L&T Power Play: Rs 5,000–10,000 Cr Transmission Orders Spark Fresh Momentum — Stock Jumps on Global Grid Expansion
Engineering and infrastructure giant Larsen & Toubro (L&T) witnessed strong buying interest in early trade after its Power Transmission & Distribution (PT&D) vertical secured a major batch of EPC orders valued between Rs. 5,000 crore and Rs. 10,000 crore. The fresh order inflow, spanning India and key Middle East markets, reinforces the company’s growing leadership in large-scale power infrastructure and grid modernisation projects.
L&T: Major Power Transmission Orders – India & Middle East
The company’s PT&D arm has bagged multiple engineering, procurement and construction (EPC) contracts focused on strengthening electricity grid systems both domestically and internationally. Classified under L&T’s “major order” category, these wins highlight the accelerating demand for high-capacity power transmission infrastructure amid rising energy transition investments.
In India, the company has secured a project involving the design, supply and construction of two 220 kV Gas Insulated Substations in the Durgapur–Raniganj–Asansol industrial corridor of West Bengal. The scope also includes advanced transmission line segments featuring high-performance conductors and multi-circuit towers. According to the company, these grid modernisation initiatives will help stabilise voltage profiles and enhance network reliability for industrial and infrastructure expansion in the region.
Global Expansion: Middle East Grid Projects
Beyond India, L&T’s PT&D vertical has won turnkey orders from utilities across three Middle Eastern countries. The projects involve construction of five substations along with over 250 km of transmission lines, with voltage capacities reaching up to 500 kV. One of the projects also includes installation of a 400 kV underground cable system — signalling the company’s growing expertise in high-voltage and complex grid infrastructure.
The company noted that rising energy demand, evolving energy mix dynamics and security-focused infrastructure investments are driving global grid spending, making transmission networks a high-tech priority for emerging and developed economies alike.
Order Momentum Continues
The latest announcement marks L&T’s second major order success within two days. Recently, two of its business verticals jointly secured a significant contract from the Department of Atomic Energy for the LIGO India Observatory project at Hingoli, Maharashtra. In L&T’s classification, significant orders typically range between Rs. 1,000 crore and Rs. 2,500 crore, underlining the strong order pipeline across sectors.
L&T Share Price Reaction
Following the fresh order wins, L&T shares rose nearly 2% in early trading, reflecting improved investor sentiment toward the company’s execution visibility and order inflow strength. Over the past month, the stock has gained more than 14%, while on a one-year basis it has delivered returns exceeding 34%, supported by strong capex trends and infrastructure demand.
Market View
With global investments shifting toward power infrastructure, energy security and grid modernisation, L&T’s expanding order book positions it as a key beneficiary of India’s capex cycle and Middle East energy transition projects. Sustained order momentum combined with execution visibility could keep the stock in focus among investors tracking infrastructure, power transmission and engineering sector growth themes.
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