Lodha Developers (LODHA) Resumen de Acciones
Macrotech Developers Limited, a través de sus filiales, se dedica a la promoción inmobiliaria en la India. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 2/6 |
| Crecimiento futuro | 2/6 |
| Rendimiento pasado | 4/6 |
| Salud financiera | 5/6 |
| Dividendos | 3/6 |
Recompensas
Análisis de riesgos
No se han detectado riesgos en LODHA a partir de nuestros controles de riesgos.
LODHA Community Fair Values
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Analyst Price Targets
Competidores de Lodha Developers Limited
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | ₹1,163.40 |
| Máximo en las últimas 52 semanas | ₹1,344.95 |
| Mínimo de 52 semanas | ₹650.80 |
| Beta | 0.61 |
| Cambio en 1 mes | -4.01% |
| Variación en 3 meses | 29.37% |
| Cambio de 1 año | -1.37% |
| Variación en 3 años | 45.33% |
| Variación en 5 años | 129.26% |
| Variación desde la OPV | 400.12% |
Noticias y actualizaciones recientes
Actualización de narrativa • Aug 19
LODHA: Higher Future P/E Will Pressure Returns Despite AGM Dividend
Analysts have lifted their price target for Lodha Developers from ₹940 to about ₹1,098, reflecting updated assumptions that include a different discount rate, adjusted revenue growth expectations, a slightly higher profit margin and a revised future P/E multiple. What’s in the News for Lodha Developers Lodha Developers has scheduled a board meeting on July 24, 2026 to consider and approve the unaudited consolidated and standalone financial results for the quarter ended June 30, 2026.
Actualización de narrativa • Aug 05
LODHA: Board Results And Dividend Timeline Will Guide Measured Future Expectations
Analysts have lifted their fair value estimate for Lodha Developers from ₹1,221.15 to ₹1,334.15, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E expectations. What’s in the News for Lodha Developers Lodha Developers has scheduled a board meeting on Jul 24, 2026 to consider and approve the unaudited consolidated and standalone financial results for the quarter ended Jun 30, 2026.Artículo de análisis • Jul 29
Results: Lodha Developers Limited Exceeded Expectations And The Consensus Has Updated Its Estimates
A week ago, Lodha Developers Limited ( NSE:LODHA ) came out with a strong set of first-quarter numbers that could...Recent updates
Actualización de narrativa • Aug 19
LODHA: Higher Future P/E Will Pressure Returns Despite AGM Dividend
Analysts have lifted their price target for Lodha Developers from ₹940 to about ₹1,098, reflecting updated assumptions that include a different discount rate, adjusted revenue growth expectations, a slightly higher profit margin and a revised future P/E multiple. What’s in the News for Lodha Developers Lodha Developers has scheduled a board meeting on July 24, 2026 to consider and approve the unaudited consolidated and standalone financial results for the quarter ended June 30, 2026.Actualización de narrativa • Aug 05
LODHA: Board Results And Dividend Timeline Will Guide Measured Future Expectations
Analysts have lifted their fair value estimate for Lodha Developers from ₹1,221.15 to ₹1,334.15, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E expectations. What’s in the News for Lodha Developers Lodha Developers has scheduled a board meeting on Jul 24, 2026 to consider and approve the unaudited consolidated and standalone financial results for the quarter ended Jun 30, 2026.Artículo de análisis • Jul 29
Results: Lodha Developers Limited Exceeded Expectations And The Consensus Has Updated Its Estimates
A week ago, Lodha Developers Limited ( NSE:LODHA ) came out with a strong set of first-quarter numbers that could...Actualización de narrativa • Jul 22
LODHA: Upcoming Board Decisions And Dividend Plans Will Shape Future Upside
The analyst price target for Lodha Developers has been revised from ₹1,191.56 to ₹1,221.15, with analysts citing updated assumptions around the discount rate, revenue growth, profit margin, and future P/E inputs as the basis for this change. What's in the News for Lodha Developers Lodha Developers has scheduled a board meeting on July 24, 2026 to consider and approve the unaudited consolidated and standalone financial results for the quarter ended June 30, 2026.Actualización de narrativa • Jun 15
LODHA: Upcoming Governance Decisions Will Support Future Upside Potential
Analysts have trimmed their fair value estimate for Lodha Developers to ₹1,191.56 from ₹1,238.06, citing a mix of updated assumptions around the discount rate, revenue growth, profit margins and future P/E expectations. What's in the News A board meeting is scheduled for April 24, 2026, to consider and approve audited consolidated and standalone financial results for the quarter and financial year ended March 31, 2026, and to consider a potential dividend recommendation on equity shares for that period.
Actualización de narrativa • Jun 01
LODHA: Upcoming Governance Changes Will Support Data Centre Park Upside
Analysts have reduced their price target for Lodha Developers from ₹1,615 to about ₹1,473, reflecting updated assumptions about the discount rate, revenue growth, profit margin and future P/E expectations. What's in the News A board meeting is scheduled for March 30, 2026 to consider appointing M/s Walker Chandiok & Co. LLP as the new statutory auditor of the company.Actualización de narrativa • May 09
LODHA: Future Auditor Shift And Softer Margins Will Balance Revenue Outlook
Analysts have revised their price target for Lodha Developers from ₹1,074.67 to ₹940.00, reflecting updated assumptions on the discount rate, revenue growth, profit margin, and future P/E. What's in the News Lodha Developers has scheduled a Special/Extraordinary Shareholders Meeting for May 28, 2026, to be conducted via postal ballot in India (company filing).Artículo de análisis • Apr 28
Earnings Release: Here's Why Analysts Cut Their Lodha Developers Limited (NSE:LODHA) Price Target To ₹1,219
It's been a good week for Lodha Developers Limited ( NSE:LODHA ) shareholders, because the company has just released...Actualización de narrativa • Apr 23
LODHA: Data Centre Park Development Will Support Future Upside Potential
Analysts have adjusted their price target for Lodha Developers slightly lower, from ₹1,270 to about ₹1,238. This reflects updated views on the discount rate, revenue growth, profit margin and future P/E assumptions.Actualización de narrativa • Apr 09
LODHA: Data Centre Park Development Will Support Long Term Upside Potential
Analysts have trimmed Lodha Developers' fair value estimate from ₹1,331.39 to ₹1,270.00, citing updated assumptions around discount rate, revenue growth, profit margin and future P/E. These factors together point to a slightly lower, but still supported, price target.Actualización de narrativa • Mar 25
LODHA: Data Centre Park Development Will Drive Long Term Upside Potential
Analysts have reduced their fair value estimate for Lodha Developers from ₹1,478.29 to ₹1,331.39, reflecting updated assumptions around a slightly higher discount rate, more moderate revenue growth, and a revised future P/E multiple, while keeping profit margin expectations broadly similar. What's in the News Lodha Developers signed a memorandum of understanding with the Maharashtra government for a data centre park involving a total planned investment of ₹1,300,000 million, including an earlier agreement of ₹300,000 million with the Mumbai government under the Green Integrated Data Centre Park policy (Key Developments).Actualización de narrativa • Mar 10
LODHA: Data Centre Park Commitments Will Drive Future Upside
Analysts have kept their price target for Lodha Developers steady at ₹1,615, indicating only marginal tweaks in assumptions around discount rate, revenue growth and profit margin to support their unchanged view. What's in the News A board meeting is scheduled on January 28, 2026 to consider and approve unaudited consolidated and standalone financial results for the quarter and nine months ended December 31, 2025 (Key Developments).Actualización de narrativa • Feb 24
LODHA: Data Centre Park And Results Timeline Will Drive Future Upside
Analysts have kept their price target for Lodha Developers steady at ₹1,615, indicating only minor tweaks in the discount rate, revenue growth assumptions, profit margin outlook and future P/E inputs rather than a shift in their overall view. What's in the News Lodha Developers has scheduled a board meeting on January 28, 2026 to consider and approve unaudited consolidated and standalone financial results for the quarter and nine months ended December 31, 2025 (company filing).Actualización de narrativa • Feb 09
LODHA: Data Centre Park And Upcoming Results Will Support Future Upside
Analysts have revised their price target for Lodha Developers from ₹1,850 to ₹1,615, reflecting updates to assumptions on discount rate, revenue growth, profit margins, and the future P/E multiple. What's in the News Lodha Developers has scheduled a board meeting on January 28, 2026 to consider and approve its unaudited consolidated and standalone financial results for the quarter and nine months ended December 31, 2025 (company filing).Actualización de narrativa • Jan 25
LODHA: Data Centre Park Commitments Will Support Future Upside
Analysts have made a small upward adjustment to their price target for Lodha Developers to ₹1,850 from about ₹1,845. This reflects slightly higher assumed profit margins and a marginally richer future P/E multiple, partly offset by more measured revenue growth expectations and a modestly higher discount rate.Artículo de análisis • Jan 25
Is Now The Time To Put Lodha Developers (NSE:LODHA) On Your Watchlist?
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Actualización de narrativa • Jan 10
LODHA: Upcoming Results And Higher Margins Will Support Future Upside
Analysts have slightly increased their fair value estimate for Lodha Developers to ₹1,845 from ₹1,835, citing marginally higher assumptions for revenue growth and profit margins, along with a slightly lower discount rate and a modest adjustment to the future P/E outlook. What's in the News Lodha Developers has scheduled a board meeting for October 30, 2025 to review and approve unaudited financial results on both consolidated and standalone bases for the quarter and half year ended September 30, 2025 (Key Developments).Actualización de narrativa • Dec 26
LODHA: Higher Risk And Softer Margins Will Balance Stronger Revenue Outlook
Analysts have trimmed their price target on Lodha Developers slightly, reducing fair value from ₹1,104.50 to ₹1,074.67 as they incorporate higher discount rates and softer margin expectations, despite a more optimistic revenue growth outlook and modestly lower projected future P E multiples. What's in the News Board meeting scheduled on October 30, 2025 to consider and approve unaudited standalone and consolidated financial results for the quarter and half year ended September 30, 2025 (company filing).Actualización de narrativa • Dec 12
LODHA: Higher Margins And Upcoming Results Will Support Stronger Future Upside
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.Artículo de análisis • Dec 02
Is Lodha Developers (NSE:LODHA) Using Too Much Debt?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Artículo de análisis • Nov 06
Risks To Shareholder Returns Are Elevated At These Prices For Lodha Developers Limited (NSE:LODHA)
With a price-to-earnings (or "P/E") ratio of 36.7x Lodha Developers Limited ( NSE:LODHA ) may be sending bearish...Artículo de análisis • Oct 16
If EPS Growth Is Important To You, Lodha Developers (NSE:LODHA) Presents An Opportunity
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Actualización de narrativa • Sep 05
Mumbai And NCR Expansion Will Unlock Residential Potential
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.
Nueva narrativa • Nov 11
The Transition To Premium Housing And Diversification Drives Future Revenue And Profit Growth
Successful expansion into Bangalore and shift of Palava and Upper Thane projects may boost sales and increase profit margins.Rentabilidad de los accionistas
| LODHA | IN Real Estate | Mercado IN | |
|---|---|---|---|
| 7D | -5.7% | -1.7% | -0.6% |
| 1Y | -1.4% | -7.4% | -0.1% |
Rentabilidad vs. Industria: LODHA superó a la industria Indian Real Estate, que obtuvo un rendimiento del -7.4% el año pasado.
Rentabilidad vs. Mercado: LODHA obtuvo unos resultados inferiores a los del mercado Indian, que fueron del -0.1% el año pasado.
Volatilidad de los precios
| LODHA volatility | |
|---|---|
| LODHA Average Weekly Movement | 5.7% |
| Real Estate Industry Average Movement | 5.5% |
| Market Average Movement | 5.7% |
| 10% most volatile stocks in IN Market | 8.9% |
| 10% least volatile stocks in IN Market | 3.4% |
Precio estable de las acciones: LODHA no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado Indian.
Volatilidad a lo largo del tiempo: La volatilidad semanal de LODHA (6%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1980 | 5,783 | Abhishek Mangal Lodha | www.lodhagroup.com |
Macrotech Developers Limited, a través de sus filiales, se dedica al desarrollo de propiedades inmobiliarias en la India. La empresa se dedica a la construcción y promoción de viviendas, oficinas y locales comerciales, así como al arrendamiento de locales comerciales y oficinas. También desarrolla instalaciones de almacenamiento, logística e industria ligera.
Resumen de fundamentos de Lodha Developers Limited
| Estadísticas fundamentales de LODHA | |
|---|---|
| Capitalización bursátil | ₹1.16t |
| Beneficios(TTM) | ₹41.26b |
| Ingresos (TTM) | ₹181.81b |
28.2x
Ratio precio-beneficio (PE)6.4x
Ratio precio-ventas (PS)¿Está LODHA sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de LODHA | |
|---|---|
| Ingresos | ₹181.81b |
| Coste de los ingresos | ₹102.44b |
| Beneficio bruto | ₹79.37b |
| Otros gastos | ₹38.12b |
| Beneficios | ₹41.26b |
Últimos beneficios comunicados
Jun 30, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 41.29 |
| Margen bruto | 43.66% |
| Margen de beneficio neto | 22.69% |
| Ratio deuda/patrimonio | 42.2% |
¿Cómo se ha desempeñado LODHA a largo plazo?
Ver rendimiento histórico y comparativaDividendos
0.4%
Rentabilidad actual por dividendo12%
Ratio de pagos¿Paga LODHA dividendos fiables?
Ver historial de dividendos e índices de referencia de LODHA| fechas de dividendos de Lodha Developers | |
|---|---|
| Fecha ex dividendo | Aug 07 2026 |
| Fecha de pago de dividendos | Sep 13 2026 |
| Días hasta ex dividendo | 35 days |
| Días hasta la fecha de pago de dividendos | 2 days |
¿Paga LODHA dividendos fiables?
Ver historial de dividendos e índices de referencia de LODHAAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/09/10 14:03 |
| Precio de las acciones al final del día | 2026/09/10 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2026/03/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Lodha Developers Limited está cubierta por 28 analistas. 18 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Amit Srivastava | 360 ONE Capital Market Private Limited |
| Karan Khanna | Ambit Capital |
| null null | Antique Stockbroking Ltd. |