基本信息
文件名称：【Bernstein-2025研报】Larsen & Toubro有限公司（LT）：L&T三大领域——中东、印度国防和印度电力.pdf
文件大小：873.39 KB
总页数：18 页
更新时间：2025-05-21
总字数：约8.64万字
文档摘要
19May2025
NikhilNigania
+912268421414
IndiaIndustrialsandInfrastructurenikhil.nigania@
LarsenToubroLtd
AmanJain
+912268421486
Ratingaman.jain@
Outperfor
PriceTarget
LT.IN3,922.00
INR
LT:Thebig3-Middle-East,IndiaDefense,andIndiaPower
a)IndiaDefense:Withnearlyeverybigincidentinthepast(Uri,Pulwamaetc.)therehas
CloseDate15May2025
beenabumpindefensespendinginsubsequentyears.Theimpactissuchthatthe1962
LT.INClosePrice(INR)3,618.20
warisevenconsideredakeycatalystforIndiadevelopingnuclearcapabilities;infactitledto
PriceTarget(