ALFA Finder| Revenue growth | 21% growth in financial revenue for FY26. |
|---|---|
| Margins | PAT margin touched 20%; embedded EBITDA margins 32-34% expected. |
| Order book | Launch pipeline for FY27 at ₹218 billion GDV. |
| Demand visibility | Strong; available GDV for sale at ₹2 trillion. |
| Management confidence | High; citing structural expansion in Indian housing market. |
Growth
FY26 presales grew 16% to ₹205B; PAT grew 24% to ₹34.3B; revenue up 21%.
Outlook
FY27 presales guidance of ₹240B; targeting ₹85B PAT by FY31; plan to become net-debt zero in DevCo.
Risks
Geopolitical tensions in Middle East impacting NRI sales and construction costs; potential labor attrition.
Earnings Call filed with NSE, NSE: LODHA. Summary written with AI assistance from the document.
Lodha Developers Ltd: key numbers
- Share price
- ₹1,185.50
- Market cap
- ₹1,18,490 Cr
- Revenue (annual)
- ₹16,676 Cr
- Net profit (annual)
- ₹3,428 Cr
- P/E (TTM)
- 27.2×Sector 38.0×
- Promoter holding
- 70.29%-0.02% QoQ
- FII holding
- 25.33%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Lodha Developers Ltd
All →Lodha Developers Employee Stock Options
Lodha Developers allotted 56,654 equity shares under its ESOP 2021-II scheme on November 4, 2026. No price or consideration amount is disclosed.
Lodha Developers Debt & Borrowing: ₹5 Cr
Lodha Developers fixed a November 14, 2026 record date for ₹5 Crore partial redemption of its debentures. Each of 25,000 debentures sees ₹2,000 face value redeemed by November 30.
- Value
- ₹5.00 Cr
Lodha Developers Earnings Call Transcript: Key Takeaways
Lodha delivered record H1 performance with 63% PAT growth, though management relies heavily on second-half momentum and large one-time data center land sales to beat their 20% annual profit growth guidance.
- Call
- Guides 20% growth
Lodha Developers Debt & Borrowing: ₹300 Cr
Lodha Developers disclosed utilisation of ₹300 Crore from its 30 June 2026 NCD private placement, with no deviation. The Reg 52(7) statement covers the quarter ended 30 September 2026.
- Value
- ₹300.0 Cr
Lodha Developers Management Change
Lodha Developers replaces its Company Secretary and Compliance Officer: Sanjyot Rangnekar retires effective 30 October 2026, and Savita Kodain is appointed effective 31 October 2026. Both changes are routine KMP movements with no monetary impact.
Lodha Developers Investor Presentation: Key Takeaways
Q2FY27 revenue INR 44.7bn (+18% YoY), Adj. EBITDA INR 16.1bn (36.2% margin), PAT INR 10.1bn (+28%, 22.1% margin). Strategy targets ~20% PAT CAGR to FY31 with net D/E at or below 0.5x.
- Call
- Guides 20% growth