Lodha Developers (543287) 주식 개요매크로테크 디벨로퍼스는 자회사를 통해 인도에서 부동산 개발 사업을 하고 있습니다. 자세히 보기543287 펀더멘털 분석스노우플레이크 점수가치 평가2/6미래 성장2/6과거 실적4/6재무 건전성5/6배당3/6강점수익은 매년 11.77% 증가할 것으로 예상됩니다.지난 1년간 수익이 39.2% 증가했습니다.위험 분석우리의 위험 점검에서 543287에 대한 위험이 감지되지 않았습니다.모든 위험 점검 보기543287 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW477,415 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA477,415 investors already sharing narrativesYour Fair Value₹Current Price₹1.24k9.7% 고평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0327b2016201920222025202620282031Revenue ₹327.1bEarnings ₹74.2bAdvancedSet Fair ValueView all narrativesLodha Developers Limited 경쟁사Godrej PropertiesSymbol: NSEI:GODREJPROPMarket cap: ₹599.4bPrestige Estates ProjectsSymbol: NSEI:PRESTIGEMarket cap: ₹685.9bOberoi RealtySymbol: NSEI:OBEROIRLTYMarket cap: ₹671.2bAnant RajSymbol: BSE:515055Market cap: ₹226.6b가격 이력 및 성과Lodha Developers 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가₹1,240.0052주 최고가₹1,344.0052주 최저가₹650.85베타0.621개월 변동4.25%3개월 변동44.61%1년 변동0.58%3년 변동78.30%5년 변동190.77%IPO 이후 변동435.46%최근 뉴스 및 업데이트Upcoming Dividend • Jul 31Upcoming dividend of ₹4.25 per shareEligible shareholders must have bought the stock before 07 August 2026. Payment date: 13 September 2026. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (0.6%).Price Target Changed • Jul 28Price target increased by 8.8% to ₹1,319Up from ₹1,212, the current price target is an average from 20 analysts. New target price is approximately in line with last closing price of ₹1,301. Stock is up 4.4% over the past year. The company is forecast to post earnings per share of ₹41.38 for next year compared to ₹34.34 last year.공고 • Jul 20Lodha Developers Limited to Report Q1, 2027 Results on Jul 24, 2026Lodha Developers Limited announced that they will report Q1, 2027 results on Jul 24, 2026Reported Earnings • Jul 12Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: ₹34.34 (up from ₹27.76 in FY 2025). Revenue: ₹166.8b (up 21% from FY 2025). Net income: ₹34.3b (up 24% from FY 2025). Profit margin: 21% (in line with FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.5%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Real Estate industry in India. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jul 06Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹1,096, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 23x in the Real Estate industry in India. Total returns to shareholders of 63% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹770 per share.공고 • Jul 02Lodha Developers Limited announces Annual dividend, payable on September 13, 2026Lodha Developers Limited announced Annual dividend of INR 4.2500 per share payable on September 13, 2026, ex-date on August 07, 2026 and record date on August 07, 2026.더 많은 업데이트 보기Recent updatesUpcoming Dividend • Jul 31Upcoming dividend of ₹4.25 per shareEligible shareholders must have bought the stock before 07 August 2026. Payment date: 13 September 2026. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (0.6%).Price Target Changed • Jul 28Price target increased by 8.8% to ₹1,319Up from ₹1,212, the current price target is an average from 20 analysts. New target price is approximately in line with last closing price of ₹1,301. Stock is up 4.4% over the past year. The company is forecast to post earnings per share of ₹41.38 for next year compared to ₹34.34 last year.공고 • Jul 20Lodha Developers Limited to Report Q1, 2027 Results on Jul 24, 2026Lodha Developers Limited announced that they will report Q1, 2027 results on Jul 24, 2026Reported Earnings • Jul 12Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: ₹34.34 (up from ₹27.76 in FY 2025). Revenue: ₹166.8b (up 21% from FY 2025). Net income: ₹34.3b (up 24% from FY 2025). Profit margin: 21% (in line with FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.5%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Real Estate industry in India. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jul 06Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹1,096, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 23x in the Real Estate industry in India. Total returns to shareholders of 63% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹770 per share.공고 • Jul 02Lodha Developers Limited announces Annual dividend, payable on September 13, 2026Lodha Developers Limited announced Annual dividend of INR 4.2500 per share payable on September 13, 2026, ex-date on August 07, 2026 and record date on August 07, 2026.공고 • Jul 01Lodha Developers Limited, Annual General Meeting, Aug 14, 2026Lodha Developers Limited, Annual General Meeting, Aug 14, 2026, at 15:30 Indian Standard Time.Reported Earnings • Apr 25Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: ₹34.34 (up from ₹27.76 in FY 2025). Revenue: ₹171.2b (up 23% from FY 2025). Net income: ₹34.3b (up 24% from FY 2025). Profit margin: 20% (in line with FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.5%. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 25% growth forecast for the Real Estate industry in India. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.공고 • Apr 21Lodha Developers Limited to Report Q4, 2026 Results on Apr 24, 2026Lodha Developers Limited announced that they will report Q4, 2026 results at 12:08 PM, Indian Standard Time on Apr 24, 2026Price Target Changed • Apr 13Price target decreased by 7.0% to ₹1,238Down from ₹1,331, the current price target is an average from 18 analysts. New target price is 51% above last closing price of ₹821. Stock is down 27% over the past year. The company is forecast to post earnings per share of ₹33.74 for next year compared to ₹27.76 last year.Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₹828, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 21x in the Real Estate industry in India. Total returns to shareholders of 82% over the past three years.Reported Earnings • Jan 29Third quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2026 results: EPS: ₹9.59 (up from ₹9.48 in 3Q 2025). Revenue: ₹47.8b (up 15% from 3Q 2025). Net income: ₹9.57b (up 1.3% from 3Q 2025). Profit margin: 20% (down from 23% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) missed analyst estimates by 9.8%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Real Estate industry in India. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jan 23Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₹900, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 25x in the Real Estate industry in India. Total returns to shareholders of 79% over the past three years.공고 • Jan 22Lodha Developers Limited to Report Q3, 2026 Results on Jan 28, 2026Lodha Developers Limited announced that they will report Q3, 2026 results on Jan 28, 2026Reported Earnings • Oct 31Second quarter 2026 earnings released: EPS: ₹7.90 (vs ₹4.25 in 2Q 2025)Second quarter 2026 results: EPS: ₹7.90 (up from ₹4.25 in 2Q 2025). Revenue: ₹38.8b (up 48% from 2Q 2025). Net income: ₹7.89b (up 87% from 2Q 2025). Profit margin: 20% (up from 16% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Real Estate industry in India. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.공고 • Oct 27Lodha Developers Limited to Report Q2, 2026 Results on Oct 30, 2025Lodha Developers Limited announced that they will report Q2, 2026 results on Oct 30, 2025공고 • Oct 20Lodha Developers Limited Appoints Amandeep Singh as Regional CEO - NCR, with Effect from October 27, 2025The Board of Directors of Lodha Developers Limited based on the recommendation of Nomination and Remuneration Committee, has approved the appointment of Mr. Amandeep Singh as Regional CEO - NCR (categorized as Senior Management Personnel) of the Company. With effect from October 27, 2025. Mr. Amandeep Singh is a seasoned real estate professional with over 22 years of experience driving transformative growth, particularly in P&L delivery, strategic planning and institution building across diverse markets. He holds an MBA in Marketing & Systems from Xavier Institute of Management (Gold Medalist) and a BE in Electronics & Telecommunication from the Army Institute of Technology. He joins the Company from DLF Ltd. where he served as Sr. ED (COO, Gurgaon & North), delivering launch readiness for projects valued at INR 250,000 million, spread over 14 million sq. ft. in the Gurgaon and Chandigarh markets, spearheaded delivery of seven projects covering 2 million sq. ft, among other things. He has spent a significant part of his career with Godrej Properties where he was CEO (East & West Zone), responsible for P&L delivery across markets of Pune, Kolkata, Ahmedabad & Nagpur, leading a team of 400+.Upcoming Dividend • Aug 15Upcoming dividend of ₹4.25 per shareEligible shareholders must have bought the stock before 22 August 2025. Payment date: 28 September 2025. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.3%). Lower than average of industry peers (0.5%).공고 • Jul 22Lodha Developers Limited to Report Q1, 2026 Results on Jul 26, 2025Lodha Developers Limited announced that they will report Q1, 2026 results at 12:08 PM, Indian Standard Time on Jul 26, 2025Reported Earnings • Jul 11Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: ₹27.76 (up from ₹16.03 in FY 2024). Revenue: ₹139.4b (up 34% from FY 2024). Net income: ₹27.6b (up 78% from FY 2024). Profit margin: 20% (up from 15% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) also surpassed analyst estimates by 6.2%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Real Estate industry in India. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.Declared Dividend • Jun 22Dividend increased to ₹4.25Dividend of ₹4.25 is 89% higher than last year. Ex-date: 22nd August 2025 Payment date: 28th September 2025 Dividend yield will be 0.3%, which is lower than the industry average of 0.4%. Sustainability & Growth Dividend is well covered by both earnings (15% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 106% per year over the past 2 years and payments have been stable during that time. EPS is expected to grow by 69% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공고 • Jun 22Lodha Developers Limited announces Annual dividend, payable on September 28, 2025Lodha Developers Limited announced Annual dividend of INR 4.2500 per share payable on September 28, 2025, ex-date on August 22, 2025 and record date on August 22, 2025.공고 • Jun 20Lodha Developers Limited, Annual General Meeting, Aug 29, 2025Lodha Developers Limited, Annual General Meeting, Aug 29, 2025, at 15:30 Indian Standard Time.Reported Earnings • Apr 25Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: ₹27.76 (up from ₹16.03 in FY 2024). Revenue: ₹141.7b (up 37% from FY 2024). Net income: ₹27.6b (up 78% from FY 2024). Profit margin: 20% (up from 15% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) also surpassed analyst estimates by 6.2%. Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 22% growth forecast for the Real Estate industry in India. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.공고 • Apr 25Macrotech Developers Limited Recommends Final Dividend for the Financial Year Ended 31 March 2025The Board of Directors of Macrotech Developers Limited has recommended final dividend of INR 4.25 i.e. 42.50% per fully paid up equity share of INR 10/- each for the financial year ended 31-March-2025, subject to approval of shareholdes at its board meeting held on April 24, 2025.공고 • Apr 21Macrotech Developers Limited to Report Q4, 2025 Results on Apr 24, 2025Macrotech Developers Limited announced that they will report Q4, 2025 results on Apr 24, 2025Valuation Update With 7 Day Price Move • Apr 21Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹1,295, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 32x in the Real Estate industry in India. Total returns to shareholders of 164% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹1,507 per share.공고 • Apr 19Macrotech Developers Limited Announces Cessation of Ashwani Kumar as Independent Director, Effective April 7, 2025Macrotech Developers Limited announced Mr. Ashwani Kumar (DIN:02870681) has completed his term as Independent Director and consequently ceased to be an Independent Director of the Company with effect from the close of business hours on April 7, 2025.Valuation Update With 7 Day Price Move • Feb 02Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹1,280, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 37x in the Real Estate industry in India. Total returns to shareholders of 97% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹1,230 per share.공고 • Jan 31Macrotech Developers Limited Announces Resignation of Dhruti Dholakia as President Legal, Effective from Close of Business Hours on February 14, 2025Macrotech Developers Limited announced that Ms. Dhruti Dholakia, President Legal (Senior Management Personnel) of the Company has tendered her resignation due to personal reasons. This shall be effective from close of business hours on February 14, 2025.Buy Or Sell Opportunity • Jan 30Now 22% overvaluedOver the last 90 days, the stock has fallen 3.8% to ₹1,162. The fair value is estimated to be ₹955, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 39%. Revenue is forecast to grow by 41% in 2 years. Earnings are forecast to grow by 50% in the next 2 years.공고 • Jan 27Macrotech Developers Limited Announces Chief Financial Officer ChangesMacrotech Developers Limited announced that Mr. Sushil Kumar Modi would move to a new role within the Company and will consequently cease to be the Chief Financial Officer of the Company with effect from January 25, 2025. Based on the recommendation of the Nomination & Remuneration Committee and the Audit Committee, the Board has approved the appointment of Mr. Sanjay Chauhan as the Chief Financial Officer and Key Managerial Personnel of the Company with effect from January 25, 2025. Mr. Sanjay Chauhan joined the Company as Deputy CFO in June 2023. He is a qualified Chartered Accountant with approximately 21 years of work experience in the fields of audit, accountancy, taxation, controllership, internal controls, governance, treasury, and M&A. He comes with prior experience from Adani Group, where he headed Finance & Accounts at Adani Ports & SEZ limited. He started his career with Deloitte in audit & assurance team where he worked on various statutory audits and US listing of Vedanta Group. He started his corporate journey by joining Essar Group where he was associated for over a decade gaining experience in various corporate roles, worked on UK listing for Essar Energy Limited (oil, gas and power vertical of Essar Group) and last held the role of Controller of the said vertical.공고 • Jan 20Macrotech Developers Limited to Report Q3, 2025 Results on Jan 25, 2025Macrotech Developers Limited announced that they will report Q3, 2025 results at 12:08 PM, Indian Standard Time on Jan 25, 2025Valuation Update With 7 Day Price Move • Jan 15Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₹1,125, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 35x in the Real Estate industry in India. Total returns to shareholders of 82% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹538 per share.공고 • Nov 30Macrotech Developers Limited (NSEI:LODHA) acquired Janus Logistics and Industrial Parks Private Limited from Phoenix Logistics And Industrial Parks Private Limited for approximately INR 480 million.Macrotech Developers Limited (NSEI:LODHA) entered into a share purchase agreement to acquire Janus Logistics and Industrial Parks Private Limited from Phoenix Logistics And Industrial Parks Private Limited for approximately INR 480 million on November 29, 2024. A cash consideration of INR 479.37 million will be paid by Macrotech Developers Limited. As part of consideration, INR 479.37 million is paid towards common equity of Janus Logistics and Industrial Parks Private Limited. For the period ending March 31, 2024, Janus Logistics and Industrial Parks Private Limited reported total revenue of INR 0. As of March 31, 2024, Janus Logistics and Industrial Parks Private Limited reported net liabilities of INR 1.75 million. Macrotech Developers Limited (NSEI:LODHA) completed the acquisition of Janus Logistics and Industrial Parks Private Limited from Phoenix Logistics And Industrial Parks Private Limited on November 29, 2024.공고 • Nov 07+ 2 more updatesMacrotech Developers Limited (NSEI:LODHA) agreed to acquire 33.33% stake in Bellissimo In City FC Mumbai 1 Private Limited from India Opportunities Fund SSA Scheme 1 and Bain Capital Credit, LP for approximately INR 950 million.Macrotech Developers Limited (NSEI:LODHA) agreed to acquire 33.33% stake in Bellissimo In City FC Mumbai 1 Private Limited from India Opportunities Fund SSA Scheme 1 and Bain Capital Credit, LP for approximately INR 950 million on November 7, 2024. A cash consideration of INR 951.2 million will be paid by Macrotech Developers Limited. As part of consideration, INR 951.2 million is paid towards common equity of Bellissimo In City FC Mumbai 1 Private Limited. Upon completion, Macrotech Developers Limited will own 100% stake in Bellissimo In City FC Mumbai 1 Private Limited. The expected completion of the transaction is November 8, 2024 to May 6, 2025.Reported Earnings • Oct 26Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: ₹4.25 (up from ₹2.09 in 2Q 2024). Revenue: ₹26.3b (up 50% from 2Q 2024). Net income: ₹4.23b (up 110% from 2Q 2024). Profit margin: 16% (up from 12% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 9.6%. Earnings per share (EPS) also missed analyst estimates by 36%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Real Estate industry in India. Over the last 3 years on average, earnings per share has increased by 28% per year whereas the company’s share price has increased by 27% per year.공고 • Oct 21Macrotech Developers Limited to Report Q2, 2025 Results on Oct 25, 2024Macrotech Developers Limited announced that they will report Q2, 2025 results on Oct 25, 2024Valuation Update With 7 Day Price Move • Oct 03Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₹1,176, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 45x in the Real Estate industry in India. Total returns to shareholders of 110% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹727 per share.공고 • Sep 19+ 2 more updatesMacrotech Developers Limited (NSEI:LODHA) agreed to acquire an additional 33.33% stake in Bellissimo In City FC Mumbai 1 Private Limited from Ivanhoé Entreposage Inde Inc. for approximately INR 820 million.Macrotech Developers Limited (NSEI:LODHA) agreed to acquire an additional 33.33% stake in Bellissimo In City FC Mumbai 1 Private Limited from Ivanhoé Entreposage Inde Inc. for approximately INR 820 million on September 18, 2024. A cash consideration of INR 822.7 million will be paid by Macrotech Developers Limited. As part of consideration, INR 822.7 million is paid towards common equity of Bellissimo In City FC Mumbai 1 Private Limited. Upon completion, Macrotech Developers Limited will own 66.67% stake in Bellissimo In City FC Mumbai 1 Private Limited. As of March 31, 2024, Bellissimo In City FC Mumbai 1 Private Limited reported total common equity of INR 1.54 billion. The transaction is expected to complete within 30 days.Price Target Changed • Sep 16Price target increased by 7.1% to ₹1,367Up from ₹1,277, the current price target is an average from 18 analysts. New target price is 7.2% above last closing price of ₹1,276. Stock is up 64% over the past year. The company is forecast to post earnings per share of ₹25.15 for next year compared to ₹16.03 last year.공고 • Aug 24Macrotech Developers Limited Declares Final Dividend for the Year Ended March 31, 2024Macrotech Developers Limited announced that at its AGM held on August 23, 2024, shareholders declared final dividend of INR 2.25 per equity share for the year ended March 31, 2024.Upcoming Dividend • Aug 09Upcoming dividend of ₹2.25 per shareEligible shareholders must have bought the stock before 16 August 2024. Payment date: 22 September 2024. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of Indian dividend payers (1.1%). Lower than average of industry peers (0.5%).Reported Earnings • Jul 31First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: EPS: ₹4.78 (up from ₹1.85 in 1Q 2024). Revenue: ₹29.2b (up 80% from 1Q 2024). Net income: ₹4.75b (up 166% from 1Q 2024). Profit margin: 16% (up from 11% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) also missed analyst estimates by 26%. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Real Estate industry in India. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 44% per year, which means it is tracking significantly ahead of earnings growth.공고 • Jul 25Macrotech Developers Limited to Report Q1, 2025 Results on Jul 30, 2024Macrotech Developers Limited announced that they will report Q1, 2025 results on Jul 30, 2024Reported Earnings • Jul 01Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: ₹16.03 (up from ₹5.05 in FY 2023). Revenue: ₹103.2b (up 8.9% from FY 2023). Net income: ₹15.5b (up 218% from FY 2023). Profit margin: 15% (up from 5.1% in FY 2023). The increase in margin was primarily driven by higher revenue. Revenue missed analyst estimates by 5.7%. Earnings per share (EPS) also missed analyst estimates by 15%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Real Estate industry in India. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 65% per year, which means it is tracking significantly ahead of earnings growth.공고 • Jun 29Macrotech Developers Limited Proposes Final Dividend for the Year Ended March 31, 2024, Payable on or After August 26, 2024Macrotech Developers Limited proposed final dividend of INR 2.25 per equity share for the financial year ended March 31, 2024 at its AGM to be held on August 23, 2024. Record Date for the payment of Dividend is August 16, 2024. Dividend Payment is On or after August 26, 2024.공고 • Jun 18Macrotech Developers Limited, Annual General Meeting, Aug 23, 2024Macrotech Developers Limited, Annual General Meeting, Aug 23, 2024, at 15:30 Indian Standard Time.공고 • May 25Macrotech Developers Limited (NSEI:LODHA) completed the acquisition to acquire 50% stake in Siddhivinayak Realties Private Limited from Oberoi Constructions Limited.Macrotech Developers Limited (NSEI:LODHA) entered into an agreement to acquire 50% stake in Siddhivinayak Realties Private Limited from Oberoi Constructions Limited for INR 2.5 billion on March 28, 2024. Siddhivinayak Realties reported revenue of INR 0 and net worth of INR 838,871,797 as at March 31, 2023. The transaction is expected to close within a week. Macrotech Developers Limited (NSEI:LODHA) completed the acquisition to acquire 50% stake in Siddhivinayak Realties Private Limited from Oberoi Constructions Limited May 24, 2024. SRPL has become Wholly Owned Subsidiary of the Company.Price Target Changed • May 21Price target increased by 7.4% to ₹1,203Up from ₹1,121, the current price target is an average from 17 analysts. New target price is approximately in line with last closing price of ₹1,243. Stock is up 151% over the past year. The company is forecast to post earnings per share of ₹24.68 for next year compared to ₹16.03 last year.Reported Earnings • Apr 25Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: ₹16.03 (up from ₹5.05 in FY 2023). Revenue: ₹104.7b (up 11% from FY 2023). Net income: ₹15.5b (up 218% from FY 2023). Profit margin: 15% (up from 5.1% in FY 2023). Revenue missed analyst estimates by 5.7%. Earnings per share (EPS) also missed analyst estimates by 15%. Revenue is forecast to grow 21% p.a. on average during the next 2 years, compared to a 23% growth forecast for the Real Estate industry in India. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 59% per year, which means it is tracking significantly ahead of earnings growth.공고 • Apr 20Macrotech Developers Limited to Report Q4, 2024 Results on Apr 24, 2024Macrotech Developers Limited announced that they will report Q4, 2024 results on Apr 24, 2024공고 • Mar 30Macrotech Developers Limited (NSEI:LODHA) entered into an agreement to acquire 50% stake in Siddhivinayak Realties Private Limited from Oberoi Constructions Limited for INR 2.5 billion.Macrotech Developers Limited (NSEI:LODHA) entered into an agreement to acquire 50% stake in Siddhivinayak Realties Private Limited from Oberoi Constructions Limited for INR 2.5 billion on March 28, 2024. Siddhivinayak Realties reported revenue of INR 0 and net worth of INR 838,871,797 as at March 31, 2023. The transaction is expected to close within a week.Valuation Update With 7 Day Price Move • Mar 13Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₹1,012, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 41x in the Real Estate industry in India. Total returns to shareholders of 135% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ₹731 per share.공고 • Mar 08Macrotech Developers Limited has completed a Follow-on Equity Offering in the amount of INR 32.81851 billion.Macrotech Developers Limited has completed a Follow-on Equity Offering in the amount of INR 32.81851 billion. Security Name: Equity Shares Security Type: Common Stock Securities Offered: 29,889,353 Price\Range: INR 1098 Transaction Features: Regulation S; Subsequent Direct ListingNew Risk • Mar 07New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks High level of debt (50% net debt to equity). Shareholders have been diluted in the past year (3.2% increase in shares outstanding).Reported Earnings • Mar 07Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: ₹5.22 (up from ₹4.20 in 3Q 2023). Revenue: ₹29.3b (up 65% from 3Q 2023). Net income: ₹5.03b (up 24% from 3Q 2023). Profit margin: 17% (down from 23% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 25%. Earnings per share (EPS) also surpassed analyst estimates by 68%. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Real Estate industry in India.공고 • Mar 05Macrotech Developers Limited has filed a Follow-on Equity Offering in the amount of INR 33 billion.Macrotech Developers Limited has filed a Follow-on Equity Offering in the amount of INR 33 billion. Security Name: Equity Shares Security Type: Common Stock Securities Offered: 29,216,985 Price(minimum): INR 1129.48 Transaction Features: Regulation S; Subsequent Direct ListingPrice Target Changed • Jan 30Price target increased by 9.6% to ₹1,036Up from ₹945, the current price target is an average from 15 analysts. New target price is approximately in line with last closing price of ₹1,035. Stock is up 103% over the past year. The company is forecast to post earnings per share of ₹16.92 for next year compared to ₹5.05 last year.Reported Earnings • Jan 28Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: ₹5.22 (up from ₹4.20 in 3Q 2023). Revenue: ₹29.6b (up 67% from 3Q 2023). Net income: ₹5.03b (up 24% from 3Q 2023). Profit margin: 17% (down from 23% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 25%. Earnings per share (EPS) also surpassed analyst estimates by 68%. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Real Estate industry in India.공고 • Jan 20Macrotech Developers Limited to Report Q3, 2024 Results on Jan 27, 2024Macrotech Developers Limited announced that they will report Q3, 2024 results at 4:00 PM, Indian Standard Time on Jan 27, 2024Price Target Changed • Jan 11Price target increased by 11% to ₹939Up from ₹844, the current price target is an average from 16 analysts. New target price is 17% below last closing price of ₹1,130. Stock is up 120% over the past year. The company is forecast to post earnings per share of ₹18.55 for next year compared to ₹5.05 last year.Price Target Changed • Jan 08Price target increased by 9.1% to ₹870Up from ₹798, the current price target is an average from 16 analysts. New target price is 20% below last closing price of ₹1,093. Stock is up 106% over the past year. The company is forecast to post earnings per share of ₹18.68 for next year compared to ₹5.05 last year.Valuation Update With 7 Day Price Move • Nov 04Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹849, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 36x in the Real Estate industry in India. Total returns to shareholders of 79% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ₹618 per share.Reported Earnings • Oct 29Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: EPS: ₹2.09 (up from ₹9.77 loss in 2Q 2023). Revenue: ₹17.6b (flat on 2Q 2023). Net income: ₹2.02b (up ₹11.3b from 2Q 2023). Profit margin: 12% (up from net loss in 2Q 2023). Revenue missed analyst estimates by 26%. Earnings per share (EPS) also missed analyst estimates by 5.0%. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Real Estate industry in India.공고 • Oct 28Newcold India Holding B.v. entered into share purchase agreement to acquire Classichomes Developers and Farms Private Limited from Macrotech Developers Limited (NSEI:LODHA) for INR 1.5 billion.Newcold India Holding B.v. entered into share purchase agreement to acquire Classichomes Developers and Farms Private Limited from Macrotech Developers Limited (NSEI:LODHA) for INR 1.5 billion on October 25, 2023. Classichomes Developers has reported net worth of INR 489.82 million as at March 31, 2023. The transaction is expected to close on January 8, 2024.공고 • Oct 21Macrotech Developers Limited to Report Q2, 2024 Results on Oct 28, 2023Macrotech Developers Limited announced that they will report Q2, 2024 results on Oct 28, 2023공고 • Sep 16Macrotech Developers Limited Approves Final Dividend for the Year Ended March 31, 2023Macrotech Developers Limited approved to declare final dividend of INR 1 per equity share for the year ended March 31, 2023.Buying Opportunity • Aug 25Now 23% undervaluedOver the last 90 days, the stock is up 28%. The fair value is estimated to be ₹845, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Earnings per share has grown by 33%. Revenue is forecast to grow by 64% in 2 years. Earnings is forecast to grow by 463% in the next 2 years.Buying Opportunity • Aug 10Now 20% undervaluedOver the last 90 days, the stock is up 42%. The fair value is estimated to be ₹870, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Earnings per share has grown by 33%. Revenue is forecast to grow by 63% in 2 years. Earnings is forecast to grow by 457% in the next 2 years.Price Target Changed • Jul 31Price target increased by 9.3% to ₹703Up from ₹644, the current price target is an average from 17 analysts. New target price is 7.3% below last closing price of ₹759. Stock is up 34% over the past year. The company is forecast to post earnings per share of ₹19.52 for next year compared to ₹5.05 last year.Reported Earnings • Jul 29First quarter 2024 earnings: EPS and revenues miss analyst expectationsFirst quarter 2024 results: EPS: ₹1.85 (down from ₹2.81 in 1Q 2023). Revenue: ₹16.2b (down 40% from 1Q 2023). Net income: ₹1.78b (down 34% from 1Q 2023). Profit margin: 11% (in line with 1Q 2023). Revenue missed analyst estimates by 41%. Earnings per share (EPS) also missed analyst estimates by 65%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Real Estate industry in India.공고 • Jul 24Macrotech Developers Limited to Report Q1, 2024 Results on Jul 27, 2023Macrotech Developers Limited announced that they will report Q1, 2024 results on Jul 27, 2023공고 • Jul 01Macrotech Developers Limited, Annual General Meeting, Sep 15, 2023Macrotech Developers Limited, Annual General Meeting, Sep 15, 2023, at 15:30 Indian Standard Time. Agenda: To receive, consider and adopt the Audited Standalone Financial Statements of the Company for the financial year ended March 31, 2023, together with the Reports of the Board of Directors and the Auditors thereon; to receive, consider and adopt the Audited Consolidated Financial Statements of the Company for the financial year ended March 31, 2023, together with the Report of the Auditors thereon; to declare final dividend of INR 1 per equity share for the year ended March 31, 2023; to appoint a director in place of Mr. Rajinder Pal Singh (DIN - 02943155) who retires by rotation and being eligible, offers himself for re-appointment; and to consider other matters.Reported Earnings • Apr 23Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: ₹10.10 (down from ₹26.28 in FY 2022). Revenue: ₹96.1b (up 4.1% from FY 2022). Net income: ₹4.87b (down 60% from FY 2022). Profit margin: 5.1% (down from 13% in FY 2022). Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates by 171%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Real Estate industry in India.Reported Earnings • Jan 25Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: ₹8.40 (up from ₹6.15 in 3Q 2022). Revenue: ₹19.0b (down 7.6% from 3Q 2022). Net income: ₹4.05b (up 42% from 3Q 2022). Profit margin: 21% (up from 14% in 3Q 2022). Revenue missed analyst estimates by 26%. Earnings per share (EPS) also missed analyst estimates by 19%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Real Estate industry in India.공고 • Jan 14Macrotech Developers Limited to Report Q3, 2023 Results on Jan 24, 2023Macrotech Developers Limited announced that they will report Q3, 2023 results on Jan 24, 2023공고 • Dec 14Macrotech Developers Limited has completed a Follow-on Equity Offering in the amount of INR 35.469339 billion.Macrotech Developers Limited has completed a Follow-on Equity Offering in the amount of INR 35.469339 billion. Security Name: Equity Shares Security Type: Common Stock Securities Offered: 34,570,506 Price\Range: INR 1026 Transaction Features: Regulation S; Subsequent Direct ListingBoard Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Additional Non-Executive Independent Director Harita Gupta was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Major Estimate Revision • Nov 08Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate fell from ₹33.46 to ₹20.23 per share. Revenue forecast steady at ₹99.7b. Net income forecast to grow 981% next year vs 48% growth forecast for Real Estate industry in India. Consensus price target down from ₹1,319 to ₹1,262. Share price fell 7.6% to ₹928 over the past week.Reported Earnings • Nov 04Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond quarter 2023 results: ₹19.53 loss per share (down from ₹4.93 profit in 2Q 2022). Revenue: ₹17.7b (down 17% from 2Q 2022). Net loss: ₹9.33b (down ₹11.5b from profit in 2Q 2022). Revenue missed analyst estimates by 28%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Real Estate industry in India.Board Change • Nov 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Additional Non-Executive Independent Director Harita Gupta was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.공고 • Oct 22Macrotech Developers Limited to Report Q2, 2023 Results on Nov 01, 2022Macrotech Developers Limited announced that they will report Q2, 2023 results at 3:30 PM, Indian Standard Time on Nov 01, 2022Board Change • Oct 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Additional Non-Executive Independent Director Harita Gupta was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.공고 • Sep 21Macrotech Developers Limited Appoints Ms Harita Gupta, as an Independent DirectorMacrotech Developers Limited has approved the appointment of Ms Harita Gupta as an Additional Director (Non-Executive, Independent) and recommended her appointment as an Independent Director to the shareholders for a first term of five years from September 20, 2022 till September 19, 2027. Ms Harita Gupta has over three decades of global experience in digital and IT Services sectors. Shehas held leadership positions at globally renowned companies like Microsoft Technologies and NIITTechnologies among others. She is presently Leading APAC and Global Head Enterprise Business at Sutherland Global Services. Being a digital innovation focused organization, will benefit immensely from her guidance and experience as we step into our next phase of growth journey. Ms Harita Gupta holds a Masters' of Science (Chemistry) from IIT New Delhi and a Bachelors' of Science from Stella Maris College, Chennai. She brings over three decades of global experience indigital and IT Services sectors. She is presently leading APAC and Global Head Enterprise Business at Sutherland Global Services where her focus is to establish Sutherland as a true digital transformation innovation partner for customers in APAC. Prior toSutherland, she has held leadership positions at globally renowned companies such as Microsoft India where she led the growth of the Customer Service and Support operations for enterprise customers across India and Greater China. She started her career at NIITTechnologies and managed various portfolios and technology centres of excellence. Her areas of experience and expertise include people management, digital transformation & governance within the IT /ITES services sector. She is very passionate about CSR, she drives innovative projects in her current role and volunteers at 2 NGOs. She is also the advisory Board chair at Will Forum India and a councilmember of NASSCOM BPM. She was named in the 2020 Top 11Women AI Leaders in India, won the CIO Award in 2020 and was named in Top 50 women in Technology 2020.공고 • Jul 19Macrotech Developers Limited to Report Q1, 2023 Results on Jul 25, 2022Macrotech Developers Limited announced that they will report Q1, 2023 results at 3:30 PM, Indian Standard Time on Jul 25, 2022공고 • Jul 01Macrotech Developers Limited, Annual General Meeting, Aug 10, 2022Macrotech Developers Limited, Annual General Meeting, Aug 10, 2022, at 15:30 Indian Standard Time. Agenda: To consider the Audited Standalone Financial Statements of the Company for the financial year ended March 31, 2022, together with the Reports of the Board of Directors and the Auditors thereon; to consider the Audited Consolidated Financial Statements of the Company for the financial year ended March 31, 2022, together with the Report of the Auditors thereon; to consider directorate reappointments; and to consider other matters.공고 • Jun 30Macrotech Developers Limited Announces Change in DirectorateThe Board of Directors of Macrotech Developers Limited, at its meeting held on June 29, 2022, on the recommendation of Nomination and Remuneration Committee, has approved the appointment of Mr. Rajeev Bakshi (DIN: 00044621) as an Additional Director (Non-Executive, Independent) and recommended to be appointed as an Independent Director at the upcoming Annual General Meeting of the Company for a first term of five years from June 29, 2022 till June 28, 2027. Mr. Rajeev Bakshi is a seasoned business leader with over 40 years of experience in leadership positions in several renowned companies including PepsiCo, Cadbury Schweppes and Lakme Lever.공고 • Jun 25Macrotech Developers Limited (BSE:543287) acquired G Corp Homes Private Limited.Macrotech Developers Limited (BSE:543287) acquired G Corp Homes Private Limited for INR 211 million on June 23, 2022. No regulatory approvals are required for the acquisition. The transaction is expected to complete on June 23, 2022. Macrotech Developers Limited (BSE:543287) completed the acquisition of G Corp Homes Private Limited on June 23, 2022.공고 • Jun 24+ 1 more updateMacrotech Developers Limited (BSE:543287) acquired G Corp Homes Private Limited for INR 211.1 million.Macrotech Developers Limited (BSE:543287) acquired G Corp Homes Private Limited for INR 211.1 million on June 23, 2022. G Corp Homes has revenues of INR 112 million for period ending FY21. Macrotech Developers Limited (BSE:543287) completed the acquisition of G Corp Homes Private Limited on June 23, 2022.Valuation Update With 7 Day Price Move • Jun 04Investor sentiment improved over the past weekAfter last week's 23% share price gain to ₹1,091, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 33x in the Real Estate industry in India. Total returns to shareholders of 74% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ₹525 per share.Valuation Update With 7 Day Price Move • May 20Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₹990, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 30x in the Real Estate industry in India. Total returns to shareholders of 54% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ₹516 per share.Reported Earnings • Apr 28Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: ₹26.26 (up from ₹1.01 in FY 2021). Revenue: ₹92.3b (up 70% from FY 2021). Net income: ₹12.0b (up ₹11.6b from FY 2021). Profit margin: 13% (up from 0.7% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 13%. Earnings per share (EPS) also surpassed analyst estimates by 10%. Over the next year, revenue is expected to shrink by 1.8% compared to a 27% growth forecast for the industry in India.공고 • Apr 19Macrotech Developers Limited to Report Q4, 2022 Results on Apr 26, 2022Macrotech Developers Limited announced that they will report Q4, 2022 results on Apr 26, 2022주주 수익률543287IN Real EstateIN 시장7D2.5%1.1%-0.4%1Y0.6%-4.6%4.6%전체 주주 수익률 보기수익률 대 산업: 543287은 지난 1년 동안 -4.6%의 수익을 기록한 Indian Real Estate 산업보다 더 좋은 성과를 냈습니다.수익률 대 시장: 543287은 지난 1년 동안 4.6%를 기록한 Indian 시장보다 저조한 성과를 냈습니다.주가 변동성Is 543287's price volatile compared to industry and market?543287 volatility543287 Average Weekly Movement5.6%Real Estate Industry Average Movement5.6%Market Average Movement5.9%10% most volatile stocks in IN Market9.0%10% least volatile stocks in IN Market3.6%안정적인 주가: 543287는 지난 3개월 동안 Indian 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: 543287의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트19805,783Abhishek Mangal Lodhawww.lodhagroup.com매크로테크 디벨로퍼스는 자회사를 통해 인도에서 부동산 개발 사업을 하고 있습니다. 이 회사는 주거용, 사무실, 소매용 부동산의 건설 및 개발과 소매 및 사무실 공간 임대에 관여하고 있습니다. 또한 창고, 물류 및 경공업 시설도 개발합니다.더 보기Lodha Developers Limited 기초 지표 요약Lodha Developers의 순이익과 매출은 시가총액과 어떻게 비교됩니까?543287 기초 통계시가총액₹1.24t순이익 (TTM)₹41.26b매출 (TTM)₹181.81b30.1x주가수익비율(P/E)6.8x주가매출비율(P/S)543287는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표543287 손익계산서 (TTM)매출₹181.81b매출원가₹102.44b총이익₹79.37b기타 비용₹38.12b순이익₹41.26b최근 보고된 실적Jun 30, 2026다음 실적 발표일해당 없음주당순이익(EPS)41.29총이익률43.66%순이익률22.69%부채/자본 비율42.2%543287의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당0.3%현재 배당 수익률12%배당 성향543287는 안정적으로 배당을 지급합니까?543287 배당 기록 및 벤치마크 보기다가오는 배당을 받으려면 언제까지 543287를 매수해야 하나요?Lodha Developers 배당 일정배당락일Aug 07 2026배당 지급일Sep 13 2026배당락일까지 남은 일수10 days배당 지급일까지 남은 일수27 days543287는 안정적으로 배당을 지급합니까?543287 배당 기록 및 벤치마크 보기View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/16 10:24종가2026/08/14 00:00수익2026/06/30연간 수익2026/03/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Lodha Developers Limited는 28명의 분석가가 다루고 있습니다. 이 중 20명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Amit Srivastava360 ONE Capital Market Private LimitedKaran KhannaAmbit Capitalnull nullAntique Stockbroking Ltd.25명의 분석가 더 보기
Upcoming Dividend • Jul 31Upcoming dividend of ₹4.25 per shareEligible shareholders must have bought the stock before 07 August 2026. Payment date: 13 September 2026. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (0.6%).
Price Target Changed • Jul 28Price target increased by 8.8% to ₹1,319Up from ₹1,212, the current price target is an average from 20 analysts. New target price is approximately in line with last closing price of ₹1,301. Stock is up 4.4% over the past year. The company is forecast to post earnings per share of ₹41.38 for next year compared to ₹34.34 last year.
공고 • Jul 20Lodha Developers Limited to Report Q1, 2027 Results on Jul 24, 2026Lodha Developers Limited announced that they will report Q1, 2027 results on Jul 24, 2026
Reported Earnings • Jul 12Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: ₹34.34 (up from ₹27.76 in FY 2025). Revenue: ₹166.8b (up 21% from FY 2025). Net income: ₹34.3b (up 24% from FY 2025). Profit margin: 21% (in line with FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.5%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Real Estate industry in India. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jul 06Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹1,096, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 23x in the Real Estate industry in India. Total returns to shareholders of 63% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹770 per share.
공고 • Jul 02Lodha Developers Limited announces Annual dividend, payable on September 13, 2026Lodha Developers Limited announced Annual dividend of INR 4.2500 per share payable on September 13, 2026, ex-date on August 07, 2026 and record date on August 07, 2026.
Upcoming Dividend • Jul 31Upcoming dividend of ₹4.25 per shareEligible shareholders must have bought the stock before 07 August 2026. Payment date: 13 September 2026. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (0.6%).
Price Target Changed • Jul 28Price target increased by 8.8% to ₹1,319Up from ₹1,212, the current price target is an average from 20 analysts. New target price is approximately in line with last closing price of ₹1,301. Stock is up 4.4% over the past year. The company is forecast to post earnings per share of ₹41.38 for next year compared to ₹34.34 last year.
공고 • Jul 20Lodha Developers Limited to Report Q1, 2027 Results on Jul 24, 2026Lodha Developers Limited announced that they will report Q1, 2027 results on Jul 24, 2026
Reported Earnings • Jul 12Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: ₹34.34 (up from ₹27.76 in FY 2025). Revenue: ₹166.8b (up 21% from FY 2025). Net income: ₹34.3b (up 24% from FY 2025). Profit margin: 21% (in line with FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.5%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Real Estate industry in India. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jul 06Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹1,096, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 23x in the Real Estate industry in India. Total returns to shareholders of 63% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹770 per share.
공고 • Jul 02Lodha Developers Limited announces Annual dividend, payable on September 13, 2026Lodha Developers Limited announced Annual dividend of INR 4.2500 per share payable on September 13, 2026, ex-date on August 07, 2026 and record date on August 07, 2026.
공고 • Jul 01Lodha Developers Limited, Annual General Meeting, Aug 14, 2026Lodha Developers Limited, Annual General Meeting, Aug 14, 2026, at 15:30 Indian Standard Time.
Reported Earnings • Apr 25Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: ₹34.34 (up from ₹27.76 in FY 2025). Revenue: ₹171.2b (up 23% from FY 2025). Net income: ₹34.3b (up 24% from FY 2025). Profit margin: 20% (in line with FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.5%. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 25% growth forecast for the Real Estate industry in India. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
공고 • Apr 21Lodha Developers Limited to Report Q4, 2026 Results on Apr 24, 2026Lodha Developers Limited announced that they will report Q4, 2026 results at 12:08 PM, Indian Standard Time on Apr 24, 2026
Price Target Changed • Apr 13Price target decreased by 7.0% to ₹1,238Down from ₹1,331, the current price target is an average from 18 analysts. New target price is 51% above last closing price of ₹821. Stock is down 27% over the past year. The company is forecast to post earnings per share of ₹33.74 for next year compared to ₹27.76 last year.
Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₹828, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 21x in the Real Estate industry in India. Total returns to shareholders of 82% over the past three years.
Reported Earnings • Jan 29Third quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2026 results: EPS: ₹9.59 (up from ₹9.48 in 3Q 2025). Revenue: ₹47.8b (up 15% from 3Q 2025). Net income: ₹9.57b (up 1.3% from 3Q 2025). Profit margin: 20% (down from 23% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) missed analyst estimates by 9.8%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Real Estate industry in India. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jan 23Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₹900, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 25x in the Real Estate industry in India. Total returns to shareholders of 79% over the past three years.
공고 • Jan 22Lodha Developers Limited to Report Q3, 2026 Results on Jan 28, 2026Lodha Developers Limited announced that they will report Q3, 2026 results on Jan 28, 2026
Reported Earnings • Oct 31Second quarter 2026 earnings released: EPS: ₹7.90 (vs ₹4.25 in 2Q 2025)Second quarter 2026 results: EPS: ₹7.90 (up from ₹4.25 in 2Q 2025). Revenue: ₹38.8b (up 48% from 2Q 2025). Net income: ₹7.89b (up 87% from 2Q 2025). Profit margin: 20% (up from 16% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Real Estate industry in India. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.
공고 • Oct 27Lodha Developers Limited to Report Q2, 2026 Results on Oct 30, 2025Lodha Developers Limited announced that they will report Q2, 2026 results on Oct 30, 2025
공고 • Oct 20Lodha Developers Limited Appoints Amandeep Singh as Regional CEO - NCR, with Effect from October 27, 2025The Board of Directors of Lodha Developers Limited based on the recommendation of Nomination and Remuneration Committee, has approved the appointment of Mr. Amandeep Singh as Regional CEO - NCR (categorized as Senior Management Personnel) of the Company. With effect from October 27, 2025. Mr. Amandeep Singh is a seasoned real estate professional with over 22 years of experience driving transformative growth, particularly in P&L delivery, strategic planning and institution building across diverse markets. He holds an MBA in Marketing & Systems from Xavier Institute of Management (Gold Medalist) and a BE in Electronics & Telecommunication from the Army Institute of Technology. He joins the Company from DLF Ltd. where he served as Sr. ED (COO, Gurgaon & North), delivering launch readiness for projects valued at INR 250,000 million, spread over 14 million sq. ft. in the Gurgaon and Chandigarh markets, spearheaded delivery of seven projects covering 2 million sq. ft, among other things. He has spent a significant part of his career with Godrej Properties where he was CEO (East & West Zone), responsible for P&L delivery across markets of Pune, Kolkata, Ahmedabad & Nagpur, leading a team of 400+.
Upcoming Dividend • Aug 15Upcoming dividend of ₹4.25 per shareEligible shareholders must have bought the stock before 22 August 2025. Payment date: 28 September 2025. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.3%). Lower than average of industry peers (0.5%).
공고 • Jul 22Lodha Developers Limited to Report Q1, 2026 Results on Jul 26, 2025Lodha Developers Limited announced that they will report Q1, 2026 results at 12:08 PM, Indian Standard Time on Jul 26, 2025
Reported Earnings • Jul 11Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: ₹27.76 (up from ₹16.03 in FY 2024). Revenue: ₹139.4b (up 34% from FY 2024). Net income: ₹27.6b (up 78% from FY 2024). Profit margin: 20% (up from 15% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) also surpassed analyst estimates by 6.2%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Real Estate industry in India. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Jun 22Dividend increased to ₹4.25Dividend of ₹4.25 is 89% higher than last year. Ex-date: 22nd August 2025 Payment date: 28th September 2025 Dividend yield will be 0.3%, which is lower than the industry average of 0.4%. Sustainability & Growth Dividend is well covered by both earnings (15% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 106% per year over the past 2 years and payments have been stable during that time. EPS is expected to grow by 69% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공고 • Jun 22Lodha Developers Limited announces Annual dividend, payable on September 28, 2025Lodha Developers Limited announced Annual dividend of INR 4.2500 per share payable on September 28, 2025, ex-date on August 22, 2025 and record date on August 22, 2025.
공고 • Jun 20Lodha Developers Limited, Annual General Meeting, Aug 29, 2025Lodha Developers Limited, Annual General Meeting, Aug 29, 2025, at 15:30 Indian Standard Time.
Reported Earnings • Apr 25Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: ₹27.76 (up from ₹16.03 in FY 2024). Revenue: ₹141.7b (up 37% from FY 2024). Net income: ₹27.6b (up 78% from FY 2024). Profit margin: 20% (up from 15% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) also surpassed analyst estimates by 6.2%. Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 22% growth forecast for the Real Estate industry in India. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.
공고 • Apr 25Macrotech Developers Limited Recommends Final Dividend for the Financial Year Ended 31 March 2025The Board of Directors of Macrotech Developers Limited has recommended final dividend of INR 4.25 i.e. 42.50% per fully paid up equity share of INR 10/- each for the financial year ended 31-March-2025, subject to approval of shareholdes at its board meeting held on April 24, 2025.
공고 • Apr 21Macrotech Developers Limited to Report Q4, 2025 Results on Apr 24, 2025Macrotech Developers Limited announced that they will report Q4, 2025 results on Apr 24, 2025
Valuation Update With 7 Day Price Move • Apr 21Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹1,295, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 32x in the Real Estate industry in India. Total returns to shareholders of 164% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹1,507 per share.
공고 • Apr 19Macrotech Developers Limited Announces Cessation of Ashwani Kumar as Independent Director, Effective April 7, 2025Macrotech Developers Limited announced Mr. Ashwani Kumar (DIN:02870681) has completed his term as Independent Director and consequently ceased to be an Independent Director of the Company with effect from the close of business hours on April 7, 2025.
Valuation Update With 7 Day Price Move • Feb 02Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹1,280, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 37x in the Real Estate industry in India. Total returns to shareholders of 97% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹1,230 per share.
공고 • Jan 31Macrotech Developers Limited Announces Resignation of Dhruti Dholakia as President Legal, Effective from Close of Business Hours on February 14, 2025Macrotech Developers Limited announced that Ms. Dhruti Dholakia, President Legal (Senior Management Personnel) of the Company has tendered her resignation due to personal reasons. This shall be effective from close of business hours on February 14, 2025.
Buy Or Sell Opportunity • Jan 30Now 22% overvaluedOver the last 90 days, the stock has fallen 3.8% to ₹1,162. The fair value is estimated to be ₹955, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 39%. Revenue is forecast to grow by 41% in 2 years. Earnings are forecast to grow by 50% in the next 2 years.
공고 • Jan 27Macrotech Developers Limited Announces Chief Financial Officer ChangesMacrotech Developers Limited announced that Mr. Sushil Kumar Modi would move to a new role within the Company and will consequently cease to be the Chief Financial Officer of the Company with effect from January 25, 2025. Based on the recommendation of the Nomination & Remuneration Committee and the Audit Committee, the Board has approved the appointment of Mr. Sanjay Chauhan as the Chief Financial Officer and Key Managerial Personnel of the Company with effect from January 25, 2025. Mr. Sanjay Chauhan joined the Company as Deputy CFO in June 2023. He is a qualified Chartered Accountant with approximately 21 years of work experience in the fields of audit, accountancy, taxation, controllership, internal controls, governance, treasury, and M&A. He comes with prior experience from Adani Group, where he headed Finance & Accounts at Adani Ports & SEZ limited. He started his career with Deloitte in audit & assurance team where he worked on various statutory audits and US listing of Vedanta Group. He started his corporate journey by joining Essar Group where he was associated for over a decade gaining experience in various corporate roles, worked on UK listing for Essar Energy Limited (oil, gas and power vertical of Essar Group) and last held the role of Controller of the said vertical.
공고 • Jan 20Macrotech Developers Limited to Report Q3, 2025 Results on Jan 25, 2025Macrotech Developers Limited announced that they will report Q3, 2025 results at 12:08 PM, Indian Standard Time on Jan 25, 2025
Valuation Update With 7 Day Price Move • Jan 15Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₹1,125, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 35x in the Real Estate industry in India. Total returns to shareholders of 82% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹538 per share.
공고 • Nov 30Macrotech Developers Limited (NSEI:LODHA) acquired Janus Logistics and Industrial Parks Private Limited from Phoenix Logistics And Industrial Parks Private Limited for approximately INR 480 million.Macrotech Developers Limited (NSEI:LODHA) entered into a share purchase agreement to acquire Janus Logistics and Industrial Parks Private Limited from Phoenix Logistics And Industrial Parks Private Limited for approximately INR 480 million on November 29, 2024. A cash consideration of INR 479.37 million will be paid by Macrotech Developers Limited. As part of consideration, INR 479.37 million is paid towards common equity of Janus Logistics and Industrial Parks Private Limited. For the period ending March 31, 2024, Janus Logistics and Industrial Parks Private Limited reported total revenue of INR 0. As of March 31, 2024, Janus Logistics and Industrial Parks Private Limited reported net liabilities of INR 1.75 million. Macrotech Developers Limited (NSEI:LODHA) completed the acquisition of Janus Logistics and Industrial Parks Private Limited from Phoenix Logistics And Industrial Parks Private Limited on November 29, 2024.
공고 • Nov 07+ 2 more updatesMacrotech Developers Limited (NSEI:LODHA) agreed to acquire 33.33% stake in Bellissimo In City FC Mumbai 1 Private Limited from India Opportunities Fund SSA Scheme 1 and Bain Capital Credit, LP for approximately INR 950 million.Macrotech Developers Limited (NSEI:LODHA) agreed to acquire 33.33% stake in Bellissimo In City FC Mumbai 1 Private Limited from India Opportunities Fund SSA Scheme 1 and Bain Capital Credit, LP for approximately INR 950 million on November 7, 2024. A cash consideration of INR 951.2 million will be paid by Macrotech Developers Limited. As part of consideration, INR 951.2 million is paid towards common equity of Bellissimo In City FC Mumbai 1 Private Limited. Upon completion, Macrotech Developers Limited will own 100% stake in Bellissimo In City FC Mumbai 1 Private Limited. The expected completion of the transaction is November 8, 2024 to May 6, 2025.
Reported Earnings • Oct 26Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: ₹4.25 (up from ₹2.09 in 2Q 2024). Revenue: ₹26.3b (up 50% from 2Q 2024). Net income: ₹4.23b (up 110% from 2Q 2024). Profit margin: 16% (up from 12% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 9.6%. Earnings per share (EPS) also missed analyst estimates by 36%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Real Estate industry in India. Over the last 3 years on average, earnings per share has increased by 28% per year whereas the company’s share price has increased by 27% per year.
공고 • Oct 21Macrotech Developers Limited to Report Q2, 2025 Results on Oct 25, 2024Macrotech Developers Limited announced that they will report Q2, 2025 results on Oct 25, 2024
Valuation Update With 7 Day Price Move • Oct 03Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₹1,176, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 45x in the Real Estate industry in India. Total returns to shareholders of 110% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹727 per share.
공고 • Sep 19+ 2 more updatesMacrotech Developers Limited (NSEI:LODHA) agreed to acquire an additional 33.33% stake in Bellissimo In City FC Mumbai 1 Private Limited from Ivanhoé Entreposage Inde Inc. for approximately INR 820 million.Macrotech Developers Limited (NSEI:LODHA) agreed to acquire an additional 33.33% stake in Bellissimo In City FC Mumbai 1 Private Limited from Ivanhoé Entreposage Inde Inc. for approximately INR 820 million on September 18, 2024. A cash consideration of INR 822.7 million will be paid by Macrotech Developers Limited. As part of consideration, INR 822.7 million is paid towards common equity of Bellissimo In City FC Mumbai 1 Private Limited. Upon completion, Macrotech Developers Limited will own 66.67% stake in Bellissimo In City FC Mumbai 1 Private Limited. As of March 31, 2024, Bellissimo In City FC Mumbai 1 Private Limited reported total common equity of INR 1.54 billion. The transaction is expected to complete within 30 days.
Price Target Changed • Sep 16Price target increased by 7.1% to ₹1,367Up from ₹1,277, the current price target is an average from 18 analysts. New target price is 7.2% above last closing price of ₹1,276. Stock is up 64% over the past year. The company is forecast to post earnings per share of ₹25.15 for next year compared to ₹16.03 last year.
공고 • Aug 24Macrotech Developers Limited Declares Final Dividend for the Year Ended March 31, 2024Macrotech Developers Limited announced that at its AGM held on August 23, 2024, shareholders declared final dividend of INR 2.25 per equity share for the year ended March 31, 2024.
Upcoming Dividend • Aug 09Upcoming dividend of ₹2.25 per shareEligible shareholders must have bought the stock before 16 August 2024. Payment date: 22 September 2024. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of Indian dividend payers (1.1%). Lower than average of industry peers (0.5%).
Reported Earnings • Jul 31First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: EPS: ₹4.78 (up from ₹1.85 in 1Q 2024). Revenue: ₹29.2b (up 80% from 1Q 2024). Net income: ₹4.75b (up 166% from 1Q 2024). Profit margin: 16% (up from 11% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) also missed analyst estimates by 26%. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Real Estate industry in India. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 44% per year, which means it is tracking significantly ahead of earnings growth.
공고 • Jul 25Macrotech Developers Limited to Report Q1, 2025 Results on Jul 30, 2024Macrotech Developers Limited announced that they will report Q1, 2025 results on Jul 30, 2024
Reported Earnings • Jul 01Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: ₹16.03 (up from ₹5.05 in FY 2023). Revenue: ₹103.2b (up 8.9% from FY 2023). Net income: ₹15.5b (up 218% from FY 2023). Profit margin: 15% (up from 5.1% in FY 2023). The increase in margin was primarily driven by higher revenue. Revenue missed analyst estimates by 5.7%. Earnings per share (EPS) also missed analyst estimates by 15%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Real Estate industry in India. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 65% per year, which means it is tracking significantly ahead of earnings growth.
공고 • Jun 29Macrotech Developers Limited Proposes Final Dividend for the Year Ended March 31, 2024, Payable on or After August 26, 2024Macrotech Developers Limited proposed final dividend of INR 2.25 per equity share for the financial year ended March 31, 2024 at its AGM to be held on August 23, 2024. Record Date for the payment of Dividend is August 16, 2024. Dividend Payment is On or after August 26, 2024.
공고 • Jun 18Macrotech Developers Limited, Annual General Meeting, Aug 23, 2024Macrotech Developers Limited, Annual General Meeting, Aug 23, 2024, at 15:30 Indian Standard Time.
공고 • May 25Macrotech Developers Limited (NSEI:LODHA) completed the acquisition to acquire 50% stake in Siddhivinayak Realties Private Limited from Oberoi Constructions Limited.Macrotech Developers Limited (NSEI:LODHA) entered into an agreement to acquire 50% stake in Siddhivinayak Realties Private Limited from Oberoi Constructions Limited for INR 2.5 billion on March 28, 2024. Siddhivinayak Realties reported revenue of INR 0 and net worth of INR 838,871,797 as at March 31, 2023. The transaction is expected to close within a week. Macrotech Developers Limited (NSEI:LODHA) completed the acquisition to acquire 50% stake in Siddhivinayak Realties Private Limited from Oberoi Constructions Limited May 24, 2024. SRPL has become Wholly Owned Subsidiary of the Company.
Price Target Changed • May 21Price target increased by 7.4% to ₹1,203Up from ₹1,121, the current price target is an average from 17 analysts. New target price is approximately in line with last closing price of ₹1,243. Stock is up 151% over the past year. The company is forecast to post earnings per share of ₹24.68 for next year compared to ₹16.03 last year.
Reported Earnings • Apr 25Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: ₹16.03 (up from ₹5.05 in FY 2023). Revenue: ₹104.7b (up 11% from FY 2023). Net income: ₹15.5b (up 218% from FY 2023). Profit margin: 15% (up from 5.1% in FY 2023). Revenue missed analyst estimates by 5.7%. Earnings per share (EPS) also missed analyst estimates by 15%. Revenue is forecast to grow 21% p.a. on average during the next 2 years, compared to a 23% growth forecast for the Real Estate industry in India. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 59% per year, which means it is tracking significantly ahead of earnings growth.
공고 • Apr 20Macrotech Developers Limited to Report Q4, 2024 Results on Apr 24, 2024Macrotech Developers Limited announced that they will report Q4, 2024 results on Apr 24, 2024
공고 • Mar 30Macrotech Developers Limited (NSEI:LODHA) entered into an agreement to acquire 50% stake in Siddhivinayak Realties Private Limited from Oberoi Constructions Limited for INR 2.5 billion.Macrotech Developers Limited (NSEI:LODHA) entered into an agreement to acquire 50% stake in Siddhivinayak Realties Private Limited from Oberoi Constructions Limited for INR 2.5 billion on March 28, 2024. Siddhivinayak Realties reported revenue of INR 0 and net worth of INR 838,871,797 as at March 31, 2023. The transaction is expected to close within a week.
Valuation Update With 7 Day Price Move • Mar 13Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₹1,012, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 41x in the Real Estate industry in India. Total returns to shareholders of 135% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ₹731 per share.
공고 • Mar 08Macrotech Developers Limited has completed a Follow-on Equity Offering in the amount of INR 32.81851 billion.Macrotech Developers Limited has completed a Follow-on Equity Offering in the amount of INR 32.81851 billion. Security Name: Equity Shares Security Type: Common Stock Securities Offered: 29,889,353 Price\Range: INR 1098 Transaction Features: Regulation S; Subsequent Direct Listing
New Risk • Mar 07New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks High level of debt (50% net debt to equity). Shareholders have been diluted in the past year (3.2% increase in shares outstanding).
Reported Earnings • Mar 07Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: ₹5.22 (up from ₹4.20 in 3Q 2023). Revenue: ₹29.3b (up 65% from 3Q 2023). Net income: ₹5.03b (up 24% from 3Q 2023). Profit margin: 17% (down from 23% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 25%. Earnings per share (EPS) also surpassed analyst estimates by 68%. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Real Estate industry in India.
공고 • Mar 05Macrotech Developers Limited has filed a Follow-on Equity Offering in the amount of INR 33 billion.Macrotech Developers Limited has filed a Follow-on Equity Offering in the amount of INR 33 billion. Security Name: Equity Shares Security Type: Common Stock Securities Offered: 29,216,985 Price(minimum): INR 1129.48 Transaction Features: Regulation S; Subsequent Direct Listing
Price Target Changed • Jan 30Price target increased by 9.6% to ₹1,036Up from ₹945, the current price target is an average from 15 analysts. New target price is approximately in line with last closing price of ₹1,035. Stock is up 103% over the past year. The company is forecast to post earnings per share of ₹16.92 for next year compared to ₹5.05 last year.
Reported Earnings • Jan 28Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: ₹5.22 (up from ₹4.20 in 3Q 2023). Revenue: ₹29.6b (up 67% from 3Q 2023). Net income: ₹5.03b (up 24% from 3Q 2023). Profit margin: 17% (down from 23% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 25%. Earnings per share (EPS) also surpassed analyst estimates by 68%. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Real Estate industry in India.
공고 • Jan 20Macrotech Developers Limited to Report Q3, 2024 Results on Jan 27, 2024Macrotech Developers Limited announced that they will report Q3, 2024 results at 4:00 PM, Indian Standard Time on Jan 27, 2024
Price Target Changed • Jan 11Price target increased by 11% to ₹939Up from ₹844, the current price target is an average from 16 analysts. New target price is 17% below last closing price of ₹1,130. Stock is up 120% over the past year. The company is forecast to post earnings per share of ₹18.55 for next year compared to ₹5.05 last year.
Price Target Changed • Jan 08Price target increased by 9.1% to ₹870Up from ₹798, the current price target is an average from 16 analysts. New target price is 20% below last closing price of ₹1,093. Stock is up 106% over the past year. The company is forecast to post earnings per share of ₹18.68 for next year compared to ₹5.05 last year.
Valuation Update With 7 Day Price Move • Nov 04Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹849, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 36x in the Real Estate industry in India. Total returns to shareholders of 79% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ₹618 per share.
Reported Earnings • Oct 29Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: EPS: ₹2.09 (up from ₹9.77 loss in 2Q 2023). Revenue: ₹17.6b (flat on 2Q 2023). Net income: ₹2.02b (up ₹11.3b from 2Q 2023). Profit margin: 12% (up from net loss in 2Q 2023). Revenue missed analyst estimates by 26%. Earnings per share (EPS) also missed analyst estimates by 5.0%. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Real Estate industry in India.
공고 • Oct 28Newcold India Holding B.v. entered into share purchase agreement to acquire Classichomes Developers and Farms Private Limited from Macrotech Developers Limited (NSEI:LODHA) for INR 1.5 billion.Newcold India Holding B.v. entered into share purchase agreement to acquire Classichomes Developers and Farms Private Limited from Macrotech Developers Limited (NSEI:LODHA) for INR 1.5 billion on October 25, 2023. Classichomes Developers has reported net worth of INR 489.82 million as at March 31, 2023. The transaction is expected to close on January 8, 2024.
공고 • Oct 21Macrotech Developers Limited to Report Q2, 2024 Results on Oct 28, 2023Macrotech Developers Limited announced that they will report Q2, 2024 results on Oct 28, 2023
공고 • Sep 16Macrotech Developers Limited Approves Final Dividend for the Year Ended March 31, 2023Macrotech Developers Limited approved to declare final dividend of INR 1 per equity share for the year ended March 31, 2023.
Buying Opportunity • Aug 25Now 23% undervaluedOver the last 90 days, the stock is up 28%. The fair value is estimated to be ₹845, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Earnings per share has grown by 33%. Revenue is forecast to grow by 64% in 2 years. Earnings is forecast to grow by 463% in the next 2 years.
Buying Opportunity • Aug 10Now 20% undervaluedOver the last 90 days, the stock is up 42%. The fair value is estimated to be ₹870, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Earnings per share has grown by 33%. Revenue is forecast to grow by 63% in 2 years. Earnings is forecast to grow by 457% in the next 2 years.
Price Target Changed • Jul 31Price target increased by 9.3% to ₹703Up from ₹644, the current price target is an average from 17 analysts. New target price is 7.3% below last closing price of ₹759. Stock is up 34% over the past year. The company is forecast to post earnings per share of ₹19.52 for next year compared to ₹5.05 last year.
Reported Earnings • Jul 29First quarter 2024 earnings: EPS and revenues miss analyst expectationsFirst quarter 2024 results: EPS: ₹1.85 (down from ₹2.81 in 1Q 2023). Revenue: ₹16.2b (down 40% from 1Q 2023). Net income: ₹1.78b (down 34% from 1Q 2023). Profit margin: 11% (in line with 1Q 2023). Revenue missed analyst estimates by 41%. Earnings per share (EPS) also missed analyst estimates by 65%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Real Estate industry in India.
공고 • Jul 24Macrotech Developers Limited to Report Q1, 2024 Results on Jul 27, 2023Macrotech Developers Limited announced that they will report Q1, 2024 results on Jul 27, 2023
공고 • Jul 01Macrotech Developers Limited, Annual General Meeting, Sep 15, 2023Macrotech Developers Limited, Annual General Meeting, Sep 15, 2023, at 15:30 Indian Standard Time. Agenda: To receive, consider and adopt the Audited Standalone Financial Statements of the Company for the financial year ended March 31, 2023, together with the Reports of the Board of Directors and the Auditors thereon; to receive, consider and adopt the Audited Consolidated Financial Statements of the Company for the financial year ended March 31, 2023, together with the Report of the Auditors thereon; to declare final dividend of INR 1 per equity share for the year ended March 31, 2023; to appoint a director in place of Mr. Rajinder Pal Singh (DIN - 02943155) who retires by rotation and being eligible, offers himself for re-appointment; and to consider other matters.
Reported Earnings • Apr 23Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: ₹10.10 (down from ₹26.28 in FY 2022). Revenue: ₹96.1b (up 4.1% from FY 2022). Net income: ₹4.87b (down 60% from FY 2022). Profit margin: 5.1% (down from 13% in FY 2022). Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates by 171%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Real Estate industry in India.
Reported Earnings • Jan 25Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: ₹8.40 (up from ₹6.15 in 3Q 2022). Revenue: ₹19.0b (down 7.6% from 3Q 2022). Net income: ₹4.05b (up 42% from 3Q 2022). Profit margin: 21% (up from 14% in 3Q 2022). Revenue missed analyst estimates by 26%. Earnings per share (EPS) also missed analyst estimates by 19%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Real Estate industry in India.
공고 • Jan 14Macrotech Developers Limited to Report Q3, 2023 Results on Jan 24, 2023Macrotech Developers Limited announced that they will report Q3, 2023 results on Jan 24, 2023
공고 • Dec 14Macrotech Developers Limited has completed a Follow-on Equity Offering in the amount of INR 35.469339 billion.Macrotech Developers Limited has completed a Follow-on Equity Offering in the amount of INR 35.469339 billion. Security Name: Equity Shares Security Type: Common Stock Securities Offered: 34,570,506 Price\Range: INR 1026 Transaction Features: Regulation S; Subsequent Direct Listing
Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Additional Non-Executive Independent Director Harita Gupta was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Major Estimate Revision • Nov 08Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate fell from ₹33.46 to ₹20.23 per share. Revenue forecast steady at ₹99.7b. Net income forecast to grow 981% next year vs 48% growth forecast for Real Estate industry in India. Consensus price target down from ₹1,319 to ₹1,262. Share price fell 7.6% to ₹928 over the past week.
Reported Earnings • Nov 04Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond quarter 2023 results: ₹19.53 loss per share (down from ₹4.93 profit in 2Q 2022). Revenue: ₹17.7b (down 17% from 2Q 2022). Net loss: ₹9.33b (down ₹11.5b from profit in 2Q 2022). Revenue missed analyst estimates by 28%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Real Estate industry in India.
Board Change • Nov 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Additional Non-Executive Independent Director Harita Gupta was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
공고 • Oct 22Macrotech Developers Limited to Report Q2, 2023 Results on Nov 01, 2022Macrotech Developers Limited announced that they will report Q2, 2023 results at 3:30 PM, Indian Standard Time on Nov 01, 2022
Board Change • Oct 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Additional Non-Executive Independent Director Harita Gupta was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
공고 • Sep 21Macrotech Developers Limited Appoints Ms Harita Gupta, as an Independent DirectorMacrotech Developers Limited has approved the appointment of Ms Harita Gupta as an Additional Director (Non-Executive, Independent) and recommended her appointment as an Independent Director to the shareholders for a first term of five years from September 20, 2022 till September 19, 2027. Ms Harita Gupta has over three decades of global experience in digital and IT Services sectors. Shehas held leadership positions at globally renowned companies like Microsoft Technologies and NIITTechnologies among others. She is presently Leading APAC and Global Head Enterprise Business at Sutherland Global Services. Being a digital innovation focused organization, will benefit immensely from her guidance and experience as we step into our next phase of growth journey. Ms Harita Gupta holds a Masters' of Science (Chemistry) from IIT New Delhi and a Bachelors' of Science from Stella Maris College, Chennai. She brings over three decades of global experience indigital and IT Services sectors. She is presently leading APAC and Global Head Enterprise Business at Sutherland Global Services where her focus is to establish Sutherland as a true digital transformation innovation partner for customers in APAC. Prior toSutherland, she has held leadership positions at globally renowned companies such as Microsoft India where she led the growth of the Customer Service and Support operations for enterprise customers across India and Greater China. She started her career at NIITTechnologies and managed various portfolios and technology centres of excellence. Her areas of experience and expertise include people management, digital transformation & governance within the IT /ITES services sector. She is very passionate about CSR, she drives innovative projects in her current role and volunteers at 2 NGOs. She is also the advisory Board chair at Will Forum India and a councilmember of NASSCOM BPM. She was named in the 2020 Top 11Women AI Leaders in India, won the CIO Award in 2020 and was named in Top 50 women in Technology 2020.
공고 • Jul 19Macrotech Developers Limited to Report Q1, 2023 Results on Jul 25, 2022Macrotech Developers Limited announced that they will report Q1, 2023 results at 3:30 PM, Indian Standard Time on Jul 25, 2022
공고 • Jul 01Macrotech Developers Limited, Annual General Meeting, Aug 10, 2022Macrotech Developers Limited, Annual General Meeting, Aug 10, 2022, at 15:30 Indian Standard Time. Agenda: To consider the Audited Standalone Financial Statements of the Company for the financial year ended March 31, 2022, together with the Reports of the Board of Directors and the Auditors thereon; to consider the Audited Consolidated Financial Statements of the Company for the financial year ended March 31, 2022, together with the Report of the Auditors thereon; to consider directorate reappointments; and to consider other matters.
공고 • Jun 30Macrotech Developers Limited Announces Change in DirectorateThe Board of Directors of Macrotech Developers Limited, at its meeting held on June 29, 2022, on the recommendation of Nomination and Remuneration Committee, has approved the appointment of Mr. Rajeev Bakshi (DIN: 00044621) as an Additional Director (Non-Executive, Independent) and recommended to be appointed as an Independent Director at the upcoming Annual General Meeting of the Company for a first term of five years from June 29, 2022 till June 28, 2027. Mr. Rajeev Bakshi is a seasoned business leader with over 40 years of experience in leadership positions in several renowned companies including PepsiCo, Cadbury Schweppes and Lakme Lever.
공고 • Jun 25Macrotech Developers Limited (BSE:543287) acquired G Corp Homes Private Limited.Macrotech Developers Limited (BSE:543287) acquired G Corp Homes Private Limited for INR 211 million on June 23, 2022. No regulatory approvals are required for the acquisition. The transaction is expected to complete on June 23, 2022. Macrotech Developers Limited (BSE:543287) completed the acquisition of G Corp Homes Private Limited on June 23, 2022.
공고 • Jun 24+ 1 more updateMacrotech Developers Limited (BSE:543287) acquired G Corp Homes Private Limited for INR 211.1 million.Macrotech Developers Limited (BSE:543287) acquired G Corp Homes Private Limited for INR 211.1 million on June 23, 2022. G Corp Homes has revenues of INR 112 million for period ending FY21. Macrotech Developers Limited (BSE:543287) completed the acquisition of G Corp Homes Private Limited on June 23, 2022.
Valuation Update With 7 Day Price Move • Jun 04Investor sentiment improved over the past weekAfter last week's 23% share price gain to ₹1,091, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 33x in the Real Estate industry in India. Total returns to shareholders of 74% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ₹525 per share.
Valuation Update With 7 Day Price Move • May 20Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₹990, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 30x in the Real Estate industry in India. Total returns to shareholders of 54% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ₹516 per share.
Reported Earnings • Apr 28Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: ₹26.26 (up from ₹1.01 in FY 2021). Revenue: ₹92.3b (up 70% from FY 2021). Net income: ₹12.0b (up ₹11.6b from FY 2021). Profit margin: 13% (up from 0.7% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 13%. Earnings per share (EPS) also surpassed analyst estimates by 10%. Over the next year, revenue is expected to shrink by 1.8% compared to a 27% growth forecast for the industry in India.
공고 • Apr 19Macrotech Developers Limited to Report Q4, 2022 Results on Apr 26, 2022Macrotech Developers Limited announced that they will report Q4, 2022 results on Apr 26, 2022
