Lodha Developers (LODHA) — Announcement

📢 Key Event
Lodha reports record Q1 PAT growth and reaffirms FY27 guidance amid land monetization progress

🔄 What Changed
PAT growth exceeding 100% YoY, net debt reduced to under INR 50 billion, land monetization strategy formalized with 130 acres Phase 1 and 150 acres over 3-4 years, data center land sales contributing INR 600 crores to PAT

🔮 What's Next
FY27 PAT guidance of INR 41 billion (20% growth), pre-sales guidance of INR 240 billion, 40-42% of annual guidance achieved in H1, pricing growth of 5-7% (potentially 100-200 bps higher), land sales contribution to margin uplift in early 30s

💡 Investor Takeaway
Shareholders benefit from accelerated value realization through disciplined land monetization and data center expansion while maintaining strong profitability and deleveraging momentum.

Lodha Developers reported record Q1 FY27 PAT of INR 13.7 billion (up over 100% YoY) with adjusted EBITDA at INR 21.5 billion (up 79% YoY, 43% margin), driven by strong revenue growth to INR 50 billion and net debt reduction to under INR 50 billion. Pre-sales reached INR 46 billion, with premium and luxury segments contributing 60% of sales, while land monetization plans target INR 2,000-3,000 crores annually, including 130 acres monetized in Phase 1 and 150 acres over 3-4 years generating ~INR 10,000 crores in sales. Data center land sales added INR 600 crores to PAT from INR 1,200 crores pre-sales, with 660 acres approved under green data center MOUs and conversion rates rising to 8%+ targeting 10% long-term. The company reaffirmed FY27 PAT guidance of INR 41 billion (20% growth) and pre-sales guidance of INR 240 billion, maintaining 70-75% contribution from existing projects and 25-30% from new launches, with 40-42% of annual guidance already achieved in H1 and pricing growth targeted at 5-7% (potentially 100-200 bps higher).

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About Lodha Developers Limited (LODHA)

Realty · Realty · Listed on NSE

Market Cap: ₹84,909.91 Cr P/E: 33.5

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Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.

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