India · Delayed Price · Currency is INR Lodha Developers Earnings Call Transcripts
Fiscal Year 2026
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Record pre-sales and PAT growth were achieved, with strong operational performance and robust business development. Guidance for FY 2027 targets INR 240 billion pre-sales and 20% PAT CAGR, supported by a healthy launch pipeline and improving infrastructure.
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Record pre-sales and strong margins drove robust quarterly results, with revenue up 29% year-on-year and net debt at a low 0.28x equity. Data center and premium residential segments are key growth drivers, while collections are set to improve as environmental issues are resolved.
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Record Q2 Pre-sales and strong financial growth were reported, with robust margins and cash flow. Infrastructure upgrades and data center initiatives are set to drive future growth, while the company remains on track to exceed full-year guidance.
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Q1FY26 saw record pre-sales and strong margins, with robust demand across all key markets and segments. Net debt remains low, and the company is expanding into Delhi NCR while maintaining a positive outlook, supported by favorable macro trends and a strong launch pipeline.
Fiscal Year 2025
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Achieved record pre-sales and strong profitability in FY25, with 21% pre-sales growth and EBITDA margins above guidance. FY26 outlook targets 20% pre-sales growth, robust cash flow, and continued margin strength, supported by a diversified model and major infrastructure upgrades.
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Record pre-sales and strong financial growth were achieved, with robust demand across segments and significant progress in township and digital infrastructure businesses. Net debt reduced, margins improved, and the company remains on track to meet full-year guidance.
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Q2 saw record sales and strong EBITDA margin, with robust growth in premium housing and data center land values. Net debt remains low, rental income visibility is high, and the company is transitioning to a higher-value product mix while maintaining strong financial discipline.
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Record Q1 pre-sales and strong EBITDA margin were achieved despite macro headwinds, with robust growth in Pune and continued diversification. Guidance for 20% pre-sales growth and improved operating cash flow remains on track, supported by a strong balance sheet and industry tailwinds.