Lodha Developers

Mumbai And NCR Expansion Will Unlock Residential Potential

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

11 Nov 24

Updated

05 Sep 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-13.6%

7D

-3.5%

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1Y

-13.6%

7D

-3.5%

You can edit this narrative until Sep 6 10:20 AM. Then, changes will post as Updates.

Author's Valuation

₹1.48k24.3% undervalued

AnalystConsensusTarget Fair Value

Shared on 05 Sep 25

With both the discount rate and future P/E holding virtually steady, analysts have left Lodha Developers’ fair value estimate unchanged at ₹1478. What's in the News Board meeting scheduled to consider fund raising via private placement of Non-Convertible Debentures, aiming to diversify debt and reduce cost of funds.

Shared on 01 May 25

Fair value Increased 2.87%

Shared on 23 Apr 25

Fair value Increased 0.50%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 2.49%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 1.79%

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 1.06%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Decreased 0.85%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

₹1.48k

24.3% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

15.72%

Real Estate revenue growth rate

0.18%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

15.91%

Calculation

₹52.54b

Earnings '28

x

43.54x

PE Ratio '28

=

₹2.29t

Market Cap '28

₹2.29t

Market Cap '28

/

1.01b

No. shares '28

=

₹2.27k

Share Price '28

₹2.27k Share Price '28

Discounted to 2025 @ 15.39% p.a.

=

₹1.48k

Fair Value '25