| Revenue growth | FY26 revenue up 21% YoY to INR 166.8bn. |
|---|---|
| Margins | Adj. EBITDA margin stable at 33.9% for FY26. |
| Demand visibility | Strong; unsold GDV of INR 2,000bn provides long runway. |
| Management confidence | High; guidance predicts 20% PAT CAGR through FY31. |
Growth
FY26 Pre-sales grew 16% to INR 205bn; PAT surged 24% to INR 34.3bn. Q4 pre-sales hit all-time high of INR 58.9bn.
Outlook
FY27 guidance: Pre-sales of INR 240bn and 32-34% EBITDA margin. Targeting 10x annuity income growth by FY31.
Risks
Select sales deferral noted due to Iran war; construction cost inflation and high density in Mumbai metropolis.
Earnings Call filed with BSE, NSE: LODHA. Summary written with AI assistance from the document.
Lodha Developers Ltd: key numbers
- Share price
- ₹1,109.40
- Market cap
- ₹1,10,872 Cr
- Revenue (annual)
- ₹16,676 Cr
- Net profit (annual)
- ₹3,428 Cr
- P/E (TTM)
- 26.9×Sector 34.9×
- 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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