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Lodha Developers Ltd

Q2 FY26Realty

Lodha Developers Q2 FY26 earnings call: Revenue & Margins

Q2 FY26 earnings call: what management said on revenue, margins and capex.

Price₹1,242
Market cap₹1.2L Cr
P/E30.1
Updated23 Aug 2026
Read4 min read

Lodha Developers Ltd Q2 FY26 key numbers

Revenue
Pune market presales scaled from INR 200 crore in FY21 to nearly INR 2,500 crore in FY25, maintaining growth with multiple new launches planned.

As stated in Lodha Developers Ltd's Q2 FY26 earnings call transcript · published 5 Aug 2026. Reported figures, not investment advice.

The short version

Expected to scale up presales to a run rate in the high INR 50-60 billion range, a significant step-up supported by business development and clearance of environmental issues in Mumbai (Page 5). The company expects long-term real estate growth driven by India's transition from low to mid income, forecasting a 15-20 year real estate cycle just beginning (currently year 4-5).

From Lodha Developers Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

  • Expected to scale up presales to a run rate in the high INR 50-60 billion range, a significant step-up supported by business development and clearance of environmental issues in Mumbai (Page 5).
  • Achieved best ever Q2 presales of INR 45.7 billion, with H1 sales at INR 90 billion (43% of full year guidance), on track for full-year presales guidance of INR 210 billion (Page 5).
  • Pune market presales scaled from INR 200 crore in FY21 to nearly INR 2,500 crore in FY25, maintaining growth with multiple new launches planned (Page 10).
  • Non-launch weekly sales trending upwards, expected to further increase, reflecting strong brand and product demand (Page 14).

2 more points from Lodha Developers Ltd's call on revenue

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Profitability & Margins

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

Capital Expenditure Plans

  • Exploring data center development at Palava with an estimated cost of $6-7 million per megawatt.
  • Potential build-out of around 250 megawatts of powered shell data centers, translating to $300-350 million total capex.
  • Funding likely a mix of about two-thirds debt and one-third equity; exploring partners with AI expertise.
  • No firm decisions yet on speculative vs. Build-to-Suit (BTS) data center construction; business plan underway.
  • Continued land acquisitions including outright and Joint Development Agreements (JDA); land spend front-loaded for owned land and forward-based for JDAs.

2 more points from Lodha Developers Ltd'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

See what Lodha Developers Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

Related relevant points include: - Business Development (BD) in the first half of FY26 reached INR250 billion, meeting full-year guidance. - There are significant attractive opportunities in the pipeline, indicating potential for business development to outperform full-year guidance. - New location added in Mumbai Metropolitan Region with GDV of INR23 billion.

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

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Lodha Developers Ltd — 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

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  • Arihant Superstructures Ltd (Q2 FY26)

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  • Man Infraconstruction Ltd (Q2 FY26)

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  • P.E. Analytics Ltd (Q2 FY26)

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Frequently Asked Questions

What were Lodha Developers Ltd Q2 FY26 results?

Expected to scale up presales to a run rate in the high INR 50-60 billion range, a significant step-up supported by business development and clearance of environmental issues in Mumbai (Page 5). The company expects long-term real estate growth driven by India's transition from low to mid income, forecasting a 15-20 year real estate cycle just beginning (currently year 4-5).

What is Lodha Developers Ltd share price analysis?

Lodha Developers Ltd currently shows a neutral. The stock trades at a P/E of 30.1 with a market cap of ₹124,288 Cr. Investors should review the full earnings analysis for detailed insights.

Is Lodha Developers Ltd planning capital expenditure?

Exploring data center development at Palava with an estimated cost of $6-7 million per megawatt.

Keep Lodha Developers Ltd on your radar — track it to get its next earnings analysis in your feed.

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.