L&T Share Price Rises 11% in 2 Weeks: What's Driving the Rally?

Written by: Team Angel OneUpdated on: 25 Jun 2026, 9:43 pm IST
L&T share price hit a 4-month high, rising 11% in 2 weeks. Strong order inflows and infrastructure demand are boosting sentiment.
L&T Share Price
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Larsen & Toubro (L&T) share price continued their upward momentum on June 25, rising nearly 2% during intraday trading to touch a 4-month high of ₹4,271. The stock has gained around 11% over the last 2 weeks and has recovered nearly 30% from its 52-week low recorded in March 2026.

L&T Shares Hit 4-Month High

The stock touched its highest level since February 27, 2026, supported by a strong business outlook and positive investor sentiment. L&T's share price has rebounded significantly from its 52-week low of ₹3,288.65 and is now moving closer to its 52-week high of ₹4,440.

What's Fueling the Rally in L&T Share Price?

Several factors have contributed to the recent rise in L&T shares:

Strong Order Inflows

L&T reported record order inflows of ₹4.36 lakh crore during FY26, marking a growth of 22.1% compared to the previous year. The company benefited from robust infrastructure spending in India and strong investment activity across West Asia.

International orders accounted for 58% of total order inflows, reflecting the company's growing global presence.

Decline in Crude Oil Prices

Lower crude oil prices have improved sentiment for businesses operating in infrastructure and energy-related sectors. Brent crude has eased to around $73 per barrel, reducing concerns over inflation and economic uncertainty.

Strong Presence in West Asia

L&T has significant exposure to West Asia through its hydrocarbon, power transmission and distribution, renewable energy, and urban infrastructure businesses. Continued investment activity in the region is expected to support future growth.

Growth Opportunities Ahead

According to the company's management, demand remains strong across multiple sectors, including:

  • Infrastructure
  • Hydrocarbon projects
  • Renewable energy
  • Power transmission and distribution
  • Water treatment
  • Industrial manufacturing

The company also sees opportunities emerging from India's focus on sustainability, manufacturing expansion, and advanced technologies.

Nuclear Energy Opportunity

The recently passed SHANTI Act is expected to encourage investments in small modular nuclear reactors. L&T could benefit from this trend due to its long-standing expertise in manufacturing critical equipment for the nuclear sector.

Domestic Market Remains a Key Strength

India contributes nearly half of L&T's order book, providing stability amid global uncertainties. Continued government spending on infrastructure and rising private-sector investments are expected to support long-term growth.

The company believes India's push toward becoming a global manufacturing and innovation hub by 2047 will create new business opportunities across multiple industries.

Read MoreSterlite Technologies Share Price Hits 5% Upper Circuit as Subsidiary Announces Supply Agreement Valued Over $1 Billion

Expansion Plans

L&T has announced capital expenditure plans worth ₹42,400 crore by FY31. Investments will be focused on:

  • Green hydrogen
  • Data centres
  • Industrial electronics
  • Hydrocarbons
  • Real estate

These investments are expected to support the company's long-term growth strategy.

Conclusion

L&T's recent rally has been driven by strong order inflows, lower crude oil prices, healthy infrastructure spending, and positive growth expectations. 

For daily market updates and regular stock market news in Hindi, stay tuned to Angel One's share market news in Hindi.

Disclaimer: This blog has been written exclusively for educational purposes. The securities or companies mentioned are only examples and not recommendations. This does not constitute a personal recommendation or investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions. 

Investments in the securities market are subject to market risks. Read all the related documents carefully before investing.

Published on: Jun 25, 2026, 4:10 PM IST

Team Angel One

Team Angel One is a group of experienced financial writers that deliver insightful articles on the stock market, IPO, economy, personal finance, commodities and related categories.

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