DINESH

Sri Lotus Developers

Latest CMP 172
Today's Change ▼ -0.91%
52-Week High / Low 200 | 103
Price Date: 14-Aug-2026
Recommendation Buy
Target Price 300
Expected Upside 31.9%
Forecast Horizon 2 Years
Historical CAGR Not Available
1,000 Invested
Today's Value
Investment Period < 5 Years

Stock Snapshot

Post Results Return
+14.5%
Positive Re-rating
1-Year Target Price
244
2-Year Target Price
300
52-Week High / Low
200 / 103
20-Day Return
+22.3%
Market Cap (Cr.)
8,428
Current PE
34.9
P/BV Ratio
4.4
Dividend Yield
Industry PE
35.2

Price Performance

Basis of our Recommendation

Sri Lotus Developers (LOTUSDEV) is positioned for moderate revenue growth, supported by a strong operational performance in 1QFY27, highlighted by increased pre-sales and collection growth. Management's focus on a substantial development pipeline of approximately INR180 billion in gross development value (GDV) and a strategic shift towards higher-margin premium projects in the Mumbai Metropolitan Region (MMR) are pivotal for future earnings and margin expansion. The company's elite balance sheet, characterized by strong cash generation and low leverage, underpins its financial stability and capacity for capital allocation. However, the successful execution of upcoming projects and regulatory approvals will be critical in maintaining momentum. The real estate sector's improving pricing power and stable economic backdrop further bolster Vista's forecast, which anticipates an 11.14% upside with a 12-month target price of INR 214.54. Over the next 12-24 months, key opportunities include the execution of premium developments and urbanization trends, while headwinds may arise from regulatory challenges and potential market fluctuations

👍 Why We Like This Stock

  • Strong operational performance with significant pre-sales and collection growth in 1QFY27
  • A robust development pipeline of ~INR180 billion in GDV, focusing on higher-margin premium projects
  • An elite balance sheet with low leverage and strong cash generation supports future growth initiatives

Things To Watch Out For

  • Future performance is contingent on timely execution and regulatory approvals for upcoming projects
  • Moderating revenue growth relative to historical performance may limit short-term upside
  • Potential market fluctuations and foreign institutional flow risks could impact investor sentiment

Key Parameters

Balance Sheet Strength
Elite Balance Sheet
Market Share
Stable
Industry Outlook
Improving
Analyst View
Strong Buy
Dividend History
No Dividend History
FII Holdings
Stable

Financial Snapshot

Actuals Forecast
FY24 FY25 FY26 FY27 FY28
Revenue (Cr.) 453 548 769 992 1,306
Profit Before Tax (Cr.) 162 307 327 409 545
PBT Margin 35.8% 56.0% 4252.3% 41.2% 41.8%
Net Profit (Cr.) 123 230 242 302 402
Earnings Per Share 2.5 4.7 5.0 6.2 8.2

Analyst Recommendations

Broker Recommendation Target Price Date
Motilal Oswal ▲ Buy 230 06-Aug-2026
Consensus Recommendation ▲ Strong Buy
Consensus Target 230
Coverage 1 Analysts
Analysts' Viewpoint
Sri Lotus Developers' strategic focus on high-margin redevelopment projects in the Mumbai Metropolitan Region, coupled with a robust pipeline valued at approximately INR180b, underpins analysts' confidence. The company's expansion into commercial redevelopment projects, like the Juhu initiative, aligns with urban work trends. However, execution risks due to regulatory dependencies and increasing competition in the region pose potential challenges. Upcoming residential project launches and regulatory milestones for the GIFT City development are key future catalysts.

Company Overview

Show Company Profile

Sri Lotus Developers and Realty Limited develops residential and commercial premises in Mumbai. The company's portfolio covers luxury and ultraluxury residential and upscale commercial projects. It also engages in production, distribution, and trading of cinematography films. The company was formerly known as AKP Holdings Limited and changed its name to Sri Lotus Developers and Realty Limited in December 2024. The company was incorporated in 2015 and is based in Mumbai, India.