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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Q1 saw record pre-sales and strong year-on-year growth in revenue, EBITDA, and PAT, with robust demand across all key markets. Expansion into Delhi NCR is planned, and margins are expected to improve further as premiumization and operational efficiency continue.
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 robust financial growth were achieved, with strong EBITDA margins and significant debt reduction. Expansion in digital infrastructure and premium segments, along with infrastructure upgrades, are expected to drive future growth.
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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 robust EBITDA margin highlight strong demand and operational execution, with diversification into Pune and Bangalore driving growth. Conservative leverage, a positive credit rating, and a healthy project pipeline support confidence in meeting full-year guidance.