West Asia war disruptions set to weigh on L&T Q1FY27 execution as brokerages forecast flat revenue
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Ahead of L&T's Q1FY27 results, broker previews point to broadly flat revenue and slightly weaker EBITDA as West Asia conflict-related execution delays, supply-chain bottlenecks, and higher input/insurance costs weigh on overseas EPC projects. With West Asia comprising ~33% of revenue and ~37% of backlog, disruptions remain a key swing factor. As these risks were previously flagged, the update is largely confirmatory rather than new information.
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Larsen & Toubro (L&T) is set to report Q1FY27 results, with brokerages expecting flat revenue and a slight year-on-year dip in EBITDA. Analysts say execution delays on overseas EPC projects, driven by the West Asia conflict, are the main drag. West Asia contributes 33% of L&T’s revenue and 37% of its order backlog, while supply-chain bottlenecks and higher insurance costs are also pressuring projects. Despite the softer quarter, analysts have largely maintained “Buy” ratings and view the weakness as a known risk playing out rather than a new development.
