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Lodha Developers Limited Q3 FY26 results deck summary

NSE: LODHA · BSE: 543287

Results deck of 28 Jan 2026, summarised by AI from the filing.

Q3FY26 pre-sales ₹56.2 bn, up 25% YoY; FY26 guidance of ₹210 bn maintained.

Key takeaways

  1. Pre-sales Q3FY26 pre-sales ₹56.2 bn, up 25% YoY, best ever quarterly performance.
  2. Guidance Management maintains FY26 pre-sales guidance of ₹210 bn, with launch pipeline in Q4.
  3. Business development 9MFY26 GDV ₹588 bn, 2.35x of annual guidance of ₹250 bn.
  4. Data centre Palava data centre opportunity with 3 GW power, AWS and STT as anchor clients.
  5. Margin Adj. EBITDA margin declined due to lower contribution from land sales.

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.