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Investor Presentation

Sri Lotus Developers and Realty Investor Presentation: Key Takeaways

Sri Lotus Developers reported strong Q1 FY27 results with 116% YoY revenue growth and 567% pre-sales growth, driven by luxury redevelopment projects in Mumbai's Western suburbs.

Why this was an Alfa AlertManagement guides 60% Revenue growth for FY27 (explicit single-year guidance).
Guidance and delivery
Management target Revenue 60.0% FY27
Highlights
Revenue growthGuided ~55-60% YoY growth for FY27.
MarginsEBITDA Margin at 36.4%; PAT Margin guidance ~25-30% consistently.
Order bookTotal project portfolio carpet area ~4.0mn sq. ft.
Demand visibilityStrong traction in luxury coastal collection and GIFT City project.
Management confidenceHigh, citing robust momentum and disciplined execution.

Growth

Q1 FY27 Revenue rose 116% YoY to INR 132 Cr; PAT increased 77% YoY to INR 46 Cr.

Outlook

Guided 55-60% YoY Revenue and PAT growth for FY27; expect INR 8,400 Cr free cashflow from projects.

Risks

High entry barriers, limited land availability in micro-markets, and stringent regulations in Mumbai real estate.

Last quarter's promises, checked

Delivered

  • Guided FY26 Pre-sales INR 1,157 Cr → delivered INR 1,157 Cr (= BEAT)
  • Guided 50% dividend payout for FY26 → delivered 50% payout (= BEAT)
  • Guided launch of Lotus Celestia in Q4 FY26 → delivered March 2026 (= BEAT)

Partly delivered

  • Guided 6 planned launches for FY27 → delivered 2 (Trident/Aquaria) in Q1 (= PARTIAL)
Source

Investor Presentation filed with NSE, NSE: LOTUSDEV. Summary written with AI assistance from the document.

Read the document ↗

Sri Lotus Developers and Realty Ltd: key numbers

Share price
₹217.99
Market cap
₹10,654 Cr
Revenue (annual)
₹769.0 Cr
Net profit (annual)
₹237.1 Cr
P/E (TTM)
41.5×Sector 35.8×
Promoter holding
81.87%+0.00% QoQ
FII holding
1.20%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

More from Sri Lotus Developers and Realty Ltd

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15:27 IST BSE
Promoter Selling

Sri Lotus Developers and Realty Promoter Selling

Sri Lotus Developers promoter Anand Pandit proposed to sell 97,74,474 shares in open market for MPS compliance. Promoter group stake would drop from 81.87% to 79.87%.

Execution
7 trading days from 09-Sep-2026
14:31 IST NSE
Other Announcement

Sri Lotus Developers and Realty Other Announcement

Sri Lotus Developers sent web-link letters to shareholders without registered emails for Annual Report 2025-26 access. This is a routine Reg 36(1)(b) compliance communication with no financial or operational substance.

14:05 IST BSE
Annual Report

Sri Lotus Developers and Realty Annual Report

Sri Lotus Developers and Realty filed its Annual Report for FY 2025-26 with BSE and NSE. The submission is made under Regulation 34 of the SEBI Listing Regulations.

13:57 IST NSE
Annual General Meeting

Sri Lotus Developers and Realty Annual General Meeting

Sri Lotus Developers has issued the notice for its 12th AGM on 29 Sep 2026. Agendae includes final dividend of ₹0.50/share and new Executive Director appointment.

16:02 IST BSE
Earnings Call

Sri Lotus Developers and Realty Investor Presentation: Key Takeaways

Sri Lotus Developers reports stellar Q1 FY27 results with 116% revenue growth. Focus remains on Mumbai luxury redevelopment, maintaining a debt-free, net cash balance sheet.

Call
Guides 60% growth
14:41 IST NSE
Earnings Call

Sri Lotus Developers and Realty Earnings Call Transcript: Key Takeaways

Sri Lotus Developers reports a strong Q1 FY27, capitalizing on Mumbai's constrained luxury real estate supply through high-margin redevelopment projects.

Call
Guides 60% growth