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Lodha Developers

Q1 FY27Realty

Lodha Developers Q1 FY27 earnings call: Revenue & Margins

Q1 FY27 earnings call: what management said on revenue, margins and capex.

Price₹1,281
Market cap₹1.2L Cr
P/E30.1
Updated25 Aug 2026
Read4 min read

What the Q1 FY27 call signalled

2 of 4 strong

RevenueGood growth
MarginMargins steady
CapexCapex planned
Order bookOrder book flat

The short version

Lodha Developers expects continued strong growth driven by land monetization and residential sales. Lodha Developers targets 20% PAT growth over the medium term, aiming to exceed INR 85 billion PAT by fiscal 2031.

From Lodha Developers's Q1 FY27 earnings-call transcript · updated 25 Aug 2026.

Revenue & Sales Performance

Good growth
  • Lodha Developers expects continued strong growth driven by land monetization and residential sales.
  • They plan to monetize about 150 acres of data center park land over the next 3-4 years, generating close to INR 10,000 crores in sales.
  • Annual land sales projected at INR 2,000 - 3,000 crores for several years.
  • Residential pre-sales guidance maintained, targeting 20% PAT growth in FY27 (about INR 41 billion PAT).
  • New project launches planned in Bangalore, Pune, NCR, and MMR from Q2 onward, supporting pre-sales growth.
  • Pricing power is strong, with expected 5-7% price increase in near term across micro markets.
  • Balanced portfolio across mid-income, premium, and luxury segments reduces volatility.

2 more points from Lodha Developers's call on revenue

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Profitability & Margins

See what Lodha Developers said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

Capex planned
  • Data center infrastructure capex of approximately INR 500 to 700 crores planned over time to build connectivity and basic infrastructure across the 3 GW park (Page 15).
  • Build-out of about 1 gigawatt of powered shell on approximately 90 acres funded by land sales generating INR 20 billion annual rental income by FY32 (Page 6).
  • Largely self-funded from land sales within the park (Page 6).
  • Further land monetization: 150 acres over next 3-4 years generating ~INR 90 billion of sales; balance 300 acres for optional future sale/build-out (Pages 4 and 6).

2 more points from Lodha Developers's call on capex

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Top-ranked in Realty

Ranked on what management guided this quarter

Guidance-ranked
1Sri Lotus Developers & Realty Ltd
Rev 1Mar 3
2Sobha Ltd
Rev 2Mar 1
3
Rev 2Mar 1
4
Rev 2Mar 1
5
Rev 2Mar 3
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

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Order Book & Pipeline

Order book flat
Relevant insights include: - Q1 FY27 pre-sales achieved were INR 46.3 billion, up 4% YoY, despite no major new residential launches except a minor one in Mumbai. - About one-third of pre-sales typically come from new launches, which were deliberately postponed in Q1 due to Middle East conflict impact. - Launches have started from Q2 onward, expected to contribute significantly to pre-sales growth for FY27. - The company aims for 20% PAT growth in FY27 with INR 41 billion target and is ahead of the guidance curve. - Data center park plans include monetizing approximately 150 acres over the next 3-4 years, generating close to INR 10,000 crores.

2 more points from Lodha Developers's call on order book

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Lodha Developers — Quarterly revenue & net profit

Revenue Net profit
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26
Jun 2026Q1 FY27
Sep 2026Q2 FY27

Reported quarterly figures (₹ Cr). Latest (Q2 FY27): revenue ₹4.5K Cr, net profit ₹1.0K Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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What Lodha Developers Ltd's management said in earlier quarters

Others in Realty this season

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    Revenue from operations for Q1 FY2027: ₹1,097.24 lakhs (₹10.97 Cr), a 3.5% year-on-year increase from ₹1,060.08 lakhs in Q1 FY2026. Key investor presentation ta

  • P.E. Analytics Ltd (Q1 FY27)

    Year-on-Year Revenue Growth: 23% (compared to Rs. Key investor presentation takeaways from P.E. Analytics Ltd's Q1 FY27 investor presentation — and how it ranks

  • Shraddha Prime Projects Ltd (Q1 FY27)

    Q1 FY27 Operational Revenue: ₹13,357.95 lakhs, up 127.57% from ₹5,869.94 lakhs in Q1 FY26. Key concall takeaways from Shraddha Prime Projects Ltd's Q1 FY27…

  • TARC Ltd (Q1 FY27)

    Q1 FY2027 Revenue: ₹218.7 crore (up from ₹75.89 crore in Q1 FY2026), showing strong year-on-year growth. Key concall takeaways from TARC Ltd's Q1 FY27 earnings…

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Frequently Asked Questions

What were Lodha Developers Q1 FY27 results?

Lodha Developers expects continued strong growth driven by land monetization and residential sales. Lodha Developers targets 20% PAT growth over the medium term, aiming to exceed INR 85 billion PAT by fiscal 2031.

What is Lodha Developers share price analysis?

Lodha Developers currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 30.1 with a market cap of ₹124,098 Cr. Investors should review the full earnings analysis for detailed insights.

Is Lodha Developers planning capital expenditure?

Data center infrastructure capex of approximately INR 500 to 700 crores planned over time to build connectivity and basic infrastructure across the 3 GW park (Page 15).

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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.