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Lodha Developers Community
NSEI:LODHA Community
3
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Lodha Developers
AN
AnalystLowTarget
Consensus Narrative from 17 Analysts
Compliance And Urban Migration Will Hurt Margins With Minor Recoveries
Key Takeaways High construction costs, regulatory delays, and debt reliance pose significant risks to profitability, cash flow, and project timelines across Lodha's core markets. Overdependence on luxury segments and shrinking urban demand base threaten sustained revenue growth and limit margin expansion opportunities.
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₹1.10k
FV
10.9% overvalued
intrinsic discount
7.49%
Revenue growth p.a.
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2 days ago
author updated this narrative
Lodha Developers
AN
AnalystHighTarget
Consensus Narrative from 17 Analysts
India Urbanization And Connectivity Will Unlock Premium Property Markets
Key Takeaways Major infrastructure and connectivity upgrades position Palava as a key growth hub, driving transformational revenue and profit upside across the group. Focused expansion into premium, high-growth urban markets and recurring income assets boosts scalability, margin resilience, and long-term earnings visibility.
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₹1.85k
FV
33.9% undervalued
intrinsic discount
27.18%
Revenue growth p.a.
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3 days ago
author updated this narrative
Lodha Developers
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Mumbai And NCR Expansion Will Unlock Residential Potential
Key Takeaways Urban infrastructure investments and supportive government policies are expected to drive robust residential demand and sustained growth for Lodha. Expansion into new markets and segments, combined with disciplined capital management, strengthens Lodha's position for long-term revenue resilience and earnings growth.
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₹1.48k
FV
17.1% undervalued
intrinsic discount
18.67%
Revenue growth p.a.
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5 days ago
author updated this narrative
Your Valuation for
LODHA
LODHA
Lodha Developers
Your Fair Value
₹
Current Price
₹1.22k
7.2% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
325b
2015
2018
2021
2024
2025
2027
2030
Revenue ₹325.0b
Earnings ₹66.0b
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