Lodha Developers Sets October 30 Board Meeting for Q2 Results

Lodha Developers Limited will hold a board meeting on October 30, 2026, to consider unaudited financial results for the quarter and half year ended September 30, 2026. The disclosure follows a first quarter in which the company reported net profit of ₹1,372.10 crore, while management retained its FY27 pre-sales and profit-growth guidance.

When will Lodha Developers announce its September-quarter results?

Lodha Developers has informed BSE that its board of directors is scheduled to meet on October 30, 2026, to consider and approve unaudited financial results for the quarter and half year ended September 30, 2026. The exchange filing was made on October 26 under Regulation 30 of the SEBI Listing Obligations and Disclosure Requirements regulations.

The announcement establishes the formal timetable for the company's September-quarter earnings release. The filing does not provide revenue, profit, sales bookings, debt, or cash-flow figures for the September quarter. Those details will be available only after the board considers and approves the financial statements.

The company has also said that the results will be placed on its website. This is a standard disclosure process for listed companies, allowing shareholders and market participants to access the approved financial information after its release to stock exchanges.

Lodha Developers had earlier listed financial-results meetings on April 24, July 24 and October 30, 2026. The October meeting covers both the second quarter of FY27 and the first half of the financial year, making it a significant reporting point for assessing progress against annual targets.

What is the schedule for the Lodha Developers investor call?

Lodha Developers has scheduled a conference call for November 2, 2026, at 1:00 pm IST to discuss results for the quarter and half year ended September 30, 2026. The company disclosed the investor-meet intimation to BSE on October 26, the same day it announced the board meeting.

The call is expected to follow the earnings release and will provide a forum for management to discuss the reported numbers with analysts and investors. The available disclosure identifies the purpose and schedule of the call but does not contain management commentary, updated business guidance, or a transcript.

The company also stated that the trading window for dealing in its securities has remained closed from October 1, 2026. The closure will continue until 48 hours after declaration of the unaudited results for the September quarter and half year. Such restrictions are intended to limit trading by designated persons while unpublished price-sensitive information is being prepared and considered.

How did Lodha Developers perform in the first quarter of FY27?

Lodha Developers reported net profit of ₹1,372.10 crore in the first quarter of FY27, representing a 100% increase from the comparable quarter, according to the earnings information provided. The company also reported first-quarter revenue of ₹5,096.70 crore and pre-sales of ₹4,630 crore.

The reported profit was described as the company's highest quarterly profit at that point. Pre-sales increased 4% year on year, based on the reported Q1 data. These metrics provide the immediate base for investors assessing the September-quarter disclosure, although the company has not yet released comparable second-quarter figures.

For FY26, Lodha Developers reported consolidated profit after tax of ₹3,431 crore, compared with ₹2,767 crore in FY25, a 24% year-on-year increase. Its profit-after-tax margin rose to 20.0% from 19.5%, while FY26 pre-sales reached a record ₹20,530 crore.

What guidance has Lodha Developers provided for FY27?

Lodha Developers has reaffirmed FY27 pre-sales guidance of ₹24,000 crore and indicated that second-quarter FY27 pre-sales are expected to be ₹5,000 crore or more. The guidance gives investors a stated operating benchmark for comparing the eventual September-quarter sales performance.

The company has also guided for FY27 profit after tax growth of 20%, implying approximately ₹4,100 crore of profit after tax. For the medium term, it has outlined a target of profit after tax above ₹8,500 crore by FY31, while maintaining a 20% growth objective.

Guidance remains management's stated target rather than a reported outcome. The October 30 financial results and the November 2 conference call will indicate whether the first-half performance provides additional information on the company's progress towards these targets.

The FY26 balance-sheet data also provide context for the upcoming release. Lodha Developers said it reduced net debt by about ₹800 crore during FY26 to ₹5,377 crore, with net debt-to-equity at 0.23 times. The September-quarter results may offer updated disclosures on borrowings and leverage, but none have been provided in the current announcements.

Why do the September-quarter results matter to investors?

The September-quarter results matter because they will provide the first official half-year financial update against Lodha Developers' FY27 pre-sales and profit targets. Investors will be able to compare reported sales bookings, revenue and profit with the first-quarter performance and with the company's full-year guidance.

The update is also relevant for evaluating operating margins and balance-sheet trends after FY26 profit-margin expansion and debt reduction. No share-price movement, market reaction, or revised valuation is included in the available disclosures, so these cannot be assessed from the current information.

For homebuyers, project customers and industry participants, the results may provide further information about the company's reported booking momentum and business operations. However, the current filings are limited to the board-meeting and conference-call schedules and do not announce any new project launch, customer-policy change, or operational disruption.

The company previously approved audited financial results for the quarter and year ended March 31, 2026, and recommended a final dividend of ₹4.25 per equity share. That earlier decision demonstrates the board's role in approving periodic financial statements and related shareholder distributions, but the October 30 filing does not mention a dividend proposal.

Conclusion

Lodha Developers will place its unaudited September-quarter and first-half FY27 results before the board on October 30, followed by an analyst and investor conference call on November 2. The scheduled disclosures come after a Q1 FY27 net profit of ₹1,372.10 crore and a FY26 in which consolidated profit after tax rose 24% to ₹3,431 crore.

The next items to watch are the approved Q2 and half-year figures, particularly pre-sales relative to the ₹24,000 crore FY27 guidance, reported profit relative to the approximately ₹4,100 crore target, and any updated information on debt. Management's November 2 call is the scheduled opportunity for further discussion of those results and the FY27 outlook.