Q4 2025 Larsen and Toubro Ltd Earnings Call Transcript

May 8, 2025 / 10:59 AM GMT

Release Date Price: €34.2 (+0.88%)

Transcript

Key Points

Positve

Larsen & Toubro Ltd (LTOUF) reported a strong growth in group order inflows for FY25, with an 18% year-on-year increase, reaching INR 3,566 billion.
The company's order book stands at a record INR 5,791 billion, providing multi-year revenue visibility.
The group's net working capital improved to 11% of revenue, marking the best performance in the last decade.
Larsen & Toubro Ltd (LTOUF) has a robust prospects pipeline of INR 19 trillion for FY26, indicating strong future growth potential.
The company achieved a 25% increase in consolidated PAT for Q4 FY25, reflecting improved activity levels and treasury operations.

Negative

The IT and technology services segment reported subdued growth due to the global macroeconomic environment impacting IT spending.
The energy segment's margin declined to 8.1% in Q4 FY25 from 11.4% in the previous year, partly due to the absence of favorable claim settlements.
Domestic order inflows showed weaker growth compared to international orders, with domestic prospects remaining relatively flat.
The Hyderabad Metro project continues to face challenges, with operational losses and a need for refinancing to improve financial performance.
The company faces execution challenges in water projects due to right-of-way issues and state budget constraints, impacting net working capital levels.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

LART.NS - Larsen and Toubro Ltd
Q4 2025 Larsen and Toubro Ltd Earnings Call
May 08, 2025 / NTS GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Q4 FI 25 earnings conference call hosted by Larsson and Truro Limited.

As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing, then 0 on your phone.

I now hand the conference over the person of the Ramakrishnan from La Carson and Toro.

Thank you and over to Mr. Ramakrishnan.

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Unidentified_2 [2]
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