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Lodha Developers LimitedNSEI:LODHA 주식 보고서

시가총액 ₹1.2t
주가
n/a
1Y-12.8%
7D15.5%
1D2.4%
포트폴리오 가치
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Lodha Developers Limited

NSEI:LODHA 주식 리포트

시가총액: ₹1.2t

Lodha Developers (LODHA) 주식 개요

매크로테크 디벨로퍼스는 자회사를 통해 인도에서 부동산 개발 사업을 하고 있습니다. 자세히 보기

LODHA 펀더멘털 분석
스노우플레이크 점수
가치 평가1/6
미래 성장2/6
과거 실적4/6
재무 건전성5/6
배당3/6

강점

위험 분석

우리의 위험 점검에서 LODHA에 대한 위험이 감지되지 않았습니다.

LODHA Community Fair Values

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Lodha Developers Limited 경쟁사

가격 이력 및 성과

Lodha Developers 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가₹1,220.75
52주 최고가₹1,461.50
52주 최저가₹650.80
베타0.58
1개월 변동40.63%
3개월 변동47.69%
1년 변동-12.81%
3년 변동72.03%
5년 변동186.36%
IPO 이후 변동424.77%

최근 뉴스 및 업데이트

내러티브 업데이트 Jun 15

LODHA: Upcoming Governance Decisions Will Support Future Upside Potential

Analysts have trimmed their fair value estimate for Lodha Developers to ₹1,191.56 from ₹1,238.06, citing a mix of updated assumptions around the discount rate, revenue growth, profit margins and future P/E expectations. What's in the News A board meeting is scheduled for April 24, 2026, to consider and approve audited consolidated and standalone financial results for the quarter and financial year ended March 31, 2026, and to consider a potential dividend recommendation on equity shares for that period.
내러티브 업데이트 Jun 01

LODHA: Upcoming Governance Changes Will Support Data Centre Park Upside

Analysts have reduced their price target for Lodha Developers from ₹1,615 to about ₹1,473, reflecting updated assumptions about the discount rate, revenue growth, profit margin and future P/E expectations. What's in the News A board meeting is scheduled for March 30, 2026 to consider appointing M/s Walker Chandiok & Co. LLP as the new statutory auditor of the company.
내러티브 업데이트 May 09

LODHA: Future Auditor Shift And Softer Margins Will Balance Revenue Outlook

Analysts have revised their price target for Lodha Developers from ₹1,074.67 to ₹940.00, reflecting updated assumptions on the discount rate, revenue growth, profit margin, and future P/E. What's in the News Lodha Developers has scheduled a Special/Extraordinary Shareholders Meeting for May 28, 2026, to be conducted via postal ballot in India (company filing).

Recent updates

내러티브 업데이트 Jun 15

LODHA: Upcoming Governance Decisions Will Support Future Upside Potential

Analysts have trimmed their fair value estimate for Lodha Developers to ₹1,191.56 from ₹1,238.06, citing a mix of updated assumptions around the discount rate, revenue growth, profit margins and future P/E expectations. What's in the News A board meeting is scheduled for April 24, 2026, to consider and approve audited consolidated and standalone financial results for the quarter and financial year ended March 31, 2026, and to consider a potential dividend recommendation on equity shares for that period.
내러티브 업데이트 Jun 01

LODHA: Upcoming Governance Changes Will Support Data Centre Park Upside

Analysts have reduced their price target for Lodha Developers from ₹1,615 to about ₹1,473, reflecting updated assumptions about the discount rate, revenue growth, profit margin and future P/E expectations. What's in the News A board meeting is scheduled for March 30, 2026 to consider appointing M/s Walker Chandiok & Co. LLP as the new statutory auditor of the company.
내러티브 업데이트 May 09

LODHA: Future Auditor Shift And Softer Margins Will Balance Revenue Outlook

Analysts have revised their price target for Lodha Developers from ₹1,074.67 to ₹940.00, reflecting updated assumptions on the discount rate, revenue growth, profit margin, and future P/E. What's in the News Lodha Developers has scheduled a Special/Extraordinary Shareholders Meeting for May 28, 2026, to be conducted via postal ballot in India (company filing).
분석 기사 Apr 28

Earnings Release: Here's Why Analysts Cut Their Lodha Developers Limited (NSE:LODHA) Price Target To ₹1,219

It's been a good week for Lodha Developers Limited ( NSE:LODHA ) shareholders, because the company has just released...
내러티브 업데이트 Apr 23

LODHA: Data Centre Park Development Will Support Future Upside Potential

Analysts have adjusted their price target for Lodha Developers slightly lower, from ₹1,270 to about ₹1,238. This reflects updated views on the discount rate, revenue growth, profit margin and future P/E assumptions.
내러티브 업데이트 Apr 09

LODHA: Data Centre Park Development Will Support Long Term Upside Potential

Analysts have trimmed Lodha Developers' fair value estimate from ₹1,331.39 to ₹1,270.00, citing updated assumptions around discount rate, revenue growth, profit margin and future P/E. These factors together point to a slightly lower, but still supported, price target.
내러티브 업데이트 Mar 25

LODHA: Data Centre Park Development Will Drive Long Term Upside Potential

Analysts have reduced their fair value estimate for Lodha Developers from ₹1,478.29 to ₹1,331.39, reflecting updated assumptions around a slightly higher discount rate, more moderate revenue growth, and a revised future P/E multiple, while keeping profit margin expectations broadly similar. What's in the News Lodha Developers signed a memorandum of understanding with the Maharashtra government for a data centre park involving a total planned investment of ₹1,300,000 million, including an earlier agreement of ₹300,000 million with the Mumbai government under the Green Integrated Data Centre Park policy (Key Developments).
내러티브 업데이트 Mar 10

LODHA: Data Centre Park Commitments Will Drive Future Upside

Analysts have kept their price target for Lodha Developers steady at ₹1,615, indicating only marginal tweaks in assumptions around discount rate, revenue growth and profit margin to support their unchanged view. What's in the News A board meeting is scheduled on January 28, 2026 to consider and approve unaudited consolidated and standalone financial results for the quarter and nine months ended December 31, 2025 (Key Developments).
내러티브 업데이트 Feb 24

LODHA: Data Centre Park And Results Timeline Will Drive Future Upside

Analysts have kept their price target for Lodha Developers steady at ₹1,615, indicating only minor tweaks in the discount rate, revenue growth assumptions, profit margin outlook and future P/E inputs rather than a shift in their overall view. What's in the News Lodha Developers has scheduled a board meeting on January 28, 2026 to consider and approve unaudited consolidated and standalone financial results for the quarter and nine months ended December 31, 2025 (company filing).
내러티브 업데이트 Feb 09

LODHA: Data Centre Park And Upcoming Results Will Support Future Upside

Analysts have revised their price target for Lodha Developers from ₹1,850 to ₹1,615, reflecting updates to assumptions on discount rate, revenue growth, profit margins, and the future P/E multiple. What's in the News Lodha Developers has scheduled a board meeting on January 28, 2026 to consider and approve its unaudited consolidated and standalone financial results for the quarter and nine months ended December 31, 2025 (company filing).
내러티브 업데이트 Jan 25

LODHA: Data Centre Park Commitments Will Support Future Upside

Analysts have made a small upward adjustment to their price target for Lodha Developers to ₹1,850 from about ₹1,845. This reflects slightly higher assumed profit margins and a marginally richer future P/E multiple, partly offset by more measured revenue growth expectations and a modestly higher discount rate.
분석 기사 Jan 25

Is Now The Time To Put Lodha Developers (NSE:LODHA) On Your Watchlist?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
내러티브 업데이트 Jan 10

LODHA: Upcoming Results And Higher Margins Will Support Future Upside

Analysts have slightly increased their fair value estimate for Lodha Developers to ₹1,845 from ₹1,835, citing marginally higher assumptions for revenue growth and profit margins, along with a slightly lower discount rate and a modest adjustment to the future P/E outlook. What's in the News Lodha Developers has scheduled a board meeting for October 30, 2025 to review and approve unaudited financial results on both consolidated and standalone bases for the quarter and half year ended September 30, 2025 (Key Developments).
내러티브 업데이트 Dec 26

LODHA: Higher Risk And Softer Margins Will Balance Stronger Revenue Outlook

Analysts have trimmed their price target on Lodha Developers slightly, reducing fair value from ₹1,104.50 to ₹1,074.67 as they incorporate higher discount rates and softer margin expectations, despite a more optimistic revenue growth outlook and modestly lower projected future P E multiples. What's in the News Board meeting scheduled on October 30, 2025 to consider and approve unaudited standalone and consolidated financial results for the quarter and half year ended September 30, 2025 (company filing).
내러티브 업데이트 Dec 12

LODHA: Higher Margins And Upcoming Results Will Support Stronger Future Upside

Analysts slightly reduced their price target on Lodha Developers to ₹1,835 from about ₹1,852, as they factor in a modestly higher discount rate and somewhat slower revenue growth expectations, partly offset by a marginally stronger profit margin forecast and a lower assumed future P E multiple. What's in the News Board meeting scheduled for October 30, 2025, to consider and approve the unaudited consolidated and standalone financial results for the quarter and half year ended September 30, 2025 (company filing) Valuation Changes Fair value estimate reduced slightly to ₹1,834.9 from ₹1,852.1 per share.
분석 기사 Dec 02

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

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 Nov 06

Risks To Shareholder Returns Are Elevated At These Prices For Lodha Developers Limited (NSE:LODHA)

With a price-to-earnings (or "P/E") ratio of 36.7x Lodha Developers Limited ( NSE:LODHA ) may be sending bearish...
분석 기사 Oct 16

If EPS Growth Is Important To You, Lodha Developers (NSE:LODHA) Presents An Opportunity

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
내러티브 업데이트 Sep 05

Mumbai And NCR Expansion Will Unlock Residential Potential

With both the discount rate and future P/E holding virtually steady, analysts have left Lodha Developers’ fair value estimate unchanged at ₹1478. What's in the News Board meeting scheduled to consider fund raising via private placement of Non-Convertible Debentures, aiming to diversify debt and reduce cost of funds.
분석 기사 Aug 23

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

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

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

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

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

Lodha Developers Limited ( NSE:LODHA ) has announced that it will be increasing its dividend from last year's...
User avatar
새로운 내러티브 Nov 11

The Transition To Premium Housing And Diversification Drives Future Revenue And Profit Growth

Successful expansion into Bangalore and shift of Palava and Upper Thane projects may boost sales and increase profit margins.

주주 수익률

LODHAIN Real EstateIN 시장
7D15.5%4.1%0.3%
1Y-12.8%-9.9%-0.09%

수익률 대 산업: LODHA은 지난 1년 동안 -9.9%의 수익을 기록한 Indian Real Estate 산업보다 저조한 성과를 냈습니다.

수익률 대 시장: LODHA은 지난 1년 동안 -0.1%를 기록한 Indian 시장보다 저조한 성과를 냈습니다.

주가 변동성

Is LODHA's price volatile compared to industry and market?
LODHA volatility
LODHA Average Weekly Movement5.7%
Real Estate Industry Average Movement5.8%
Market Average Movement6.2%
10% most volatile stocks in IN Market9.1%
10% least volatile stocks in IN Market3.9%

안정적인 주가: LODHA는 지난 3개월 동안 Indian 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: LODHA의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
19805,359Abhishek Mangal Lodhawww.lodhagroup.com

매크로테크 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.

Lodha Developers Limited 기초 지표 요약

Lodha Developers의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
LODHA 기초 통계
시가총액₹1.22t
순이익 (TTM)₹34.28b
매출 (TTM)₹166.76b
35.6x
주가수익비율(P/E)
7.3x
주가매출비율(P/S)

LODHA는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
LODHA 손익계산서 (TTM)
매출₹166.76b
매출원가₹97.96b
총이익₹68.80b
기타 비용₹34.52b
순이익₹34.28b

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

해당 없음

주당순이익(EPS)34.31
총이익률41.26%
순이익률20.56%
부채/자본 비율42.2%

LODHA의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

배당

0.3%
현재 배당 수익률
12%
배당 성향

LODHA는 안정적으로 배당을 지급합니까?

LODHA 배당 기록 및 벤치마크 보기
다가오는 배당을 받으려면 언제까지 LODHA를 매수해야 하나요?
Lodha Developers 배당 일정
배당락일Aug 07 2026
배당 지급일Sep 13 2026
배당락일까지 남은 일수25 days
배당 지급일까지 남은 일수62 days

LODHA는 안정적으로 배당을 지급합니까?

LODHA 배당 기록 및 벤치마크 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/11 12:45
종가2026/07/10 00:00
수익2026/03/31
연간 수익2026/03/31

데이터 소스

당사의 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 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공하고 있습니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

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분석가 소스

Lodha Developers Limited는 25명의 분석가가 다루고 있습니다. 이 중 19명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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