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Lodha Developers Q2 FY27 results are out (Jul–Sep 2026) →Revenue ₹4,467 Cr +17.6% YoYSee revenue, profit and what management said. You are viewing Q3 FY26.
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Lodha Developers

Q3 FY26Realty

Lodha Developers Q3 FY26 earnings call: Revenue & Margins

Q3 FY26 earnings call: what management said on revenue, margins and capex.

Revenue
₹4,672Cr
+14.4% YoY
+23% QoQ
Net profit
₹958Cr
+1.4% YoY
+21.3% QoQ
Margin
30%
−2 pp YoY
+1 pp QoQ

Lodha Developers Q3 FY26 key numbers

Revenue
Future sales growth is supported by a large business development pipeline of nearly INR 600 billion GDV added this year and over INR 2 lakh crores GDV available for the next 5 years.

As stated in Lodha Developers's Q3 FY26 earnings call transcript · published 26 Aug 2026. Reported figures, not investment advice.

Price₹1,281
Market cap₹1.2L Cr
P/E30.1

The short version

The company expects to meet its full-year presales guidance of INR 210 billion, with 9-month presales at INR 146 billion (70% of full year target), indicating strong sales growth. Lodha Developers expects to maintain strong growth in presales, targeting INR 210 billion for FY26, with 9-month presales already at INR 146 billion (70% of guidance).

From Lodha Developers's Q3 FY26 earnings-call transcript · updated 26 Aug 2026.

Revenue & Sales Performance

  • The company expects to meet its full-year presales guidance of INR 210 billion, with 9-month presales at INR 146 billion (70% of full year target), indicating strong sales growth.
  • Sales volumes for Lodha have increased about 24% in square feet terms over the first 9 months, despite some industry-level volume weakness.
  • Future sales growth is supported by a large business development pipeline of nearly INR 600 billion GDV added this year and over INR 2 lakh crores GDV available for the next 5 years.
  • The company sees demand remaining robust for premium-quality residential products with modest price growth of 5%-6%, below wage growth, sustaining affordability.
  • New markets like Bangalore are scaling up quickly, with full-year sales in Bangalore expected to exceed INR 25 billion.

2 more points from Lodha Developers's call on revenue

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Profitability & Margins

Lodha Developers expects to maintain strong growth in presales, targeting INR 210 billion for FY26, with…

Locked: what Lodha Developers said on margins

Also locked on this page: fundraising

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Capital Expenditure Plans

  • Construction spend was INR 8.6 billion this quarter, lowest in 7 quarters, but expected to rise to about INR 12 billion next quarter as momentum picks up post-resolution of environmental clearances (Page 20).
  • Business development saw a large addition of INR 340 billion GDV this year, totaling ~INR 600 billion GDV added, providing long-term growth visibility and moderating future land investment needs (Page 5).
  • Focus on data center development with 400 acres allocated for data centers in Palava and Upper Thane; power shell construction on a build-to-suit basis at ~INR 3 million per megawatt including land value (Pages 14, 11).

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
Rev 1Mar 3
2Embassy Develop
Rev 1Mar 3
3
Rev 2Mar 1
4
Rev 2Mar 1
5
Rev 2Mar 1
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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

The company is focused on strengthening its balance sheet and maintaining a disciplined approach to net…

Locked: what Lodha Developers said on fundraising

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Order Book & Pipeline

  • Lodha Developers has added about INR 340 billion worth of GDV through business development of new projects in the current year.
  • Cumulatively, approximately INR 600 billion of GDV has been added in the year until now, providing significant long-term visibility.
  • The overall pipeline of projects available for development in the next 5 years stands at over INR 2 lakh crores of GDV.
  • This pipeline is in addition to a significant land bank for development post 5 years in Palava and Upper Thane.

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

Lodha Developers Q3 FY26 results — key figures

Lodha Developers Q3 FY26 reported results vs Q3 FY25, ₹ crore
₹ CrQ3 FY26Q3 FY25YoYQ2 FY26QoQ
Revenue4,6724,083+14.4%3,798+23%
Operating profit (EBITDA)1,4151,306+8.3%1,108+27.7%
Operating margin30%32%-2 pp29%+1 pp
Profit before tax1,2431,158+7.3%961+29.3%
Net profit (PAT)958945+1.4%790+21.3%
EPS (₹)9.589.47+1.2%7.90+21.3%

Source: reported quarterly figures (Screener), ₹ crore.

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's management said in earlier quarters

Earlier calls (8)

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Frequently Asked Questions

What were Lodha Developers Q3 FY26 results?

The company expects to meet its full-year presales guidance of INR 210 billion, with 9-month presales at INR 146 billion (70% of full year target), indicating strong sales growth. Lodha Developers expects to maintain strong growth in presales, targeting INR 210 billion for FY26, with 9-month presales already at INR 146 billion (70% of guidance).

What is Lodha Developers share price analysis?

Lodha Developers currently shows a neutral. 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?

Construction spend was INR 8.6 billion this quarter, lowest in 7 quarters, but expected to rise to about INR 12 billion next quarter as momentum picks up post-resolution of environmental clearances (Page 20).

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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.