Macrotech Developers recently executed a significant block deal worth approximately ₹43.7 crore ($5.9 million USD) on the NSE, with each share trading at ₹870.75. The transaction involved over half a million shares.
Lodha Developers Limited
LODHAPrice History
Recent Discussions
The Nifty Next 50 portfolio might see new additions such as Wipro, Polycab, Hitachi Energy, Indian Bank, and ICICI Pru AMC, potentially attracting around $212 million in investments. Conversely, the exit of companies like Indian Hotels, REC, Shree Cement, Zydus Lifesciences, and Lodha may lead to a possible outflow of approximately $202 million, according to Axis Capital's analysis.
Analysts have endorsed Titan, ONGC, Lodha, Elgi Equipments, and Filatex India, highlighting their potential across various sectors. Their recommended price targets are as follows: Titan - Rs 4525, ONGC - Rs 318, Lodha - Rs 910, Elgi - Rs 570, Filatex - Rs 60. It's advisable to set stop-losses for effective risk management.
HDFC Securities has increased its target price for Lodha Developers, now standing at ₹998, and maintains an 'Add' rating on the company, indicating continued optimism about its potential growth.
By FY27, Lodha Developers aims to construct a substantial 1 Gigawatt of data centers, projecting potential land sale revenues of approximately $16 billion.
Jefferies has given a 'Buy' recommendation for Lodha Developers, targeting a price of ₹1,215, due to strong growth in pre-sales for the fiscal year 2027, which is expected to increase by 17% YoY. The company's forecasted 20% 5-year PAT CAGR and surplus operational cash flow of ₹29.6bn should help improve cash flows, reduce net debt, and boost leasing and data center operations.
Lodha records an impressive 24% increase in profit for FY26, reaching ₹3,431 crores. Pre-sales also reached a new high of ₹20,530 crores, and the company reduced its net debt by ₹800 crores.
Lodha Developers reported a significant increase in Q4 EBITDA, reaching ₹14.1 billion compared to ₹12.2 billion the previous year. The improved earnings margin also rose to 30%, marking a positive growth trend for the company.
Lodha Developers appoints Satish Shenoy as a senior executive, effective April 24, 2026. With over three decades in the construction industry, Mr. Shenoy brings extensive experience to his new role.
Lodha Developers plans to achieve a remarkable sales target of ₹24,000 crores in housing projects by the financial year 2026-27. Ambitious growth strategy ahead!
Lodha Developers has announced a recommended dividend of ₹4.25 per share following the approval of their Q4 FY26 financial results. The board also made reappointments, and the auditor confirmed the financials' accuracy with an unmodified opinion.
Lodha Developers reported a 9.4% increase in Q4 net profit to ₹1008 crores, with a 24% rise in full-year PAT. The company proposed a dividend of ₹4.25 per share and saw an 11.6% revenue growth. Debt reduction was also noted at ₹5377 crores.
Large block trade of approximately INR 23.2 crores ($3 million USD) was recorded in Lodha Developers, with each share trading at INR 874.1. This suggests robust market interest in the company.
Lodha Developers shares experienced a significant surge of 6.6%, marking a recovery of 27% from their 52-week low. The growth is driven in part by optimistic predictions from Jefferies, who values the company's data center business at approximately ₹140 per share and anticipates an annual lease income of ₹500 crore, suggesting a potential upside of 54%.
Jefferies has reduced target prices for DLF, Lodha, and Oberoi due to concerns over the Middle East conflict affecting sector growth. However, all three companies still maintain a 'Buy' rating. Prestige and Oberoi face a cautious outlook as pre-sales are decreasing.
Lodha Developers reported a 23% year-on-year increase in Q4 pre-sales, reaching INR 58.9 billion, and a 16% rise for the entire FY26 to INR 205.3 billion. Additionally, the company successfully reduced its net debt by INR 8 billion, bringing it down to INR 53.7 billion, with a debt-equity ratio of 0.23x. FY26 collections saw a growth of 5% YoY, reaching INR 151.6 billion.
Lodha Developers falls short of their FY26 pre-sale targets, attributed to the disruptive effects of the ongoing Iran conflict on business operations.
Despite facing challenges in the real estate sector, Lodha reported a 23% increase in Q4 sales, demonstrating resilience and growth amidst adversity. However, their FY26 target was missed by ₹470 crore.
Lodha Developers fell short of their FY26 pre-sale target by approximately ₹470 crores, according to CNBC TV18's report. This indicates a potential challenge in meeting revenue expectations for the fiscal year.
The Nifty Realty index experienced a 24% decline in 2026 due to concerns over housing demand, uncertainty in the IT sector, and escalating geopolitical risks. Despite strong launches by developers such as Godrej Properties and Macrotech, growth may moderate in FY27 due to challenges posed by supply-demand imbalances.
Lodha Developers has secured a ₹500 crore fund through the issuance of 8.52% interest-bearing Non-Convertible Debentures (NCDs), amounting to 50,000 units. The NCDs will be tradable on the National Stock Exchange and will mature in March 2036.
Real estate giant Lodha Developers has issued 50,000 secured debt instruments (NCDs) worth INR 500 crores, each unit priced at INR 1 lakh. These 10-year NCDs, maturing on March 31, 2036, offer a semi-annual interest rate of 8.52%.
Lodha Developers Ltd has prepaid part of their Non-Convertible Debentures (NCDs) ahead of schedule, complying with SEBI regulations. This early repayment was made on March 30, 2026, due to a public holiday on the original due date.