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Lodha Developers LimitedNSEI:LODHA Rapporto sulle azioni

Cap. di mercato ₹917.2b
Prezzo delle azioni
₹918.15
₹940
2.3% sottovalutato sconto intrinseco
1Y-38.1%
7D2.1%
1D
Valore del portafoglio
Vista

Lodha Developers Limited

Report azionario NSEI:LODHA

Capitalizzazione di mercato: ₹917.2b

Lodha Developers (LODHA) Panoramica del titolo

Macrotech Developers Limited, attraverso le sue controllate, si occupa dello sviluppo di proprietà immobiliari in India. Maggiori dettagli

LODHA analisi fondamentale
Punteggio fiocco di neve
Valutazione3/6
Crescita futura2/6
Prestazioni passate4/6
Salute finanziaria5/6
Dividendi3/6

Premi

Analisi del rischio

Non sono stati rilevati rischi per LODHA dai nostri controlli di rischio.

LODHA Community Fair Values

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Concorrenti di Lodha Developers Limited

Storia dei prezzi e prestazioni

Riepilogo dei massimi, dei minimi e delle variazioni dei prezzi delle azioni per Lodha Developers
Prezzi storici delle azioni
Prezzo attuale dell'azione₹918.15
Massimo di 52 settimane₹1,509.80
Minimo di 52 settimane₹650.80
Beta0.58
Variazione di 1 mese4.34%
Variazione a 3 mesi15.22%
Variazione di 1 anno-38.10%
Variazione a 3 anni40.91%
Variazione a 5 anni171.54%
Variazione dall'IPO294.69%

Notizie e aggiornamenti recenti

Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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).
Articolo di analisi 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...
Aggiornamento della narrazione 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.

Recent updates

Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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).
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Articolo di analisi Aug 23

This Is The Reason Why We Think Lodha Developers Limited's (NSE:LODHA) CEO Might Be Underpaid

Key Insights Lodha Developers will host its Annual General Meeting on 29th of August Salary of ₹49.5m is part of CEO...
Articolo di analisi Jul 31

Lodha Developers Limited Just Missed EPS By 20%: Here's What Analysts Think Will Happen Next

Shareholders might have noticed that Lodha Developers Limited ( NSE:LODHA ) filed its first-quarter result this time...
Articolo di analisi Jul 23

Lodha Developers' (NSE:LODHA) Upcoming Dividend Will Be Larger Than Last Year's

Lodha Developers Limited ( NSE:LODHA ) has announced that it will be increasing its dividend from last year's...
Articolo di analisi Jul 02

Lodha Developers' (NSE:LODHA) Shareholders Will Receive A Bigger Dividend Than Last Year

The board of Lodha Developers Limited ( NSE:LODHA ) has announced that it will be paying its dividend of ₹4.25 on the...
Articolo di analisi Jun 30

Is Lodha Developers (NSE:LODHA) Using Too Much Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
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Nuova narrazione 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.

Rendimenti per gli azionisti

LODHAIN Real EstateIN Mercato
7D2.1%4.8%2.8%
1Y-38.1%-22.1%0.9%

Ritorno vs Industria: LODHA ha avuto una performance inferiore rispetto al Indian Real Estate che ha registrato un rendimento -22.1 % nell'ultimo anno.

Rendimento vs Mercato: LODHA ha avuto una performance inferiore al mercato Indian che ha registrato un rendimento 0.9 % nell'ultimo anno.

Volatilità dei prezzi

Is LODHA's price volatile compared to industry and market?
LODHA volatility
LODHA Average Weekly Movement6.5%
Real Estate Industry Average Movement6.9%
Market Average Movement7.1%
10% most volatile stocks in IN Market10.2%
10% least volatile stocks in IN Market4.6%

Prezzo delle azioni stabile: LODHA non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato Indian.

Volatilità nel tempo: La volatilità settimanale ( 7% ) di LODHA è rimasta stabile nell'ultimo anno.

Informazioni sull'azienda

FondatoI dipendentiAMMINISTRATORE DELEGATOSito web
19805,359Abhishek Mangal Lodhawww.lodhagroup.com

Macrotech Developers Limited, attraverso le sue controllate, è impegnata nello sviluppo di proprietà immobiliari in India. La società è impegnata nella costruzione e nello sviluppo di immobili residenziali, uffici e negozi, nonché nella locazione di spazi commerciali e uffici. Sviluppa anche magazzini, strutture logistiche e industriali leggere.

Lodha Developers Limited Riepilogo dei fondamenti

Come si confrontano gli utili e i ricavi di Lodha Developers con la sua capitalizzazione di mercato?
LODHA statistiche fondamentali
Capitalizzazione di mercato₹917.22b
Utili (TTM)₹34.28b
Ricavi(TTM)₹166.76b
26.8x
Rapporto P/E
5.5x
Rapporto P/S

Utili e ricavi

Statistiche chiave sulla redditività dall'ultima relazione sugli utili (TTM)
LODHA Conto economico (TTM)
Ricavi₹166.76b
Costo del fatturato₹97.96b
Profitto lordo₹68.80b
Altre spese₹34.52b
Utili₹34.28b

Ultimi utili riportati

Mar 31, 2026

Prossima data di guadagno

n/a

Utile per azione (EPS)34.32
Margine lordo41.26%
Margine di profitto netto20.56%
Rapporto debito/patrimonio netto42.2%

Come si è comportato LODHA nel lungo periodo?

Vedi performance storica e confronto

Dividendi

0.5%
Rendimento attuale del dividendo
12%
Rapporto di remunerazione

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/19 03:49
Prezzo dell'azione a fine giornata2026/06/19 00:00
Utili2026/03/31
Utili annuali2026/03/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Lodha Developers Limited è coperta da 24 analisti. 18 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Amit Srivastava360 ONE Capital Market Private Limited
null nullAntique Stockbroking Ltd.
Rishith ShahAxis Capital Limited