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L&T Wins Hindalco, Tata Steel EPC Orders With Hindalco Smelter at Rs 2,500–5,000 Crore

Investors now look to the Oct. 29 results for clarity on backlog, revenue impact.

Overview

  • L&T disclosed an order from Hindalco to build a 180 KTPA aluminium smelter with a Gas Treatment Centre for a greenfield project in Odisha, valued in the Rs 2,500–5,000 crore range.
  • A separate contract from Tata Steel covers a 1 MTPA Coke Oven Battery 6 A/B at the company’s Jamshedpur plant.
  • The Minerals & Metals business will execute the projects with full EPC scope, including engineering, manufacturing, supply, construction and complete installation.
  • L&T highlighted a three-decade partnership with Hindalco and reported additional domestic orders for mining and material-handling equipment such as stacker reclaimers, wagon tipplers, crushers and surface miners.
  • L&T shares have gained 6.8% over the past month and 18.89% in six months, with Q2 FY26 earnings scheduled for October 29.