Analysts have expressed strong support for Larsen & Toubro, with one firm issuing an "Outperform" rating and setting a target price of ₹3,891 per share. They highlighted the company's strong execution and working capital position, despite a decline in order inflow compared to the previous year. Management has maintained its guidance, indicating that execution and working capital will offset challenges related to margins and order inflow.

Another brokerage has also expressed confidence in Larsen & Toubro, issuing a "Buy" call with a target price of ₹4,100 per share. They noted that the company exceeded consensus expectations and presented a favorable risk-reward scenario. The FY25 order inflow growth guidance appears achievable, with order inflow surpassing estimates by 43%. Core margins stood at 7.6% in the first half of FY25, reflecting a year-on-year increase of 20 basis points, while management retained its conservative core EBITDA margin guidance.

In contrast, another firm has issued a "Hold" rating on Dabur India, indicating a more cautious outlook for the company given current market conditions.