Buy, Sell Or Hold: L&T, Infosys, HAL, Bajaj Housing And Laurus Labs— Ask Profit
Larsen & Toubro left its position unchanged in a defence development.
21 Sept 2026 · NDTV Profit
Market experts shared their insights on key stocks such as L&T, Infosys, HAL, Bajaj Housing and Laurus Labs.
The analysis
Against that, the stock is -2.2% on the day at ₹3,688.10, and has returned -7.5% over three months. It sits 16% below its 52-week high. The infrastructure sector has moved -14.3% over the same period, so Larsen & Toubro is running 6.9 points ahead of its peers.
For Larsen & Toubro, the question is how much of this is already reflected in the price and how much re-rates the infrastructure peer set alongside it.
Why it matters
- Defence orders carry long execution tails and policy tailwinds, which the market values for their visibility.
Market context
- The company directly in focus is LT.
- Sector exposure: Infrastructure, IT.
In this story
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