Company profile / LODHADEVELOPERS

Lodha Developers earnings calls.

Other · 3 quarters tracked · source-linked performance, management guidance and promise context.

Research layer active
PositiveCredibility 0/100Latest record q4-fy26

Latest revenue

₹4,714 Cr

verified financial record

Quarters tracked

3

source records in the directory

Delivery assessment

0

Across 6 tracked commitments: 0 delivered, 6 missed.

Call date

2026-04-28

latest available source date

Signal trajectory

1 actual quarter
PAT (₹ Cr)PositiveWatchNegative
1 actual records
Actual quarterly PAT (₹ Cr) trajectoryReported values plotted by quarter. Hover or focus a point for its quarter, value, and source sentiment.Q4 FY26: 1,008 · Positive source sentiment · 2026-04-28Q4 FY261,0081,008
Values are taken from the available verified source records; sentiment color is a separate source-read indicator.

Current read

0/100

Across 6 tracked commitments: 0 delivered, 6 missed.

Latest source read

What changed this quarter?

Open quarter read

Lodha Developers reported a strong Q4 FY26 with pre-sales of ₹58.9B, up 23% YoY, and full-year PAT of ₹34.3B (margin 20%), driven by robust demand in premium segments and successful business development adding ₹600B GDV. The company guided to FY27 pre-sales of ₹240B (17% growth) and PAT growth of ~20% CAGR, with a focus on free cash flow as business development spend moderates. Key growth drivers include infrastructure catalysts in Palava (freeway, airport, bullet train) and NCR expansion. Risks include Middle East tensions causing NRI deferrals and construction cost inflation of 3-5%, though margin impact is estimated at <0.35%.

Colored figures compare against the previous available record. Hover or focus one for the comparison.

Signal

Positive

Revenue

₹4,714 Cr

Source date

2026-04-28

Across the record

Quarter history.

1 source records

History modules

Follow the numbers and themes.

Revenue history PAT history Margin trend Guidance tracker Bear-case history Language trends FY26 summary