Lodha Developers Ltd

LODHA

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Market Cap

₹ 1,09,029 Cr

P/E

32.74

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Investment Checklist

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Performance

STEADY PERFORMER

Valuation

REASONABLE

Growth

STABLE

Profitability

HIGH MARGIN

Technicals

Bearish

Risk

MODERATE RISK

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Price

PE Ratio

Price

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Overview

Detailed Summary

Lodha Developers Limited is one of India's largest real estate developers, focusing on residential, commercial, and mixed-use projects primarily in Mumbai, Pune, and London.

The company has achieved the highest-ever second-quarter presales, registering INR 45.7 billion, enhancing its robust market position.

Lodha is heavily investing in data centers, leveraging strategic partnerships and favorable government policies to create a leading data infrastructure hub at its Palava location.

The macroeconomic environment is proving favorable with GST rationalization and rate cuts, boosting consumer sentiment and supporting Lodha's growth trajectory.

With ongoing projects across various Indian cities, Lodha is strategically expanding its footprint and diversifying its product mix, enhancing resilience against market fluctuations.

Sector

Realty

Industry

Construction - Housing - Large

Market Cap

1,09,029 Cr

Volatility

High Risk

P/E Ratio

32.7

Industry P/E

41.3

PEG Ratio

2.3

P/B Ratio

5.2

52W High

1,534.25

52W Low

1,036.00

Sales CAGR

33.57%

14.92%

9.33%

10Y

30.53%

Profit CAGR

78.01%

24.54%

38.28%

10Y

58.18%

ROE

TTM

15.65%

9.50%

8.91%

10Y

11.42%

ROCE

TTM

15.46%

13.21%

13.47%

10Y

17.75%

Technicals

‌

Forecasts

No. of Analysts

25

1Y Price Target

1511.51 ▲ 39.51%

Q3 EPS Estimate

Q3 Revenue Estimate

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Price, EPS and Revenue Projections

Strong SellSellHoldBuyStrong Buy

Strong Buy

Buy

Hold

Sell

Strong Sell

updated on

Dec 03, 2025

Peers

Symbol	Price	Market Cap	P/E	P/B	Div Yield (%)	ROE (%)	ROCE (%)	ROA (%)
DLF	697.00	1,72,764 Cr	44.77	4.02	0.86	9.96	6.80	3.57
LODHA	1090.50	1,09,029 Cr	32.74	5.23	0.39	15.65	15.46	6.22
PRESTIGE	1648.00	71,282 Cr	93.13	4.50	0.11	4.84	8.47	1.27
OBEROIRLTY	1657.65	60,233 Cr	26.98	3.60	0.48	13.34	15.62	9.34
SOBHA	1436.10	15,330 Cr	103.14	3.32	0.21	3.22	6.22	0.80
PSPPROJECT	883.95	3,504 Cr	124.68	2.86	0.00	2.29	5.36	1.11
ARKADE	137.65	2,556 Cr	16.19	2.68	0.00	16.55	18.84	12.50

Financial Statements

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Consolidated Quarterly Results (in ₹ Crores)

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Total Figures

QoQ Changes

Total Figures

	Jun 2023	Sep 2023	Dec 2023	Mar 2024	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025
Sales	1,617	1,750	2,931	4,019	2,847	2,626	4,083	4,224	3,492	3,799
Expenses	1,287	1,334	2,048	2,972	2,090	1,921	2,777	3,004	2,507	2,690
Operating Profit	330	416	883	1,047	757	705	1,306	1,221	984	1,109
OPM %	20.40	23.78	30.12	26.05	26.59	26.83	31.98	28.90	28.19	29.19
Other Income	53	1.50	-84	65	71	58	64	195	133	80
Interest	124	123	117	116	117	137	144	152	148	157
Depreciation	24	29	33	117	60	67	67	78	66	71
Profit Before Tax	235	265	649	879	651	560	1,159	1,187	904	961
Tax %	23.68	23.53	22.17	24.08	26.85	24.43	18.45	22.23	25.28	17.80
Net Profit	179	203	505	667	476	423	945	923	675	790
EPS in Rs	1.79	2.02	5.02	6.78	4.74	4.22	9.44	9.21	6.74	7.87

Consolidated Profit Loss (in ₹ Crores)

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Total Figures

YoY Changes

Total Figures

	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	TTM
Sales	7,754	9,677	11,907	12,443	5,449	9,233	9,470	10,316	13,780	14,425
Expenses	6,173	8,007	8,740	10,535	4,077	7,055	7,404	7,640	9,792	10,209
Operating Profit	1,582	1,671	3,167	1,907	1,372	2,179	2,066	2,676	3,988	4,216
OPM %	20.40	17.26	26.60	15.33	25.18	23.60	21.82	25.94	28.94	29.22
Other Income	332	514	72	119	-140	293	-1,042	36	389	450
Interest	466	607	556	730	1,126	680	479	480	550	580
Depreciation	460	395	194	292	73	75	93	204	272	277
Profit Before Tax	987	1,183	2,489	1,003	33	1,717	453	2,028	3,556	3,808
Tax %	41.38	32.79	33.95	26.07	-44.42	29.60	-8.18	23.35	22.19	22.12
Net Profit	579	795	1,644	742	48	1,209	490	1,554	2,767	2,966
EPS in Rs	—	—	—	—	1.01	12.15	4.78	15.61	27.61	33.25
Dividend Payout %	0.00	0.00	0.00	0.00	0.00	0.00	39.60	14.07	15.36	—

Consolidated Balance Sheet (in ₹ Crores)

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Total Figures

YoY Changes

Total Figures

	Mar 2016	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025
Equity Capital	118	113	396	396	396	396	482	482	995	—
Reserves	3,683	4,248	4,759	3,445	4,156	4,203	11,624	12,181	16,475	—
Borrowings	13,840	19,275	23,373	23,362	18,414	18,193	11,537	9,060	7,698	0.00
Other Liabilities	13,030	14,285	12,591	22,661	17,726	16,516	14,837	17,432	22,058	0.00
Total Liabilities	30,671	37,920	41,118	49,864	40,693	39,308	38,479	39,155	47,225	—
Fixed Assets	1,134	2,104	1,998	1,945	1,733	1,670	1,658	1,674	1,023	0.00
CWIP	813	109	5.92	6.29	6.29	6.29	0.00	0.00	3.70	0.00
Investments	1,992	1,384	1,807	1,598	1,841	1,856	839	400	2,647	0.00
Other Assets	26,732	34,323	37,307	46,314	37,112	35,776	35,982	37,081	43,552	0.00
Total Assets	30,671	37,920	41,118	49,864	40,693	39,308	38,479	39,155	47,225	—

Consolidated Cash Flows (in ₹ Crores)

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Total Figures

YoY Changes

Total Figures

	Mar 2016	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025
Cash from Operating Activity	512	696	972	-463	3,772	2,524	1,998	2,750	2,512	1,566
Cash from Investing Activity	-595	-711	-795	-184	181	420	1,139	1,789	-2,947	47
Cash from Financing Activity	-53	14	-94	736	-4,188	-2,835	-2,888	-3,706	951	-2,506
Net Cash Flow	-136	-0.92	82	88	-235	109	250	834	516	-893

Shareholdings

Shareholding History

Quarterly

Yearly

Quarterly

	Dec 2022	Mar 2023	Jun 2023	Sep 2023	Dec 2023	Mar 2024	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025
Promoters	75.00%	74.99%	74.96%	74.93%	74.92%	72.16%	72.13%	72.11%	71.98%	71.94%	71.90%	71.87%
FIIs	19.42%	18.98%	19.83%	20.52%	21.09%	23.79%	24.18%	24.20%	24.45%	24.65%	24.89%	24.11%
DIIs	4.08%	4.39%	4.09%	3.62%	3.20%	3.32%	2.97%	2.78%	2.64%	2.36%	2.20%	2.73%
Public	1.50%	1.64%	1.12%	0.93%	0.78%	0.73%	0.73%	0.91%	0.93%	1.05%	1.01%	1.28%
Total Shareholders	51,058	53,431	55,202	52,590	52,805	60,812	67,699	92,933	94,623	1,04,512	99,267	1,18,870

Market Transactions

Date	Party	Category	Type	Avg Price (₹)	Total Value (₹)	Quantity	Percent Traded
Jul 23, 2025	Invesco developing markets fund	Bulk	Sell	1,384.93	1,319.24 Cr	95,25,689	0.95
Mar 12, 2024	Sambhavnath infrabuild and fa...	Bulk	Sell	1,180.02	586.72 Cr	49,72,100	0.49
Nov 30, 2023	Bnp paribas arbitrage	Bulk	Sell	881.36	1,025.63 Cr	1,16,36,881	1.16
Nov 30, 2023	Bnp paribas arbitrage	Bulk	Buy	869.39	0.48 Cr	5,502	0.00

Projection

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Actions

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Announcements

Last 7 days

Newest

Sentiment

Stock Option Allotment

5 days ago

Allotment of ESOP Shares

Lodha Developers Limited has allotted 83,287 equity shares under their Employee Stock Option Scheme on December 10, 2025.

Documents

Presentations

Concalls

Reports

Presentations

Investor Presentation

Q2 FY26

Investor Presentation

Q1 FY26

Investor Presentation

Q4 FY25

Investor Presentation

Q3 FY25

Investor Presentation

Q2 FY25

Investor Presentation

Q1 FY25

Investor Presentation

Q4 FY24

Investor Presentation

Q3 FY24

Showing 1 - 8 of 20

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Overview

Detailed Summary

Lodha Developers Limited is one of India's largest real estate developers, focusing on residential, commercial, and mixed-use projects primarily in Mumbai, Pune, and London.

The company has achieved the highest-ever second-quarter presales, registering INR 45.7 billion, enhancing its robust market position.

Lodha is heavily investing in data centers, leveraging strategic partnerships and favorable government policies to create a leading data infrastructure hub at its Palava location.

The macroeconomic environment is proving favorable with GST rationalization and rate cuts, boosting consumer sentiment and supporting Lodha's growth trajectory.

With ongoing projects across various Indian cities, Lodha is strategically expanding its footprint and diversifying its product mix, enhancing resilience against market fluctuations.

Sector

Realty

Industry

Construction - Housing - Large

Market Cap

1,09,029 Cr

Volatility

High Risk

P/E Ratio

32.7

Industry P/E

41.3

PEG Ratio

2.3

P/B Ratio

5.2

52W High

1,534.25

52W Low

1,036.00

Sales CAGR

33.57%

14.92%

9.33%

10Y

30.53%

Profit CAGR

78.01%

24.54%

38.28%

10Y

58.18%

ROE

TTM

15.65%

9.50%

8.91%

10Y

11.42%

ROCE

TTM

15.46%

13.21%

13.47%

10Y

17.75%