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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 Q4 FY26.
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Lodha Developers

Q4 FY26Realty

Lodha Developers Q4 FY26 earnings call: Revenue & Margins

Q4 FY26 earnings call: what management said on revenue, margins and capex.

Revenue
₹4,714Cr
+11.6% YoY
+0.9% QoQ
Net profit
₹1,008Cr
+9.2% YoY
+5.2% QoQ
Margin
30%
+1 pp YoY
0 pp QoQ
Price₹1,242
Market cap₹1.2L Cr
P/E30.1

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 from Lodha Developers's call on revenue

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Profitability & Margins

Lodha Developers targets a 20% CAGR in PAT, growing from INR34 billion in FY ’26 to over INR85 billion by…

Locked: what Lodha Developers said on margins

Also locked on this page: fundraising

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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 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

Lodha Developers expects the DevCo part of the business to reduce its leverage significantly over the next…

Locked: what Lodha Developers said on fundraising

Also locked on this page: margins

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Order Book & Pipeline

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 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 Q4 FY26 results — key figures

Lodha Developers Q4 FY26 reported results vs Q4 FY25, ₹ crore
₹ CrQ4 FY26Q4 FY25YoYQ3 FY26QoQ
Revenue4,7144,224+11.6%4,672+0.9%
Operating profit (EBITDA)1,4131,220+15.8%1,415-0.1%
Operating margin30%29%+1 pp30%0 pp
Profit before tax1,2641,186+6.6%1,243+1.7%
Net profit (PAT)1,008923+9.2%958+5.2%
EPS (₹)10.099.24+9.2%9.58+5.3%

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.

Full financials →

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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 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.