Update shared on 12 Dec 2025
Fair value Decreased 0.93%Analysts slightly reduced their price target on Lodha Developers to ₹1,835 from about ₹1,852, as they factor in a modestly higher discount rate and somewhat slower revenue growth expectations, partly offset by a marginally stronger profit margin forecast and a lower assumed future P E multiple.
What's in the News
- Board meeting scheduled for October 30, 2025, to consider and approve the unaudited consolidated and standalone financial results for the quarter and half year ended September 30, 2025 (company filing)
Valuation Changes
- Fair value estimate reduced slightly to ₹1,834.9 from ₹1,852.1 per share.
- Discount rate risen modestly to 15.90% from 15.45%, reflecting a marginally higher perceived risk profile.
- Revenue growth trimmed moderately to 25.73% from 27.81%, indicating slightly more conservative growth expectations.
- Net profit margin improved marginally to 21.10% from 20.98%, suggesting a small uplift in profitability assumptions.
- Future P/E lowered slightly to 43.40x from 44.93x, implying a modest de-rating in the long-term valuation multiple.
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