Archive · 28 Jul 2025
LIC's Top Stock Picks: Are ITC, L&T, and Infosys Still Worth It?
Imagine a big company, LIC, that invests in other companies.
They've put lots of money into three popular companies: ITC (makes cigarettes and other products), L&T (builds things like roads and factories), and Infosys (does tech stuff).
The article looks at how these companies are doing.
ITC is still making most of its money from cigarettes.
L&T is growing because it has lots of projects to build.
Infosys is also growing, but the tech world is a bit tricky right now.
The article is trying to figure out if these are good investments.
LIC, a major institutional investor, holds significant stakes in ITC, Larsen & Toubro (L&T), and Infosys.
ITC's revenue increased, with cigarettes remaining the core profit driver.
L&T's infrastructure and power segments drove growth, with a strong order book.
Infosys experienced revenue growth, but faces demand challenges.
The article assesses whether these blue-chip stocks offer growth or are for capital preservation.
- Who
- Life Insurance Corporation of India (LIC), ITC, Larsen & Toubro (L&T), and Infosys.
- What
- An analysis of LIC's major stock holdings: ITC, L&T, and Infosys.
- When
- FY25 and Q1FY26.
- Where
- India.
- Why
- To assess the investment potential of LIC's top stock holdings.
Market Performance
Growth potential
Future growth prospects
Market Performance
Some experts believe that the stocks may have reached a stage of capital preservation instead of fresh growth.
Growth potential
The stocks still show steady growth, strong fundamentals, and defensive appeal
- LIC Top Holdings
- ITC (15.5%), L&T (13.3%), and Infosys (10.5%)
- ITC Revenue Growth (FY25)
- 10%
- L&T Revenue Growth (FY25)
- 16%
- Infosys Revenue Growth (FY25)
- 6%
- L&T Order Book
- ₹5.8 trillion (March 2025)