Lodha Developers Q2 FY27 Earnings Call Transcript Released
Lodha Developers reported a record H1 FY27 with PAT of ₹2,386 Cr (up 63%) and revenue of ₹9,460 Cr (up 30%), driven by strong pre-sales of ₹96 Bn. The company is confident of exceeding its 20% profit growth guidance. Bangalore pre-sales exceeded ₹1,800 Cr in Q2. Data center initiatives and a new Gurugram project are progressing.
The announcement details record financial performance, strong future guidance, and significant progress in key strategic areas like data centers and new project launches. This information is highly material for investors and stakeholders, impacting the company's valuation and market perception.
The company reported record-breaking financial results for the first half of FY27, with significant growth in profit after tax and revenue. Positive outlook on future performance, market momentum, and strategic initiatives like data centers and new project launches contribute to a positive sentiment.
Lodha Developers Limited (formerly Macrotech Developers Limited) has released the transcript of its Q2 FY27 Earnings Conference Call, which was held on November 2, 2026. The transcript is available on the company's website.
During the call, Managing Director Abhishek Lodha highlighted that the first half of fiscal year '27 has been the strongest in Lodha's history, with profit after tax of ₹2,386 crores (up 63%) and revenue at ₹9,460 crores (up 30%). Pre-sales reached ₹96 billion, also a record. The company is confident of exceeding its profit guidance of 20% growth. Lodha also noted strong performance in Bangalore, with pre-sales over ₹1,800 crores for Q2, and announced the commencement of pre-sales for its first project in Gurugram NCR.
The company expects the market momentum to continue, unaffected by rising interest rates due to the segments it serves. The Mulund-Airoli-Palava Freeway is nearing completion, expected to significantly enhance connectivity. Collections for H1 FY27 were ₹76 billion, up 19% year-on-year, with operating cash flow at ₹27 billion. Future plans include executing definitive documents for the first data center BTS box within this fiscal year and starting construction, aiming for delivery in fiscal '29.
Regarding market dynamics, Lodha stated that the impact of the Middle East war on housing demand is limited, primarily affecting NRI sales. The company also addressed concerns about oversupply, emphasizing the market's increasing preference for large, organized, and branded developers. Lodha was also recognized by Newsweek as one of the world's most trustworthy companies for the second consecutive year.
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Lodha Developers Limited filed this with the NSE as a statutory disclosure, categorised under concall transcript released. 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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See the model portfoliosA plain-language summary of a public exchange filing by Lodha Developers Limited. Read the original for the full detail.