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Lodha Developers Limited Q2 FY27 results deck summary

NSE: LODHA · BSE: 543287

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

Q2 FY27 revenue ₹44.7 bn and PAT ₹10.1 bn, with FY27 pre-sales guidance of ₹240 bn and net debt at ₹52.8 bn.

Key takeaways

  1. Q2 results Revenue ₹44.7 bn (up 18% YoY), PAT ₹10.1 bn (up 28% YoY) with PAT margin at 22.1% vs 20.4%.
  2. FY27 guidance Management guides FY27 pre-sales of ₹240 bn and expects to easily exceed PAT guidance.
  3. Net debt Net debt rose ₹3.5 bn QoQ to ₹52.8 bn, with net debt/equity at 0.21x.
  4. Data centres Data centre land monetisation of ₹~90 bn over 3-4 years is to fund a 1 GW powered shell with ₹20+ bn annual rental by FY32.
  5. Launch execution Rest-of-FY27 launch pipeline of 11.1 msf and ₹190.7 bn GDV must be executed to meet pre-sales guidance.

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.