What is Lodha Developers Ltd's market cap?

Lodha Developers Ltd (LODHA) has a market capitalization of ₹84,384 Cr.

What sector is LODHA in?

Lodha Developers Ltd operates in the Real Estate — Development & Construction sector.

What is LODHA's return on equity?

Lodha Developers Ltd has a return on equity (ROE) of 15.7%.

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The Organism · Company Intelligence

Lodha Developers Ltd

LODHA|BSE: 543287

Real Estate — Development & ConstructionInfrastructure & Constructionwww.lodhagroup.com

—

—|MCap ₹84,384 Cr

Promoter: 71.8%

Macrotech Developers Ltd. engages in the real estate development business. The company is headquartered in Mumbai, Maharashtra and currently employs 4,200 full-time employees. The company went IPO on

Secular Currents

Theme Connections

Real Estate Cycle Premiumisation Banking Credit Growth

Intelligence Profile

TSF Score

48/100

Concall Signalconfident3d ago

5 forward guidance items shared

presales growthEBITDA marginpricing growthnew business development GDV addition

The Vitals · Company Health

Health Indicators

Shenanigan Score

5High Risk

Promoter Pledge

27.1%Elevated

↓ Falling

Trust Score

X-Ray

Concerns

No significant concerns identified

Watch

Nothing flagged for monitoring

Strengths

🟢Strong return on equity (15.7%)Business
🟢Efficient capital deployment (ROCE: 18.5%)Business
🟢Good profitability (Net margin: 20.0%)Business
🟢Healthy revenue growth (13.9% CAGR 3yr)Business
🟢Low leverage (D/E: 0.45x)Business
🟢Consistent dividend payerOpportunity

The Numbers · Key Metrics

ROE

15.7%

Revenue Growth 3yr

13.9%

Debt/Equity

0.45x

₹83,451 Cr

The Narrator · StoryTel Intelligence

FY2025Real Estate — Development & ConstructionProduct Sales ModelModel:Revenue = Units Sold × Average Selling Price (recognized as per Ind AS 115 / POCM)

Key Insight

“Operates in Real Estate — Development & Construction.”

The Revenue Story

₹13,780 Cr revenue.

Total Income₹14,170 Cr

Revenue₹13,780 Cr(97.2% of Total Income)

Other Income₹390 Cr(2.8% of Total Income)

The Cost Story

COGS 59.9%, employees 3.9%.

Cogs₹8,250 Cr(55.0%)

EBITDA₹4,378 Cr(29.2%)

Other Expenses₹999 Cr(6.7%)

Finance Costs₹550 Cr(3.7%)

Employee₹543 Cr(3.6%)

Depreciation₹272 Cr(1.8%)

0.3%EBITDA Margin

Cogs

55.0%

EBITDA

29.2%

Other Expenses

6.7%

Finance Costs

3.7%

Employee

3.6%

Depreciation

1.8%

Key Metrics

ROE

15.7%

vs median 6.7%

ROCE

18.5%

vs median 7.8%

Net Margin

20.0%

vs median 10.7%

EBITDA Margin

31.4%

vs median 26.9%

Debt To Equity

0.45x

vs median 0.43x

Rev Growth 3yr

13.9%

vs median 13.7%

EPS Growth 3yr

30.4%

vs median 21.8%

Forward View · Management Guidance

GUIDANCEQ3FY26— 2High Impact

“remain on track to achieve our guidance of approximately $210,000,000,000 of presales for the full year with an embedded EBITDA margin of approximately 33% and therefore an ROE on ”

GUIDANCEQ3FY26— 2High Impact

“So that has some impact on the OCF generation.”

FINANCIALQ3FY26— 2High Impact

“achieved our best ever quarterly presales performance in this quarter with RMB56 billion growing more than 25% year on year.”

The Context · Where does it sit?

Sector Context

The Canopy · Sector KPIs

Sector KPIs

Real Estate — Development & Construction

KPI	Company	Sector Median
ROE	15.7%▲	6.7%
ROCE	18.5%▲	7.8%
Net Margin	20.0%▲	10.7%
EBITDA Margin	31.4%▲	26.9%
Debt To Equity	0.45x▲	0.43x
Rev Growth 3yr	13.9%▲	13.7%
EPS Growth 3yr	30.4%▲	21.8%

The Market · What is the market saying?

Market Signals

The Antenna · Media Intelligence

Media Signal

Low Impact

The Numbers · Show me the data

Financials

No valuation data

Historical valuation data not available.

Financials

Revenue161870000000.00x

PBT₹4,288 Cr

EPS₹33.48

(₹ Cr)	TTM	FY2025	FY2024	FY2023	FY2022	FY2021
Other Income	₹512 Cr +31.3%	₹390 Cr +154.4%	₹153 Cr +8.9%	₹141 Cr -59.3%	₹346 Cr +7.1%	₹323 Cr
Total Income	₹16,699 Cr +17.9%	₹14,170 Cr +35.3%	₹10,470 Cr +8.9%	₹9,611 Cr +0.3%	₹9,579 Cr +66.0%	₹5,772 Cr
COGS	₹9,604 Cr +16.4%	₹8,250 Cr +33.0%	₹6,203 Cr +2.3%	₹6,064 Cr +0.0%	₹6,063 Cr +68.2%	₹3,604 Cr
	₹12,412 Cr +16.9%	₹10,613 Cr +27.5%	₹8,324 Cr +4.4%	₹7,976 Cr +1.4%	₹7,864 Cr +49.1%	₹5,276 Cr
Profit Before Tax	₹4,288 Cr +20.5%	₹3,557 Cr +74.3%	₹2,041 Cr +345.9%	₹458 Cr -73.3%	₹1,716 Cr	₹33 Cr
	₹949 Cr +20.2%	₹789 Cr +66.6%	₹473 Cr ↑ Recovery	(₹37 Cr) ↓ Decline	₹508 Cr ↑ Recovery	(₹15 Cr)
Net Profit	₹3,345 Cr +20.9%	₹2,767 Cr +78.0%	₹1,554 Cr +217.6%	₹489 Cr -59.5%	₹1,209 Cr	₹48 Cr
Profit (Owners)	₹3,342 Cr +20.9%	₹2,764 Cr +78.4%	₹1,549 Cr +218.3%	₹487 Cr -59.5%	₹1,202 Cr	₹40 Cr
Minority Interest	₹3 Cr +47.8%	₹2 Cr -54.9%	₹5 Cr +82.8%	₹3 Cr -54.6%	₹6 Cr -20.6%	₹8 Cr
Other Comprehensive Income	(₹1 Cr) +44.0%	(₹3 Cr) ↓ Decline	₹9 Cr ↑ Recovery	(₹16 Cr)	(₹0.96 Cr) ↓ Decline	₹6 Cr
EPS	₹33.48	₹27.71	₹15.58	₹5.05	₹12.49	₹0.00
Diluted Shares	₹100 Cr	₹100 Cr	₹99 Cr	₹96 Cr	₹96 Cr	₹80 Cr
Profit Or Loss Of Associates	₹6 Cr ↑ Recovery	(₹1 Cr) +89.1%	(₹13 Cr) -147.6%	(₹5 Cr) ↓ Decline	₹0.98 Cr ↑ Recovery	(₹0.02 Cr)