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Lodha Developers

Q4 FY26Realty

Lodha Developers Q4 FY26 earnings call: Revenue & Margins

Q4 FY26 earnings call: what management guided on revenue, margins and order book.

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

The short version

Expectation of mid-teen percentage growth in presales, with a focus shift from headline sales numbers to profitability and PAT growth (~20% CAGR). Lodha Developers targets a 20% CAGR in PAT, growing from INR34 billion in FY ’26 to over INR85 billion by FY ’31.

From Lodha Developers's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

  • Expectation of mid-teen percentage growth in presales, with a focus shift from headline sales numbers to profitability and PAT growth (~20% CAGR).
  • Sales volume growth projected around 11-12% in square feet terms for fiscal '27, similar to fiscal '26 performance.
  • Price growth predicted at about 5% for fiscal '27, in line with previous year.
  • Significant step-up in presales expected from the Extended Eastern suburbs starting in the second half of fiscal '27, in line with INR80 billion per annum guidance by FY '30.
  • Increased predictability in sales with lower dependence on new launches; about one-third of sales from new launches last year, expected to be slightly lower this year.

2 more points management made on revenue & sales performance

Profitability & Margins

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

Capital Expenditure Plans

  • Lodha Developers plans incremental capital expenditure of about INR100 billion to INR110 billion for developing 1 gigawatt of powered shell capacity on approximately 100 acres in the green data center park.
  • This capex is largely self-funded from ongoing land sales in the park.
  • The development strategy includes building their own data center portfolio on about 100 acres and monetizing the balance through land sales.
  • There is a strong pipeline of 8.8 million sq ft across retail, offices, and warehousing, with 3.8 million sq ft completed and generating income.
  • The company expects a 10x increase in annual rental income from these annuity assets by fiscal year 2031.

2 more points management made on capital expenditure plans

Top-ranked in Realty

Ranked on what management guided this quarter

5x potential
1Sri Lotus
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 said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

The transcript does not explicitly mention the current or expected order book/pending orders in specific numbers. However, relevant insights related to launches and sales pipeline include: - FY '27 launch pipeline: INR 218 billion, comprising 5 new projects and about 14 new phases for existing projects. - Business development in FY '26 added 12 projects with INR 600 billion of GDV (Gross Development Value), 2.4x the guided number. - New launches contributed about one-third of sales last year and will be slightly lower this year, indicating growing predictability and reliance on existing projects.

2 more points management made on order book & pipeline

Lodha Developers — Quarterly revenue & net profit

Revenue Net profit
Dec 2024
Mar 2025
Jun 2025
Sep 2025
Dec 2025
Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹4.7K 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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Frequently Asked Questions

What were Lodha Developers Q4 FY26 results?

Expectation of mid-teen percentage growth in presales, with a focus shift from headline sales numbers to profitability and PAT growth (~20% CAGR). Lodha Developers targets a 20% CAGR in PAT, growing from INR34 billion in FY ’26 to over INR85 billion by FY ’31.

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?

Lodha Developers plans incremental capital expenditure of about INR100 billion to INR110 billion for developing 1 gigawatt of powered shell capacity on approximately 100 acres in the green data center park.

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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.