Lodha Developers（LODHA）株式概要
マクロテック・ディベロッパーズ・リミテッドは、子会社を通じてインドで不動産開発に携わっている。 詳細
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Analyst Price Targets
Lodha Developers Limited 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | ₹1,243.95 |
| 52週高値 | ₹1,344.95 |
| 52週安値 | ₹650.80 |
| ベータ | 0.58 |
| 1ヶ月の変化 | 23.63% |
| 3ヶ月変化 | 38.54% |
| 1年変化 | 2.98% |
| 3年間の変化 | 76.95% |
| 5年間の変化 | 184.62% |
| IPOからの変化 | 434.74% |
最新ニュース
分析記事 • 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...
ナラティブ更新 • 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.Recent updates
分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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).分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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).ナラティブ更新 • 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).ナラティブ更新 • 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).ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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).ナラティブ更新 • 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).ナラティブ更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...ナラティブ更新 • 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.分析記事 • 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...
新しいナラティブ • 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.株主還元
| LODHA | IN Real Estate | IN 市場 | |
|---|---|---|---|
| 7D | 8.7% | 2.4% | 2.0% |
| 1Y | 3.0% | -5.9% | 3.6% |
業界別リターン: LODHA過去 1 年間で-5.9 % の収益を上げたIndian Real Estate業界を上回りました。
リターン対市場: LODHAは、過去 1 年間で3.6 % のリターンをもたらしたIndianマーケットと一致しました。
価格変動
| LODHA volatility | |
|---|---|
| LODHA Average Weekly Movement | 6.1% |
| Real Estate Industry Average Movement | 5.8% |
| Market Average Movement | 6.0% |
| 10% most volatile stocks in IN Market | 9.1% |
| 10% least volatile stocks in IN Market | 3.7% |
安定した株価: LODHA 、 Indian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: LODHAの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1980 | 5,783 | Abhishek Mangal Lodha | www.lodhagroup.com |
マクロテック・ディベロッパーズ・リミテッドは、その子会社を通じ、インドで不動産開発に携わっている。住宅、オフィス、小売物件の建設・開発、小売・オフィススペースの賃貸を手掛ける。また、倉庫、物流施設、軽工業施設の開発も行っている。同社は施設管理、資産運用、マーケティング・販売、サポート・サービス活動に従事している。LODHA、LODHA LUXURY、PALAVA のブランド名で物件を開発している。同社は以前はLodha Developers Limitedとして知られていたが、2019年5月にMacrotech Developers Limitedに社名を変更した。Macrotech Developers Limitedは1980年に設立され、インドのムンバイに本社を置く。
Lodha Developers Limited 基礎のまとめ
| LODHA 基礎統計学 | |
|---|---|
| 時価総額 | ₹1.24t |
| 収益（TTM） | ₹41.26b |
| 売上高(TTM) | ₹181.81b |
30.1x
PER（株価収益率6.8x
P/SレシオLODHA は割高か？
公正価値と評価分析を参照収益と収入
| LODHA 損益計算書（TTM） | |
|---|---|
| 収益 | ₹181.81b |
| 売上原価 | ₹102.44b |
| 売上総利益 | ₹79.37b |
| その他の費用 | ₹38.12b |
| 収益 | ₹41.26b |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 41.29 |
| グロス・マージン | 43.66% |
| 純利益率 | 22.69% |
| 有利子負債／自己資本比率 | 42.2% |
LODHA の長期的なパフォーマンスは？
過去の実績と比較を見る| Lodha Developers 配当日 | |
|---|---|
| 配当落ち日 | Aug 07 2026 |
| 配当支払日 | Sep 13 2026 |
| 配当落ちまでの日数 | 5 days |
| 配当支払日までの日数 | 42 days |
LODHA 配当は確実ですか？
LODHA 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/08/01 20:04 |
| 終値 | 2026/07/31 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2026/03/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Lodha Developers Limited 20 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。28
| アナリスト | 機関 |
|---|---|
| Amit Srivastava | 360 ONE Capital Market Private Limited |
| Karan Khanna | Ambit Capital |
| null null | Antique Stockbroking Ltd. |