ResultsIQ

ResultsIQ › Latest results › Lodha Developers Limited

Lodha Developers Limited Q1 FY26 earnings call summary

NSE: LODHA · BSE: 543287

Earnings call of 28 Jul 2025, summarised by AI from the filing.

Initial signs of pickup with higher conversion rates in June and July as mortgage rates settled; more data in H2.

Key takeaways

  1. Mid-income demand Initial signs of pickup with higher conversion rates in June and July as mortgage rates settled; more data in H2.
  2. Environmental clearances NGT order since August 2024 affecting supply; Supreme Court decision expected this quarter.

Original filing on BSE

Lodha Developers Limited Q1 FY27 results

As filed: 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).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • 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.
  • Q2 FY25: Revenue ₹2,626 cr (+50% year on year), EBITDA ₹706 cr (+70% year on year), PAT ₹423 cr (+108% year on year), EBITDA margin 26.9% (+317 bps). Score 85 of 100, Above trend. EBITDA margin rose 317 bps year on year. Not enough history for a trend yet: scored on growth alone. Revenue fell 8% from last quarter.

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.