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LTTS

Blueprint for Big Returns — When Concrete, Steel, and Strategy Meet

One that maps a 10-lane expressway in India, an LNG facility in Qatar, a metro line in Dhaka, and an offshore wind platform in the Gulf. Now imagine that blueprint is being executed simultaneously. That’s Larsen & Toubro (L&T) in Q4 FY25. L&T

didn’t just build infrastructure this quarter — it built momentum. 📈 Profit surged 25% YoY to ₹5,497 crore, lifted by an expanding global order book and an operational rebound. 💰 Revenue? ₹74,392 crore, up 11% YoY. 🚀 Sequential jump? A whopping 63.6% from Q3. But this isn’t just a quarter of good luck — it’s the result of long-laid foundations. L&T booked ₹89,613 crore in new orders, a 24% YoY rise. But here’s the twist: 70% of those came from international markets. This isn’t just Make in India — it’s Build for the World. 💼 Their total order book now stands at ₹5.79 lakh crore, a 22% YoY rise. That’s not just backlog — it’s future visibility, secured. Segment highlights? 🏗️ Infrastructure orders rose 21% YoY — fueled by India’s rail, roads, and metro push. ⚡ Energy EPC orders grew 19%, with Q4 seeing a 100%+ jump thanks to a mega deal with Qatar Energy. Even the books speak of discipline: L&T logged an exceptional gain of ₹475 crore from reversing impairment in its steel-forging JV—a reminder that resilience is often hidden in boring balance sheet lines. And yes, shareholders didn’t go home empty-handed — a ₹34 per share dividend was announced for FY25. ✅ What You Can Do (For Learning Only): Learn how large EPC firms use order book strength as earnings visibility Track international vs domestic exposure for margin & risk insight Watch for infra policy, oil capex trends, and project execution ratios 💡Learning Takeaway: L&T’s results show how scale, execution, and global diversification drive compounding returns in infrastructure-led businesses.