Larsen & Toubro : Rs 6.67 Lakh Crore Order Book and India's Biggest Infrastructure Bet

Описание: Larsen & Toubro has a Rs 6.67 lakh crore order book. Its FY25 revenue crossed Rs 2.55 lakh crore, up 16%. Order inflows in FY25 were the highest in the company's 87-year history. And yet — in most bull runs — L&T underperforms.
In this episode of India Business Insight, we examine why. We look at L&T not as a stock tip but as a strategic case study: how does a long-cycle industrial business create value differently from consumption or technology companies? Why does the order book matter more than quarterly EPS? What does the defence manufacturing transformation actually mean for the business? Is India in a genuine capex supercycle — or a government-spending story with structural limits?


We also examine what most coverage of L&T misses: the international pivot (46% of order book, 65% of Q2 FY26 inflows from international markets), the AI challenge facing LTIMindtree, and the specific risks that could slow the infrastructure investment thesis.


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Nothing in this video constitutes investment advice. For informational and educational purposes only.


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