Lodha Developers H1FY27 PAT ₹2,386 Cr (+63% YoY), Revenue ₹4,468 Cr
Lodha Developers reported H1FY27 PAT of ₹2,386 crore (+63% YoY) and quarterly PAT of ₹1,013 crore (+28% YoY). Quarterly revenue was ₹4,468 crore, with pre-sales at ₹5,037 crore (+10% YoY). The company expects to exceed full-year profit guidance. RentCo business targets ₹3,000 crore annuity income by FY32.
The announcement details strong financial results with substantial growth, positive future outlook, and strategic business expansion plans, which are material to investors.
The company reported significant year-on-year growth in profit after tax and revenue, and expressed confidence in exceeding full-year guidance, indicating a positive financial performance.
Lodha Developers Limited (formerly Macrotech Developers Limited) announced its un-audited financial results for the quarter and half-year ended September 30, 2026. The company reported a profit after tax (PAT) of ₹1,013 crore for the quarter, representing a significant 28% year-on-year growth. For the first half of FY27, the PAT stood at ₹2,386 crore, marking a substantial 63% year-on-year increase. Revenue for the quarter was reported at ₹4,468 crore, with pre-sales reaching ₹5,037 crore, a 10% year-on-year increase.
Mr. Abhishek Lodha, Managing Director, commented on the strong performance, highlighting the 28% YoY profit growth and 18% revenue growth for the quarter, with PAT margins at 22.1%. He expressed confidence in exceeding the full-year profit guidance due to the robust H1 performance. Pre-sales for H1FY27 have already surpassed 40% of the full-year guidance. The company is expanding its presence in Bengaluru and planning launches in NCR during the festive season.
The RentCo business is poised for exponential growth, with a self-funded data center annuity strategy expected to be executed within the next six months, projecting a 10x increase in annuity income from ₹300 crore to ₹3,000 crore between FY26 and FY32. Lodha was also recognized by Newsweek as one of the ‘World’s Most Trustworthy Companies’, being the only Indian real estate company on the list.
The company expressed concern regarding the ongoing conflict in the Middle East and its potential geopolitical and macro-economic implications, while noting that the recent rise in interest rates in India is unlikely to directly impact housing demand in their served segments. Net debt stood at ₹5,279 crore as of September 30, 2026, with a Net debt/Equity ratio of 0.2x. The exit cost of debt remained stable at 7.8%.
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See the model portfoliosA plain-language summary of a public exchange filing by Lodha Developers Limited. Read the original for the full detail.