Budget ka bada dhamaka, L&T khush!
Dekho, government ne jo naya budget pesh kiya hai na, usmein infrastructure par zabardast focus hai. Finance Minister ne announcement kiya hai ki FY27 mein ₹12.2 lakh crore ka capital expenditure (capex) hoga. Yeh pichhle saal se 9% zyada hai, matlab government sach mein bade-bade projects par paisa lagane wali hai.
Isse L&T ko kaise fayda?
Is bade capex plan ka seedha fayda L&T jaise companies ko hota hai, jo bade-bade bridges, roads, buildings wagera banati hain. Isi khabar ke chalte L&T ka share aaj 3% se zyada bhaga aur din mein ₹3,934.80 tak pahunch gaya. Pichhle do din se jo thodi giravat thi, woh bhi is budget announcement ne saaf kar di. Market mein ekdum positive vibe aa gayi hai infrastructure stocks ke liye. Stock ka traded value bhi ₹35,086 lakhs se zyada raha, matlab logon ka interest full hai.
Company ke numbers kya bolte hain?
Abhi haal mein jo Q3 FY26 results aaye the, usmein L&T ka consolidated profit ₹3,215 crore tha, jo pichhle saal se 4% kam tha. Isme ₹1,191 crore ka exceptional cost bhi tha. Lekin revenue dekho, woh 10.5% badhkar ₹71,449.70 crore ho gaya. Company ka P/E ratio lagbhag 27.65 hai aur market cap around ₹5.24 lakh crore (ya $57.16 billion USD) hai. Unka order book bhi ekdum bhara hua hai, ₹7.33 lakh crore se zyada ka kaam future mein milne wala hai. Yeh sab cheezein milakar experts ka kehna hai ki budget L&T ke liye kaafi faydemand hai.