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Lodha Developers Ltd.

•
lodhagroup.comBSE: 543287NSE: LODHA
Market Cap₹ 1,16,454 Cr.
Current Price
High / Low₹ 1,345 / 651
Stock P/E35.0
Book Value₹ 227
Price to Book3.13
Dividend Yield0.36 %
ROCE14.8 %
ROE14.4 %
Face Value₹ 10

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ABOUT

AI Sector View

AI GENERATED

Realty

Buy

Housing and construction indicators remain supportive for real estate. The housing index reached 105 (Mar/26), residential property prices rose 4.21% (Mar/26), construction output was 5.4% (Jul/26), and cement output accelerated to 13.1% YoY (2026-07). Bank lending rates are steady at 8.96% (Aug/26) rather than easing, but FPI flows turned positive with INR 1999 crore net inflow over 3 months to 2026-08-31 from INR -7216 crore previously.

Confidence
75%
View full sector analysis →

PROS

  • Company has delivered good profit growth of 88.7% CAGR over last 5 years
  • Latest quarter profit grew 62.9% YoY, showing strong momentum
  • Company has delivered good sales growth of 19.7% CAGR over last 5 years
  • Stock looks reasonably valued - P/E of 35.0 is below its historical median
  • Attractively priced for its growth - PEG of 0.4
  • Company maintains a comfortable, low leverage position

CONS

  • Total debt has risen sharply - up 33.5% year on year
  • Though reporting repeated profits, the company pays out little dividend (14.5%)

* The pros and cons are machine generated based on quantitative rules.

Peer comparison

RealtyRealtyConstruction - Real Estate
Part ofNIFTY NEXT 50NIFTYLARGEMIDCAP250NIFTY100 EQL WGTNIFTY 500NIFTY 100
S.No.Name
1.DLF656.4036.55162479.461.22793.90-89.591280.34-52.876.8149.68
2.LODHA1165.4528.23116454.470.361373.10103.394996.7043.1016.8938.51
3.PHOENIXLTD1897.9053.0367883.680.13394.5122.951074.9412.8015.4159.77
4.PRESTIGE1541.8558.3166412.140.13271.40-12.872675.1015.9411.5131.75
5.OBEROIRLTY1796.3024.8465313.870.45543.5129.021300.8931.7317.6956.75
6.GODREJPROP1860.0035.0156028.130.54349.38-41.61506.1716.488.37-57.98
7.ANANTRAJ613.4038.1522074.850.16149.1918.50631.406.5812.2329.53
8.BRIGADE662.0031.0821598.360.23216.9437.351115.55-12.9311.0232.33
9.ABREL1341.65113.3014985.650.19-34.59-27.73188.8530.95-4.54-30.02
10.SOBHA1228.3556.9613137.670.4950.85273.371278.1550.036.966.07
11.SIGNATURE785.7510.5911054.400.00-16.53-148.00551.99-36.2434.77-8.10
12.MAXESTATES547.20774.048950.270.008.35-30.0051.910.862.0515.65
Detailed Comparison with:

Quarterly Results

Standalone Figures in Rs. Crores / View Consolidated

Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
1,4081,7312,7943,5262,8112,5904,0163,8903,3492,9834,3073,9024,378
1,1311,3341,9842,6872,0751,9082,7442,8432,3922,3662,9792,9383,116
Operating Profit2783978108397366821,2711,0479586181,3289631,261
OPM %19.72%22.94%28.97%23.80%26.18%26.32%31.66%26.93%28.60%20.71%30.83%24.69%28.81%
9323-19213095918715514664399268116
Interest154140130119147171186161173187212179199
Depreciation414642122577966656365999365
Profit before Tax1762344457296275231,1079778684291,4169601,377
Tax %23.08%24.68%29.65%26.06%27.99%24.79%24.86%24.09%25.77%21.83%19.07%17.28%23.78%
Net Profit1351763135394523938327426443361,1467941,050
1.401.833.255.544.543.968.357.456.463.3611.487.9510.51

Profit & Loss

Standalone Figures in Rs. Crores / View Consolidated

Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026TTM
5,8657,4439,5168,1155,9268,3539,2259,46013,30714,54215,570
4,7786,1067,0996,3054,7227,4767,3458,7749,57510,67511,400
Operating Profit1,0871,3372,4161,8091,2048771,8806853,7323,8674,171
OPM %18.53%17.96%25.39%22.30%20.31%10.50%20.38%7.25%28.04%26.59%26.79%
493586275-125-1241,179-8141,695435878847
Interest640697676786855402529545666753777
Depreciation4193851512436956124251266320322
Profit before Tax5218411,8646551561,5994131,5843,2343,6734,182
Tax %38.41%38.07%34.95%33.88%21.71%29.09%-10.52%26.53%25.22%20.51%20.49%
Net Profit3215211,2124331221,1344561,1642,4182,9203,325
EPS8.3813.1530.7410.943.0924.754.7311.7024.2429.23—
Dividend Payout %0.00%0.00%0.00%0.00%0.00%0.00%21.13%19.23%17.53%14.54%—

COMPOUNDED SALES GROWTH

10 Years:
8%
5 Years:
20%
3 Years:
16%

COMPOUNDED PROFIT GROWTH

10 Years:
16%
5 Years:
89%
3 Years:
86%

STOCK PRICE CAGR

10 Years:
—
5 Years:
18%
3 Years:
13%
1 Year:
-2%

RETURN ON EQUITY

10 Years:
12%
5 Years:
11%
3 Years:
12%
Last Year:
14%

Balance Sheet

Standalone Figures in Rs. Crores / View Consolidated

Corporate actions

2023

May 31

1:1

Dividend & Quarterly Results & Bonus issue

Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Equity Capital113396396396396482482994998999
3,7294,6253,2253,9414,15911,65511,98515,85518,46421,073
12,56815,89317,03117,08316,03311,08110,7018,6937,9469,078
Trade Payables2,0111,5621,6691,6731,3061,3892,2712,7583,5313,766
10,1297,68913,05911,32413,96812,95514,69819,32418,88622,650
Total Liabilities28,55130,16535,37934,41835,86237,56240,13747,62449,82457,566
7731,5481,4911,2971,3041,3511,7108986701,082
Capital Work in Progress100666600000
2,5879259821,0581,6826123802,3851,3872,943
17,38021,50527,15525,37126,67925,90928,66632,83034,11936,588
0000000763732888
Cash & Bank2031742631162561,0211,7002,5001,4822,913
7,5076,0085,4836,5695,9348,6687,6818,25011,43413,153
Total Assets28,55130,16535,37934,41835,86237,56240,13747,62449,82457,566

Cash Flows

Standalone Figures in Rs. Crores / View Consolidated

Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
2,2081,2361,1692,0543,7322,1061,8371,7801,6101,486
Cash from Investing-1,472330276-14784-1,6241,684-1,931-55-1,532
Cash from Financing-449-1,155-1,145-1,985-3,808-202-2,377667-2,5321,436
-11080-13194134941516-9771,389

Ratios

Standalone Figures in Rs. Crores / View Consolidated

Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026

Shareholding Pattern

Numbers in percentages

Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
72.1372.1171.9871.9471.9071.8771.8572.2770.31
24.1824.2024.4524.6424.8924.1123.4921.2423.62
2.962.782.632.362.192.733.174.623.56
Government0.000.000.000.000.000.000.000.000.00
0.730.910.931.051.011.281.481.862.47

Documents

Corporate disclosures, annual reports, credit ratings, and concall transcripts

2026-09-09
Allotment of Securities

2026-09-09 - Lodha Developers Limited has informed the Exchange regarding allotment of 111859 securities pursuant to ESOP/ESPS at its meeting held on September 09, 2026

2026-09-07
Copy of Newspaper Publication

2026-09-07 - Lodha Developers Limited has informed the Exchange about Copy of Newspaper Advertisement regarding NCLT Convened Meeting of Equity Shareholders and Secured Creditors (including Secured Debenture Holders) of the Company

2026-09-04
Shareholders meeting

2026-09-04 - Lodha Developers Limited has informed the Exchange regarding Notice of Court Convened General Meeting of Secured Creditors (including Secured Debenture Holders) to be held on October 09, 2026

2026-09-04
Shareholders meeting

2026-09-04 - Lodha Developers Limited has informed the Exchange regarding Notice of Court Convened General Meeting of Equity Shareholders to be held on October 09, 2026

2026-08-31
Acquisition

2026-08-31 - Lodha Developers Limited has informed the Exchange about Acquisition of balance stake in Bellissimo Infratech Private Limited (Formerly known as Solidrise Realty Private Limited)

2026-08-31
Change in Management

2026-08-31 - Lodha Developers Limited has informed the Exchange about change in Management

2026-08-21
ESOP/ESOS/ESPS

2026-08-21 - Lodha Developers Limited has informed the Exchange regarding Allotment of 44715 Shares.

2026-08-14
Shareholders meeting

2026-08-14 - Lodha Developers Limited has informed the Exchange regarding Proceedings of Annual General Meeting held on August 14, 2026. Further, the company has submitted the Exchange a copy of Srutinizers report along with voting results.

2026-08-12
Allotment of Securities

2026-08-12 - Lodha Developers Limited has informed the Exchange regarding allotment of 49395 securities pursuant to ESOP/ESPS at its meeting held on August 12, 2026

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