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Barring L&T, which was the worst-performing largecap stocks in the past month, the other stocks that have exposure to West Asia such as KEC , Kalpataru Projects, KRBL and VA Tech Wabag, have risen marginally to up to nearly 7% in the last one month.
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L&T, KEC , Kalpataru Projects, KRBL, VA Tech Wabag, are among the Indian listed companies which have significant exposure to the West Asia region. With US and Iran pulling the breaks on the Iran war for two weeks, the focus shifts to the performance of these stocks. Barring L&T, which was the worst-performing largecap stocks in the past month, the others have risen marginally to up to nearly 7% in the last one month.
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L&T | L&T has 37% order book exposure to West Asia and 33% to order inflows in the nine months of the financial year 2026. The stock has declined 3.1% in the past month. The stock is up 6% on Wednesday.
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KEC | The company has 20% order book exposure to the West Asia region in the first nine months of FY26 and 28% in order inflows. The stock has risen 1.2% in the past month, having risen 7.3% in early trading on Wednesday.
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Kalpataru Projects | The real estate firm has 11% order book exposure to West Asia in the nine months of FY26 with 2% in order inflows. However, large lowest bidder position exists. The stock is up nearly 5% in early trading on Wednesday and has remained largely flat over the last one month.
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KRBL | The company drives approximately 61% of its basmati exports revenue from the West Asia, GCC region. In the past month, the stock has risen 1.4%. The stock is up close to 8% on Wednesday.
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VA Tech Wabag | The company's management, in its third quarter earnings call, tated that the company was executing a 200 MLA AI Haer STP project and a 300 MLD Yanbu Mega Desalination Plant in Saudi Arabia, where the effective date of commencement was expected soon, early works such as basic engineering were ready and key personnel had been deployed. The stock has risen 6.7% in the past month and has gained another 4% this morning.
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Other stocks | ABB India, Siemens Energy, Inox India, Triveni Turbines, Apar Industries, Adani Ports, JSW Infra, are among the other companies that have business exposure to West Asia.
