Q1-FY26 · Q4 FY25
Order inflow growth of 10% for FY25
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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LT / Q1-FY26 / promises
Measure what management said.
Larsen & Toubro · A quarter-by-quarter view of forward statements and whether delivery is visible yet.
Research layer active
ConCallIQ research layer
Signal, with the source still visible.
Use the controls below to narrow the view, then follow the evidence into the next layer of context.
Management delivery ledger
Promises over time.
Q1-FY26 · Q4 FY25
Revenue growth of 15% for FY25
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q1-FY26 · Q4 FY25
P&M margin target of 8.2-8.25% for FY25
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q2-FY24 · Q1 FY24
Order inflow growth of 10-12% for FY24
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q2-FY24 · Q1 FY24
Revenue growth of 12-15% for FY24
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q2-FY24 · Q1 FY24
NWC to revenue ratio of 16-18% for FY24
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q2-FY25 · Q1 FY25
Order inflow growth of 10% for FY25
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q2-FY25 · Q1 FY25
P&M margin target of 8.2-8.25% for FY25
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q2-FY25 · Q1 FY25
Group revenue growth of 15% for FY25
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q3-FY24 · Q2 FY24
Order inflow and revenue to outperform initial guidance
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q3-FY24 · Q2 FY24
NWC to sales ratio guidance unchanged at 16%-18%
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q3-FY25 · Q2 FY25
Group order inflow growth of 10% for FY25
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q3-FY25 · Q2 FY25
Group revenue growth of 15% for FY25
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q3-FY25 · Q2 FY25
P&M portfolio margin around 8.2-8.25% for FY25
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q3-FY25 · Q2 FY25
Net working capital to revenue target of ~15% by March 2025
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q3-FY26 · Q2 FY26
FY26 order inflow growth to exceed 10% guidance
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q3-FY26 · Q2 FY26
FY26 revenue growth guidance maintained at 15%
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q3-FY26 · Q2 FY26
FY26 P&M EBITDA margin target of 8.5%
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q3-FY26 · Q2 FY26
FY26 working capital guidance unchanged at ~12%
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q4-FY24 · Q3 FY24
Order inflow growth of 20%+ for FY24
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q4-FY24 · Q3 FY24
Revenue growth in high-teens for FY24
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q4-FY24 · Q3 FY24
P&M EBITDA margin band of 8.25%-8.5% for FY24
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q4-FY24 · Q3 FY24
NWC to sales ratio around 16.6% (±30bps) for FY24
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q4-FY25 · Q3 FY25
Revenue growth to exceed 15% for FY25
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q4-FY25 · Q3 FY25
Order inflow growth to surpass 10% for FY25
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q4-FY25 · Q3 FY25
P&M EBITDA margin guidance maintained at 8.2% for FY25
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q4-FY25 · Q3 FY25
Net working capital to revenue to remain around 12.7% by March 2025
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q4-FY26 · Q3 FY26
FY26 revenue growth guidance of 15% retained
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q4-FY26 · Q3 FY26
Projects & manufacturing margin target of 8.5% for FY26
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q4-FY26 · Q3 FY26
Revised net working capital to sales target of ~10% for FY26
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
heuristic_v1
Q4-FY26 · Q3 FY26
Order inflow guidance to be exceeded
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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