L&T Share Price: Record Order Book Ne Machaya Dhamal, Analyst Ne Target Badha Kar Kiya ₹4600 Paar!

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Overview

L&T ke investors ke liye khush khabar hai! Company ne Q3 FY26 mein revenue toh **10%** badha kar **₹71,450 crore** kar diya, lekin profit thoda **4%** gir kar **₹3,215 crore** pe aa gaya, mainly **₹1,191 crore** ke one-time provision ki wajah se. Sabse badi baat, company ne record **₹1.35 lakh crore** ke naye orders jeete hain!

Brokerage firm Motilal Oswal ne L&T par apna 'BUY' rating maintain rakha hai aur target price ko ₹4,500 se badha kar ₹4,600 kar diya hai. Ye decision company ke zabardast order book aur future potential ko dekh kar liya gaya hai, chahe quarterly profit mein thoda dip aaya ho.

Asal mein, L&T ne is quarter mein ₹1.35 lakh crore ke record-breaking order inflows secure kiye hain, jo sabse zyada hain. Isse company ka total consolidated order book ₹7.33 lakh crore tak pahunch gaya hai, jo aane wale samay ke liye revenue ki acchi visibility de raha hai. Prospect pipeline bhi ₹5.9 trillion tak pahunch gaya hai, matlab business badh raha hai.

Profit ₹3,215 crore raha, jo pichhle saal se 4% kam hai. Iska main reason tha naye labour codes ke liye ₹1,191 crore ka one-time provision. Lekin, revenue 10% badh kar ₹71,450 crore ho gaya hai, jo kaafi solid hai. Analysts expect kar rahe hain ki core E&C segment mein execution speed Q4 FY26 se aur tez hogi.

Motilal Oswal ne iske valuation ko adjust karte hue target ₹4,600 set kiya hai, jo company ke long-term potential par unka bharosa dikhata hai. India mein infrastructure sector ke liye bhi outlook kaafi positive lag raha hai, government ke spending aur budget expectations se L&T ko fayda ho sakta hai. Stock currently ₹3,933 ke aaspaas trade kar raha hai aur iski market cap lagbhag ₹5.37 lakh crore hai. P/E ratio 27x se 33x ke beech mein fluctuate ho raha hai.

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