LODHA NSE filing

Lodha Developers Q1FY27 Revenue Surges 43% YoY to ₹50 Bn; PAT Over 2x YoY

The RealCase readHigh impact Positive

Lodha Developers reported its Q1FY27 results with revenue up 43% YoY to ₹50.0 billion and PAT more than doubling to ₹13.7 billion. Pre-sales stood at ₹46.3 billion and collections at ₹42.1 billion. Net debt reduced by ₹4.5 billion QoQ, with Net Debt/Equity at 0.20x. The company also highlighted its ongoing strategic initiatives and strong market position.

Why it matters

The significant increase in revenue and PAT, along with a healthy reduction in debt and strong pre-sales, are material financial events that are likely to have a high impact on investor sentiment and the company's stock.

The market read

The company reported strong year-on-year growth in revenue and profit, improved margins, and a reduction in net debt, indicating a positive financial performance and outlook.

Lodha Developers Limited announced its unaudited financial results for the first quarter ended June 30, 2026. The company reported a significant increase in revenue, which grew by 43% year-on-year to ₹50.0 billion, marking its best-ever quarterly performance.

Profit After Tax (PAT) also saw substantial growth, more than doubling year-on-year to ₹13.7 billion, which is 33% of the full-year guidance. The PAT margin improved to 26.9% compared to 18.6% in the same quarter last year. Adjusted EBITDA also rose by 79.1% to ₹21.5 billion, with an improved margin of 43.0%.

The company highlighted strong pre-sales of ₹46.3 billion, up 4% year-on-year, and collections of ₹42.1 billion, up 46% year-on-year. Annuity income stood at ₹3.0 billion on an annualized basis. Net debt reduced by ₹4.5 billion quarter-on-quarter, bringing the net debt to equity ratio to 0.20x, well below the company's ceiling of 0.5x.

Lodha Developers also emphasized its strategic initiatives, including the launch of the Lodha Theoretical Physics Institute and the completion of the Lodha Genius Programme. The company continues to focus on its growth drivers, including its extensive land bank and development pipeline across luxury, premium, and mid-income segments in key cities.

Filing to action

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Lodha Developers Limited filed this with the NSE as a statutory disclosure, categorised under quarterly results. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.

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Primary source

A plain-language summary of a public exchange filing by Lodha Developers Limited. Read the original for the full detail.

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