L&T’s confidence on order inflow comforts, but strong finish to FY26 hinges on execution

Larsen & Toubro’s (L&T) strong order-winning streak stood out as the key positive takeaway from its December quarter (Q3FY26) results. Order inflows in its core projects and manufacturing business rose 18% year-on-year to ₹1.16 trillion in Q3FY26 despite a high base last year. The better-than-expected improvement in orders was led by the infrastructure segment, which…

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L&T Q3 results: Net profit drops 4% YoY to ₹3,215 crore; revenue rises 10% — Details here

L&T Q3 results: India’s largest infrastructure and construction firm, Larsen & Toubro, announced its October to December quarter results for the financial year ending 2025-26 on Wednesday, 28 January 2026. The company’s net profit dropped more than 4% to ₹3,215 crore in the third quarter, compared year-on-year (YoY) with ₹3,359 crore in the same period…

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Four infra stocks showing technical promise amid capex hopes

Historically, infrastructure has remained a budget favourite, and expectations this year point towards another meaningful push that could set the tone for stocks linked to roads, railways, construction, and cement. Market expectations currently center on a 10-15% increase in capital expenditure, reinforcing the long-term intent outlined in the National Infrastructure Pipeline. Roads, railways, urban infrastructure,…

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