| Management target | Net Profit 20.0% FY31 |
|---|
| Revenue growth | 43% YoY in Q1FY27 |
|---|---|
| Margins | PAT margin expanded to 26.9% from 18.6% YoY. |
| Order book | Unsold GDV of ~INR 2,000bn for next 5 years. |
| Demand visibility | Strong; targeting ~1.75mn high-income units required in Top-7 cities by 2030. |
| Management confidence | High; citing best-ever quarterly revenue and PAT performance. |
Growth
Revenue grew 43.1% YoY to INR 50.0bn; PAT surged 103.3% YoY to INR 13.7bn with 26.9% margins.
Outlook
FY27 pre-sales guidance of INR 240bn. Targeting 20% PAT CAGR through FY31, aiming for INR 85bn+ PAT.
Risks
Regulatory changes, local political or economic developments, and technological risks mentioned in general disclaimer.
Last quarter's promises, checked
Delivered
- Guided FY26 Pre-sales INR 205bn → delivered INR 205bn (= BEAT)
- Guided FY26 PAT Margin 20% → delivered 20% (= BEAT)
- Guided Net Debt to Equity <0.5x → delivered 0.23x (= BEAT)
Partly delivered
- Guided BD GDV INR 250bn → delivered INR 600bn (= BEAT on volume, but FY26 launches delayed by environmental clearances)
Investor Presentation filed with BSE, NSE: LODHA. Summary written with AI assistance from the document.
Lodha Developers Ltd: key numbers
- Share price
- ₹1,165.00
- Market cap
- ₹1,16,428 Cr
- Revenue (annual)
- ₹16,676 Cr
- Net profit (annual)
- ₹3,428 Cr
- P/E (TTM)
- 28.2×Sector 35.8×
- Promoter holding
- 70.31%-1.96% QoQ
- FII holding
- 23.65%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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- Value
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Lodha Developers Earnings Call Transcript: Key Takeaways
Lodha reported its best-ever quarterly revenue of INR 50.0bn (43% YoY) and PAT of INR 13.7bn (>2x YoY) for Q1FY27, driven by strong pre-sales and land sales contribution.
- Call
- Guides 20% growth