3% gir gaya. Market ne shayad immediate earnings pe zyada focus kiya.
Order Book Toh All-Time High Pe Hai!
Par sabse solid baat yeh hai ki L&T ka consolidated order book ₹7,40,327 crore ke record level pe pahunch gaya hai March 31, 2026 tak. Yeh pichhle saal se 28% zyada hai, aur ismein se 52% orders international markets se hain. Iska matlab L&T ke paas future mein kaam ki koi kami nahi hai.
Aage Kya Plans Hain L&T Ke?
L&T ab apna 'Lakshya'31' strategy launch kar raha hai, jiska goal hai 10–12% annual order inflow growth aur 12–15% annual revenue growth 2031 tak. Woh AI, green energy, data centres, aur semiconductor technologies jaisi nayi opportunities pe bhi nazar rakhe hue hain. India ke infrastructure sector mein growth kaafi achhi chal rahi hai, jiska fayda L&T ko mil sakta hai. Analysts bhi mostly positive hain aur price targets achhe upside dikha rahe hain. Haan, inflation aur competition toh challenges hain hi.
