Lodha Developers Limited — Investor Meet, 03-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Lodha Developers saw its best-ever Q3 presales at 5,600 Cr, up 25% YoY, achieving 14,600 Cr for 9M FY26 towards its 21,000 Cr full-year target. Q3 revenue grew 29% to 4,660 Cr, with PAT at 950 Cr and a 20% TTM ROE. The company added 34,000 Cr GDV in Q3, totaling 60,000 Cr this year, building a 200,000 Cr pipeline for the next 5 years. Net debt is 6,170 Cr (0.28x equity). Management notes robust demand for quality projects in key markets, expansion into NCR, and significant value from the Palava data center park. Collections are expected to improve following resolved environmental clearances.