Investor Presentation - Q2/H1 FY22
India's current decade of inclusive growth
Last Decade
The Clean up & Reforms
Journey
• Demonetization
• GST
• IBC
• RERA
• Labour Reforms
• Ease of Doing Business
Overlap Period
Current Decade
Profitable
Growth
The Booster Dose
India's "Make" Decade
could witness..
Higher Cash
Sustainability
L&T's
Generation
Focus
Areas
• Direct Tax cuts
• PLI scheme
• Fiscal / Monetary push
• NIP / NMP
• Gati Shakti
Capex Resurgence
"Manufacturing" &
"
Exports"
• The comeback of Indian
consumer
•
Digital Infrastructure
Newer
Businesses
Improved
Return Ratios
Risks
• Cleaner India -
Renewables, Green H₂
Inflation
Geopolitical
Dynamics
Supply Chain
Disruptions
Return of virus
EPC PROJECTS | HI-TECH MANUFACTURING | SERVICES
L&T's MOAT
Group well positioned to capture "growth upcycle"
Healthy Order Book
Strong Balance Sheet
Capability Spectrum
International Presence
Growing IT&TS services portfolio to balance cyclicality
LARSEN & TOUBRO 38View entire presentation