LTF IN EQUITY
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| CUSTOMER | BASIS | EST ₹CR | RANGE | % REV | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| LTMLTM Ltd. | UNSTATED | 14,330 | 14,330–14,330 | 80.0% | — | 2026-10 | EST | 65% |
| “M/s. Deloitte Haskins & Sells Chartered Accountants LLP is the Statutory Auditors of LTM, was appointed on July 14, 2022.” AR DOC | ||||||||
| TVSMOTORTVS Motor Company Ltd. | UNSTATED | 6,171 | 6,171–6,171 | 34.5% | — | 2026-10 | EST | 75% |
| “Mr. Sankar serves as an Independent Director on the Boards of TVS Motor Company Limited, Oriental Hotels Limited, Kaveri Retreats and Resorts Limited and Trans…” AR DOC | ||||||||
| SIEMENSSiemens Ltd. | UNSTATED | 1,671 | 1,671–1,671 | 9.3% | — | 2026-10 | EST | 70% |
| “Excellence: LTTS Marks a Decade with Siemens On December 23, 2024, LTTS’ ten-year collaboration with Siemens Digital Industries Software (DISW) unveiled a new …” AR DOC | ||||||||
| BANKINDIABank of India | UNSTATED | — | — | — | — | 2024-04 | EST | 75% |
| “Post her retirement, Ms. Sundararajan serves on the Boards of leading companies including Delhivery, Info Edge, India’s National Bank of Infra Financing and De…” AR · +2 DOC | ||||||||
| Office | UNSTATED | — | — | — | — | FY25 | EST | 75% |
| “In respect of such services, the Company has received a penalty demand order from Additional Commissioner, CGST and C.EX., Palghar Commissionerate, Office of t…” AR p.333 · 31-MAR-25 DOC | ||||||||
| Others | UNSTATED | — | — | — | — | FY24 | EST | 75% |
| “Provide details of the following disclosures related to water, in the following format: Parameter FY 2024-25 (Current financial year) FY 2023-24 (Previous fina…” AR p.352 · 31-MAR-25 · +1 DOC | ||||||||
| Parties | UNSTATED | — | — | — | — | FY25 | EST | 75% |
| “PARTICULARS OF CONTRACTS OR ARRANGEMENTS WITH RELATED PARTIES The Board has approved the policy on transactions with related parties (“RPT Policy”), pursuant t…” AR p.391 · 31-MAR-25 · +1 DOC | ||||||||
| TORNTPOWERTorrent Power Ltd. | UNSTATED | — | — | — | — | 2026-10 | EST | 75% |
| “SO-IV Divestment of non-core businesses • Businesses divested During the year, L&T Power Development Limited (LTPDL), a wholly-owned subsidiary of the Company,…” AR DOC | ||||||||
| Australia | UNSTATED | — | — | — | CAPEX | 2026-10 | EST | 75% |
| “The business is also strengthening its global footprint, with supplies of equipment to markets across Africa, West Asia, Australia and Europe.” AR DOC | ||||||||
| BPCLBharat Petroleum Corporation Ltd. | UNSTATED | — | — | — | CAPEX | 2026-10 | EST | 75% |
| “Major Achievements Major Orders Won • An ultra-mega order was secured from QatarEnergy LNG for the Natural Gas Liquids-5 (NGL-5) Plant and associated facilitie…” AR DOC | ||||||||
| PETRONETPetronet LNG Ltd. | UNSTATED | — | — | — | CAPEX | 2026-10 | EST | 75% |
| “Major Achievements Major Orders Won • An ultra-mega order was secured from QatarEnergy LNG for the Natural Gas Liquids-5 (NGL-5) Plant and associated facilitie…” AR DOC | ||||||||
| IOCIndian Oil Corporation Ltd. | UNSTATED | — | — | — | CAPEX | 2026-10 | EST | 75% |
| “L&T’s advanced pressurised alkaline electrolyser 4 MW XL StackCorporate Overview Statutory Reports Integrated Report Management Discussion and Analysis Financi…” AR DOC | ||||||||
| Others | UNSTATED | — | — | — | CAPEX | 2026-10 | EST | 75% |
| “HCI: Heavy Civil Infrastructure, TI: Transportation Infrastructure, RENU: Renewables, LTEH-Offshore: L&T Energy Hydrocarbon-Offshore, B&F: Buildings & Factorie…” AR DOC | ||||||||
| DELHIVERYDelhivery Ltd. | UNSTATED | — | — | — | — | 2026-10 | EST | 75% |
| “Post her retirement, Ms. Sundararajan serves on the Boards of leading companies including Delhivery, Info Edge, India’s National Bank of Infra Financing and De…” AR DOC | ||||||||
| NAUKRIInfo Edge (India) Ltd. | UNSTATED | — | — | — | — | 2026-10 | EST | 75% |
| “Post her retirement, Ms. Sundararajan serves on the Boards of leading companies including Delhivery, Info Edge, India’s National Bank of Infra Financing and De…” AR DOC | ||||||||
| Karnataka | UNSTATED | — | — | — | — | FY25 | EST | 70% |
| “Direct Engagement and On-Ground Interactions The Chairman visited rural regions in Madurai in Tamil Nadu and Mysuru in Karnataka, to interact with customers an…” AR p.152 · 31-MAR-25 · +1 DOC | ||||||||
| Securities and Exchange Board of India | UNSTATED | — | — | — | — | FY25 | EST | 70% |
| “(e) The Securities and Exchange Board of India (Registrars to an Issue and Share Transfer Agents) Regulations, 1993 regarding the Companies Act and dealing wit…” AR p.396 · 31-MAR-25 · +2 DOC | ||||||||
| Maharashtra | UNSTATED | — | — | — | — | 2026-10 | EST | 70% |
| “Major Achievements Major Orders Won • Luxury high-rise residential development for multiple developers in Bengaluru, Mumbai and Gurgaon • Electronics manufactu…” AR DOC | ||||||||
| Uttar Pradesh | UNSTATED | — | — | — | — | 2026-10 | EST | 70% |
| “Major Achievements Major Orders Won • Luxury high-rise residential development for multiple developers in Bengaluru, Mumbai and Gurgaon • Electronics manufactu…” AR DOC | ||||||||
| Australia | UNSTATED | — | — | — | — | 2026-10 | EST | 70% |
| “Major Achievements Major Orders Won • Ultra-mega Offshore contract from Saudi Aramco for Zuluf Redevelopment PKG 1 & PKG 2 (CRPO 145-146) for the replacement o…” AR DOC | ||||||||
| Buyer | UNSTATED | — | — | — | — | 2026-10 | EST | 70% |
| “L&T-SuFin Mobile App and Buyer AppIntegrated Annual Report 2025-26 126 Data Center and Cloud Services Business Overview The Company’s Data Center and Cloud Ser…” AR DOC | ||||||||
| Authority. | UNSTATED | — | — | — | CAPEX | 2026-10 | EST | 70% |
| “L&T’s advanced pressurised alkaline electrolyser 4 MW XL StackCorporate Overview Statutory Reports Integrated Report Management Discussion and Analysis Financi…” AR DOC | ||||||||
| Maharashtra | UNSTATED | — | — | — | CAPEX | 2026-10 | EST | 70% |
| “4 Mumbai-Ahmedabad High-Speed Rail C-3 Package (between Shilphata and Zaroli village near Maharashtra-Gujarat border) – EPC project contract for construction o…” AR DOC | ||||||||
| Securities and Exchange Board of India | UNSTATED | — | — | — | CAPEX | 2026-10 | EST | 70% |
| “To consider and if thought fit, to pass the following resolution as an Ordinary Resolution: “RESOLVED THAT pursuant to Regulation 23(4) and other applicable pr…” AR DOC | ||||||||
| CDSLCentral Depository Services (India) Ltd. | UNSTATED | — | — | — | — | FY25 | EST | 60% |
| “(iii) Now enter the User ID a. For CDSL: 16 digits beneficiary ID b. For NSDL: 8 character DP ID followed by 8 digits client ID c. Members holding shares in ph…” AR p.693 · 31-MAR-25 · +2 DOC | ||||||||
| FY27 | UNSTATED | — | — | — | — | FY27 | EST | 60% |
| “Our Helios co-pilot for SME underwriting has significantly reduced the underwriting TAT for our SME clients, and we expect to improve this even further with de…” CONCALL p.5 · 31-MAY-26 DOC | ||||||||
| LTMLTM Ltd. | UNSTATED | — | — | — | SG&A | 2026-10 | EST | 60% |
| “Business Verticals LTM operates across a diversified set of industry verticals, providing resilience across economic cycles: Travel, Transport, Hospitality, Lo…” AR DOC | ||||||||
| LTMLTM Ltd. | UNSTATED | — | — | — | CAPEX | 2026-10 | EST | 60% |
| “Manufacturing LTM partners with customers across industrial, automotive, aerospace, EPC and process manufacturing industries to enable intelligent, autonomous …” AR DOC | ||||||||
| PCBLPCBL Chemical Ltd. | UNSTATED | — | — | — | — | 2026-10 | EST | 60% |
| “The PCBL offering has been specifically designed to address customer borrowing needs through more efficient capital structuring.” AR DOC | ||||||||
| SUPPLIER | BASIS | EST ₹CR | RANGE | % COST | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| Authority. | UNSTATED | — | — | — | — | FY25 | EST | 75% |
| “OTHER DISCLOSURES During the year under review, the Company has received an in-principle approval for appointment as User Agency and e-KYC User Agency, pending…” AR p.393 · 31-MAR-25 DOC | ||||||||
| COALINDIACoal India Ltd. | UNSTATED | — | — | — | COGS | 2026-10 | EST | 75% |
| “The plant sources its fuel from the subsidiaries of Coal India Limited (CIL) under a 20-year fuel supply agreement (FSA), with a total annual contracted quanti…” AR DOC | ||||||||
| CRISILCRISIL Ltd. | UNSTATED | — | — | — | — | 2026-10 | EST | 75% |
| “He has previously served on the board of leading companies such L&T Finance and has held leadership positions as Chairman of BDO India and Baker Tilly India.” AR DOC | ||||||||
| Office | UNSTATED | — | — | — | — | FY25 | EST | 70% |
| “Additionally, LTF has partnered with an authorised vendor to ensure 100% segregation and recycling of municipal waste collected from the Head Office.” AR p.314 · 31-MAR-25 DOC | ||||||||
| Deputy Commissioner of State Tax | UNSTATED | — | — | — | COGS | FY25 | EST | 70% |
| “2) Claim of Input Tax Credit on RC cancelled suppliers 3) Claim of Input Tax Credit on GSTR-3B non-filers 4) Claim of Input Tax Credit on GSTR-1 non-filers 5) …” AR p.331 · 31-MAR-25 DOC | ||||||||
| Others | UNSTATED | — | — | — | — | FY25 | EST | 70% |
| “Corporate Overview Statutory Reports Financial Statements L&T Finance523Notes f orming part of s tandalone nancial s tatements 40 Expenditure in foreign curr…” AR p.526 · 31-MAR-25 · +2 DOC | ||||||||
| Renewable Energy | UNSTATED | — | — | — | — | 2026-10 | EST | 70% |
| “Company-Wide Policies and Initiatives Implementation of Policy Initiatives Policy Initiatives • Health, Safety, and Environment (HSE) Policy • Social Accountab…” AR DOC | ||||||||
| ITCITC Ltd. | UNSTATED | — | — | — | COGS | FY25 | EST | 60% |
| “2) Claim of Input Tax Credit on RC cancelled suppliers 3) Claim of Input Tax Credit on GSTR-3B non-filers 4) Claim of Input Tax Credit on GSTR-1 non-filers 5) …” AR p.331 · 31-MAR-25 DOC | ||||||||
| SOURCE | READ | % | LAST READ |
|---|---|---|---|
| ANNUAL | 3/3 | 100% | 15-OCT-26 |
| CONCALL | 3/3 | 100% | 15-OCT-26 |
| RATINGS | 0/7 | 0% | — |
| SCREENER | 1/1 | 100% | 15-OCT-26 |
| SIGNAL | VALUE | AS OF | INPUTS |
|---|---|---|---|
| CUSTOMER HHI | 0.501 | 14-NOV-26 | Siemens Ltd. share 8% · LTM Ltd. share 65% · TVS Motor Company Ltd. share 28% |
| CUST MOM 1M | +9.2% | 14-NOV-26 | from 15-OCT-26 · Bank of India +18.2% w 0 · Siemens Ltd. -0.2% w 0 · Delhivery Ltd. +6.3% w 0 · TVS Motor Company Ltd. +11.8% w 1 · Indian Oil Corporation Ltd. +11.8% w 0 · PCBL Chemical Ltd. -8.5% w 0 |
| SUPP MOM 1M | +8.0% | 14-NOV-26 | from 15-OCT-26 · ITC Ltd. +8.0% |
| TOP 5 CUSTOMERS % REV | 37.4% | 15-OCT-26 | sentence In terms of project type, revenue from time and material contracts (as a % of total revenue) for the period ended March 31, 2025 stood at 61.1 % as against 62.6% for the year ended March 31, 2024 and revenue from fixed price contracts (as a % of total revenue) for the period ended March 31, 2025 stood at 38.9% as against 37.4% for the year ended March 31, 2024 Revenue from top 5 customers for the · documentId 3,683 |