Stock Snapshot
Price Performance
Recommendation Rationale
Favorable growth outlook supported by strong pre-sales and land bank monetization.
Basis of our Recommendation
Lodha Developers is experiencing strong pre-sales growth and has a robust pipeline, which reflects healthy demand in the market. The company anticipates substantial revenue from its land bank, enhancing cash flow management and supporting future growth. Overall, the outlook remains positive with moderate margin stability.
Why We Like This Stock
- Strong pre-sales growth indicating healthy demand
- Robust pipeline supporting future revenue
- Significant anticipated revenue from land bank monetization
Things To Watch Out For
- nan
Key Parameters
Financial Snapshot
| Actuals | Forecast | ||||
|---|---|---|---|---|---|
| FY24 | FY25 | FY26 | FY27 | FY28 | |
| Revenue (Cr.) | 10,316 | 13,780 | 16,676 | 19,350 | 22,616 |
| Profit Before Tax (Cr.) | 2,118 | 3,556 | 4,371 | 5,171 | 6,086 |
| PBT Margin | 20.5% | 25.8% | 26.2% | 26.7% | 26.9% |
| Net Profit (Cr.) | 1,968 | 2,850 | 3,378 | 3,969 | 4,671 |
| EPS | 19.6 | 28.5 | 33.8 | 39.7 | 46.8 |
Company Overview
Show Company Profile
Lodha Developers Limited, through its subsidiaries, engages in the development of real estate properties in India. The company is involved in the construction and development of residential, office, and retail properties, as well as leasing of retail and office spaces. It also develops warehousing, logistics, light industrial facilities, and digital infrastructure parks. It develops properties under the LODHA, LODHA LUXURY, and PALAVA brand names. The company was formerly known as Macrotech Developers Limited and changed its name to Lodha Developers Limited in June 2025. Lodha Developers Limited was founded in 1980 and is headquartered in Mumbai, India.