Motilal Oswal has positive sentiments towards L&T, Cummins, and Siemens Energy within the capital goods sector, with BEL showing strength in defense. The sector's resilience amid geopolitical tensions is attributed to robust order books and favorable growth trends, causing optimism.

The Indian government's plan to build 100 airports and 200 helipads could significantly benefit companies like HAL, GMR Airports, IndiGo, L&T, and Adani Enterprises, as it aims to enhance regional connectivity in aviation infrastructure. These companies stand to gain from the anticipated growth in this sector.

L&T shares have plunged by 22% due to the Iran conflict, marking their entry into a bear market. Despite this setback, Macquarie remains optimistic and has set a bullish target price of ₹4,910, whereas UBS maintains a neutral stance with a lower target of ₹4,150.

Larsen & Toubro completed a significant Rs. 35.5 crore block trade on the NSE, selling off approximately 97,695 shares priced at Rs. 3,633 apiece.

Adani Green Energy, with a market cap of INR 1.33 trillion, experiences a 3.1% dip to INR 806.8 on BSE due to a sector-wide downturn in the renewables industry. The company has enlisted L&T, Sterling & Wilson, and KPI Green as external contractors for expansion plans amidst the market decline.

L&T has offloaded its industrial construction e-business to SuFin Ltd for approximately INR 42.9 crore in a deal finalized on March 31, 2026, through a slump sale transaction.

The top seven companies experienced a combined loss of approximately ₹1.75 trillion, with Reliance and HDFC Bank leading the declines. Conversely, L&T, Bajaj Finance, and Infosys managed to post gains in today's market, which was impacted by geopolitical tensions and saw a decrease of 1.3% in the Sensex.