ResultsIQ

ResultsIQ › Latest results › Lodha Developers Limited

Lodha Developers Limited Q2 FY27 results press release summary

NSE: LODHA · BSE: 543287

Results press release of 30 Oct 2026, summarised by AI from the filing.

On the basis of the strong H1, management expects to easily exceed the profit guidance for the year.

Key takeaways

  1. Profit guidance On the basis of the strong H1, management expects to easily exceed the profit guidance for the year.
  2. H1 PAT ₹2,386 cr, growing 63% YoY.
  3. Pre-sales ₹5,037 cr in Q2, growing 10% YoY, with H1 pre-sales over 40% of the full-year guidance.
  4. Middle East Management remains concerned about the continuing conflict and is tracking its geopolitical and macro-economic implications.

Original filing on BSE

Lodha Developers Limited Q2 FY27 results

As filed: Revenue ₹4,467 cr (+18% year on year), EBITDA ₹1,488 cr (+34% year on year), PAT ₹1,014 cr (+28% year on year), EBITDA margin 33.3% (+412 bps).

The Q2 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q1 FY27: Revenue ₹4,997 cr (+43% year on year), EBITDA ₹1,922 cr (+95% year on year), PAT ₹1,373 cr (+103% year on year), EBITDA margin 38.5% (+1,000 bps). Score 100 of 100, Above trend. Revenue and profit growth were above the company's own trend; EBITDA growth was well above it. EBITDA margin rose 1000 bps year on year. Revenue grew on the previous quarter, against its usual seasonal pattern. Revenue rose ₹1,505 cr on a year ago, more than the ₹645 cr it added the year before. Share price after the results: +8.6% in 28 days (Nifty 500: +2.7%).
  • Q4 FY26: Revenue ₹4,714 cr (+12% year on year), EBITDA ₹1,413 cr (+16% year on year), PAT ₹1,008 cr (+9% year on year), EBITDA margin 30.0% (+106 bps). Score 36 of 100, Below trend. Revenue growth was well below the company's own trend; EBITDA and profit growth were below it. EBITDA margin rose 106 bps year on year. Share price after the results: +5.5% in 28 days (Nifty 500: +0.4%).
  • Q3 FY26: Revenue ₹4,673 cr (+14% year on year), EBITDA ₹1,415 cr (+8% year on year), PAT ₹958 cr (+1% year on year), EBITDA margin 30.3% (−168 bps). Score 22 of 100, Below trend. Revenue, EBITDA and profit growth were well below the company's own trend. EBITDA margin fell 168 bps year on year. Revenue rose ₹590 cr on a year ago, against ₹1,152 cr the year before. Share price after the results: +12.6% in 30 days (Nifty 500: +0.4%).
  • Q2 FY26: Revenue ₹3,799 cr (+45% year on year), EBITDA ₹1,109 cr (+57% year on year), PAT ₹790 cr (+87% year on year), EBITDA margin 29.2% (+231 bps). Score 61 of 100, In line with trend. Revenue and EBITDA growth were in line with the company's own trend; profit growth was above it. EBITDA margin rose 231 bps year on year. Consolidated profit +87% but standalone -13%. Revenue rose ₹1,173 cr on a year ago, more than the ₹876 cr it added the year before. Share price after the results: −2.0% in 29 days (Nifty 500: +0.4%).
  • Q1 FY26: Revenue ₹3,492 cr (+23% year on year), EBITDA ₹985 cr (+30% year on year), PAT ₹675 cr (+42% year on year), EBITDA margin 28.2% (+165 bps). Score 32 of 100, Below trend. Revenue, EBITDA and profit growth were below the company's own trend. EBITDA margin rose 165 bps year on year. Revenue fell 17% from last quarter. Share price after the results: −1.2% in 30 days (Nifty 500: +0.2%).
  • Q4 FY25: Revenue ₹4,224 cr (+5% year on year), EBITDA ₹1,221 cr (+17% year on year), PAT ₹923 cr (+38% year on year), EBITDA margin 28.9% (+285 bps). Score 30 of 100, Below trend. Revenue and EBITDA growth were well below the company's own trend; profit growth was below it. EBITDA margin rose 285 bps year on year. Revenue rose ₹205 cr on a year ago, against ₹764 cr the year before. Share price after the results: +7.0% in 29 days (Nifty 500: +2.7%).
  • Q3 FY25: Revenue ₹4,083 cr (+39% year on year), EBITDA ₹1,305 cr (+48% year on year), PAT ₹945 cr (+87% year on year), EBITDA margin 32.0% (+184 bps). Score 54 of 100, In line with trend. Revenue and EBITDA growth were below the company's own trend; profit growth was in line with it. EBITDA margin rose 184 bps year on year. Revenue rose ₹1,152 cr on a year ago, against ₹1,157 cr the year before.

Past price moves after results do not indicate future moves. Not a recommendation.

Lodha Developers Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.