Lodha Developers Ltd (LODHA)
🎯 Key Takeaways
- Revenue grew 6% QoQ to ₹4,997 in Q1FY27.
- Market Cap
- ₹1.11 L Cr
- P/E Ratio
- 26.9
- P/B Ratio
- 4.76
- ROE
- 17.7%
- ROCE
- 17.9%
- Debt/Equity
- 0.42
- Div Yield
- 0.38%
- Promoter
- 70.3%
📊 Quarterly Results (₹ Cr)
| Metric | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| Revenue | 3,799 | 4,673 | 4,714 | 4,997 |
| Operating Profit | 1,037 | 1,318 | 1,302 | 1,853 |
| OPM % | 27.3% | 28.2% | 27.6% | 37.1% |
| Net Profit | 790 | 958 | 1,008 | 1,373 |
| EPS | ₹7.90 | ₹9.59 | ₹10.09 | ₹13.73 |
🏦 Balance Sheet (₹ Cr)
| Item | Mar 2025 | Mar 2025 | Mar 2026 | Mar 2026 |
|---|---|---|---|---|
| Equity Capital | 998 | 995 | 999 | 999 |
| Reserves | 19,180 | 17,189 | 22,286 | 20,277 |
| Borrowings | 7,094 | 7,990 | 9,884 | 9,628 |
| Total Liabilities | 49,841 | 47,385 | 58,937 | 53,573 |
| Fixed Assets | 1,019 | 860 | 1,199 | 2,414 |
| Investments | 1,250 | 1,460 | 2,906 | 2,170 |
| Total Assets | 49,841 | 47,385 | 58,937 | 53,573 |
💰 Cash Flow Statement (₹ Cr)
| Item | Mar 2026 |
|---|---|
| Operating | +959 |
| Investing | -780 |
| Financing | +1,589 |
| Net Cash Flow | +1,768 |
👥 Shareholding Pattern
| Category | Q2FY26 | Q3FY26 | Q4FY26 | Q1FY27 |
|---|---|---|---|---|
| Promoters | 71.9% | 71.8% | 72.3% | 70.3% |
| FII | 24.1% | 23.5% | 21.3% | 23.6% |
| DII | 2.7% | 3.2% | 4.6% | 3.6% |
| Public | 1.1% | 1.3% | 1.4% | 1.8% |
| # Shareholders | 1,18,870 | 1,35,294 | 1,47,462 | 1,58,746 |
⚖️ Peer Comparison — Realty
| Company | MCap (₹ Cr) | P/E | ROCE | ROE | D/E |
|---|---|---|---|---|---|
| DLF | 1.63 L Cr | 36.8 | 6.5% | — | 0.00 |
| LODHA | 1.11 L Cr | 26.9 | 17.9% | — | 0.42 |
| PHOENIXLTD | 68,962 | 53.9 | 15.4% | — | 0.48 |
| OBEROIRLTY | 64,267 | 24.3 | 17.8% | — | 0.16 |
| PRESTIGE | 61,250 | 53.8 | 10.4% | — | 0.92 |
| GODREJPROP | 49,259 | 30.8 | 6.6% | — | 0.82 |
| PFOCUS | 24,638 | 206.0 | 9.4% | — | 2.37 |
| ANANTRAJ | 21,677 | 36.5 | 11.1% | — | 0.10 |
| BRIGADE | 18,397 | 21.4 | 10.9% | — | 0.90 |
| SOBHA | 13,006 | 56.4 | 7.8% | — | 0.21 |
🔗 Peer Stock Analyses
📋 Recent Filings
- Announcement2026-09-28Lodha Developers announced that its trading window will close on October 1, 2026, and remain shut for 48 hours after the unaudited quarterly results f…
- 🔴 Corporate Action2026-09-23Lodha Developers announced the allotment of 50,720 equity shares of ₹10 each under its Employee Stock Option Scheme 2021 – II, effective September 23,…
- 🔴 Announcement2026-09-22Lodha Developers announced its upcoming analyst and investor conference schedule on September 29, 2026, featuring an in-person meeting with Arihant Ca…
- 🔴 Corporate Action2026-09-09Lodha Developers announced the allotment of 1,11,859 equity shares of ₹10 each under its Employee Stock Option Scheme 2021 – II, effective September 9…
- 🟡 voting results2026-09-04Lodha Developers announced a court-convened meeting of equity shareholders on October 9, 2026, to approve a merger scheme absorbing Roselabs Finance a…
- 🔴 Announcement2026-09-04
- 🟡 Board Meeting2026-08-31Lodha Developers announced on August 31, 2026, that the Board approved changes in Senior Management Personnel effective September 1, 2026. Mr. Kunal G…
- 🔴 Corporate Action2026-08-31Lodha Developers announced it acquired the remaining 20% stake in Bellissimo Infratech Private Limited, making it a wholly owned subsidiary. The cash …
- 🟡 Board Meeting2026-08-14Lodha Developers held its 31st AGM on August 14, 2026 via video conference, approving audited standalone and consolidated financial statements for FY2…
- 🔴 Corporate Action2026-08-12Lodha Developers allotted 49,395 equity shares of ₹10 each on August 12, 2026 under its Employee Stock Option Plans 2021, as per regulatory filing.
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Data sourced from stock announcements. Analysis generated by StockFin.ai.
For informational purposes only — not investment advice. Updated 2026-10-01.
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