Lodha Developers Limited — Investor Meet, 30-07-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Lodha Developers reported record Q1 FY27 financial results. Revenue hit INR 5,000 Cr (+43% YoY), EBITDA reached INR 2,150 Cr (+79% YoY) with 43% margin, and PAT more than doubled to INR 1,370 Cr. Pre-sales were INR 4,630 Cr (+4% YoY), impacted by delayed residential launches, but Q2 is targeted at INR 5,000 Cr+. Collections of INR 4,210 Cr (+46% YoY) helped reduce net debt by INR 450 Cr to under INR 5,000 Cr.

Management reaffirmed FY27 PAT growth of 20% (targeting INR 4,100 Cr) and INR 24,000 Cr pre-sales. Data center land monetization is a key growth driver, with land recently valued at INR 42 Cr per acre, nearly doubling in 12 months. Strategic projects in Palava and new city launches are expected to boost future performance.