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Investor Presentation

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.

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 growth116% YoY growth reported in Q1 FY27.
MarginsEBITDA margin 36.4%; guidance for 35-40% sustained range.
Order book22 projects pipeline; aggregate GDV INR 17,500 - 18,000 Cr.
Demand visibilityStrong; luxury Mumbai demand up 11% despite broader market moderation.
Management confidenceHigh; confident in meeting full-year guidance via strong launch pipeline.

Growth

Pre-sales surged 567% YoY to INR 409 Cr; Revenue grew 116% to INR 132 Cr; PAT up 77% to INR 46 Cr.

Outlook

FY27 guidance for pre-sales of INR 1,800-2,000 Cr and 55-60% revenue/PAT growth. Planning 4 new launches in remainder FY27.

Risks

Challenges include scarcity of fresh land in prime Mumbai micro-markets and the complexities of high-value redevelopment paperwork.

Last quarter's promises, checked

Delivered

  • FY26 Pre-sales INR 1,157 Cr → delivered INR 1,157 Cr (= BEAT)
  • H1 FY27 Launch Lotus Trident/Aquaria → Delivered in Q1 (= BEAT)
  • Maintain EBITDA margin 35-40% → delivered 36.4% (= BEAT)

Partly delivered

  • Q4 Collections vs Revenue → INR 82 Cr vs INR 308 Cr (= PARTIAL)
Source

Investor Presentation filed with BSE, 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.

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
17:59 IST NSE
Earnings Call

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.

Call
Guides 60% growth