Morgan Stanley has an overweight rating on the stock with an increased target price of Rs 1596 per share factoring in a rise in market multiple. The brokerage firm is impressed by L&T's step-up in execution in India, with domestic revenues (excluding services business) moving up 15 percent year-on-year.

L&T Q4 profit seen down 2%; FY17 guidance, order inflow key

After Q3 earnings, L&T guided order inflow as flat on yearly basis against previous guidance of 5-7 percent growth. So far till December 2015, the company had order inflow of Rs 93,500 crore and to meet full year guidance, it needs Rs 61,700 crore worth of orders, which is unlikely, feel experts, who expect Q4 order inflow at Rs 44,300 crore.

L&T rises 5%: What's the hurry to buy stock post Q3?

The street is very worried about order inflows and Middle East exposure. On both counts, L&T has delivered decent numbers in Q3. Further, it has broadly maintained guidance on revenues and margins.

L&T Q3 net seen up 21% to Rs 1050 cr, order inflow guidance key

Company's full year order inflow guidance is an important factor to watch out for. Analysts expect guidance to reduce further for the quarter against 5-7 percent increase expected by the company post Q2 earnings.

L&T Q2 revenue seen up 11%, exceptional gain may aid profit

Consolidated profit (excluding any exceptional income) is seen rising 9.5 percent year-on-year to Rs 944 crore and revenue is likely to increase 10.6 percent to Rs 23,409 crore, according to analysts polled by CNBC-TV18.

Why is it still best to buy L&T despite weak Q1?

Credit Suisse retains outperform rating. It is positive on execution pick-up from large backlog, large orders execution,weaker segments losing weight and margin support from operating leverage and commodities.

L&T order flows, revenue to pick up next 3 quarters: IDFC

Larsen revenue will improve once project execution accelerates, says Shirish Rane of IDFC

Short term –ve impact on L&T; H2FY16 to be better: Experts

The stock might be at negatively in opening trade but the fact that the overall sentiment is improving in terms of economic sentiments and given the fact that the order book continues to stay very strong, there will be a onetime reaction,” says Kunal Sheth of Prabhudas Liladher.

L&T Q1 profit seen up 4.5%, power biz may see improvement

Analysts see steady growth in services business and higher growth in developmental business. Power segment is expected to register some revival in earnings on the back of order inflows in FY15.

Improved Q1FY16 nos from cap goods, pvt bks seen: Edelweiss

In an interview to CNBC-TV18, Nischal Maheshwari of Edelweiss, says capital goods and private banks will post stronger numbers while metals and cement Q1 results would be a drag on the market.

Q1 earnings to be tepid; analysts pick best & worst sectors

Weak commodity prices, delayed capex recovery and soft rural demand are the key factors that will weigh on June quarter corporate earnings, says CRISIL Research.

L&T revenue miss reflects weakness in investment cycle: Pro

In an interview with CNBC-TV18‘s Sumaira Abidi and Pragya Bharadwaj, Morningstar‘s Piyush Jain and market expert Hemindra Hazari discussed L&T‘s fourth quarter earnings, which came in a tad below the street consensus.

Why are analysts betting on L&T despite poor Q3 nos?

Bank of America Merrill Lynch has a buy rating on the stock, suggesting to accumulate on dips. However, it expects L&T to register a 10 percent Y-o-Y decline in its Q4FY15 recurring PAT but says weak profits of Q4 will most likely be ignored by the street given potential of its robust guidance for FY16.

L&T capex cycle at cusp of take-off, buy on dips: Kotak Sec

Larsen and Toubro (L&T) disappointed street with the third quarter profit falling 14.6 percent year-on-year to Rs 1,060 crore on standalone basis, dented by lower operating income, higher depreciation and interest costs.

L&T's fresh order inflow number encouraging: Morningstar

Piyush Jain, equity research analyst, Morningstar India believes the fresh order inflow number is encouraging. But it needs to be seen whether the greenshoots are showing on the domestic side, he adds.

L&T Q3 net seen up 1%, hydrocarbon biz may post loss: Poll

Larsen and Toubro (L&T) is expected to report a 1.1 percent (year-on-year) decline in standalone profit at Rs 1,255 crore for Q3FY15, according to a CNBC-TV18 poll. Adjusted profit after tax may jump 10.4 percent.

L&T margins to improve in H2FY15; positive on co: Kotak

Sanjeev Zarbade of Kotak Securities says though L&T delivered a mixed set of numbers for the second quarter of FY15, he continues to recommend investors to buy the stock on every dip. He explains that any improvement in macros will provide positive cues for the company.

L&T Q2: Hydrocarbon loss disappointing, says analyst

Larsen & Toubro‘s second quarter earnings were a mixed bag with revenues being ahead while hydrocarbon and metallurgical segments coming in as a disappointment, according to Morningstar India‘s equity research analyst Piyush Jain.

Vijaya Bank sees restructuring taper off from hereon

In an interview with CNBC-TV18‘s Reema Tendulkar and Sonia Shenoy, Kannan said, while discussing the bank‘s second quarter earnings, that net NPAs rose to 1.77 percent in the previous quarter to 1.88 percent, due to the failure of two restructured assets.

L&T Q2 profit seen up 12%, revenue may jump 11%: Poll

Net sales are seen going up by 10.9 percent to Rs 13,653 crore in the quarter ended September 2014 compared to Rs 12,308 crore in same quarter last year driven by the infrastructure segment.

Exit ABB now; L&T, Cummins look good: Networth Stock

The company‘s order backlog stood at Rs 7,666 crore by Q2-end.

Should you get excited about India Inc's Q1 performance?

A Kotak report said net profits of the BSE-30 Index grew 19.3 percent (YoY), marginally ahead of its estimate of 18.2 percent growth, while the EBITDA grew 31 percent (YoY) versus the expectation of 29.5 percent growth.

How did first quarter earnings look? 'Good but not great'

As the earnings season winds up and most of India‘s notable corporates have posted their quarterly results updates, net profits were slightly ahead of estimates, according to projections by brokerage firm Kotak, but there was “limited evidence of a meaningful upgrades to earnings”.

See L&T margins at 9-10%; buy on declines: Kotak Sec

According to Sanjeev Zarbade of Kotak Securities there is a slight concern that order inflow in Q4 could get deferred on account of national elections but on an overall bias the company has a canvas of around Rs 1 lakh order that could be awarded.

Cautious on L&T, Yes Bank; upbeat on Dabur, IT: HDFC Sec

On analysing Larsen and Toubro's Q3 numbers, Dipen Sheth of HDFC Securities was pleasantly surprised to see traction in the Indian revenues of the company. However, going forward he is cautious on the stock and would book profits in the stock if it reaches the levels of Rs 1150-1200.