Lodha Developers Limited

BSE:543287 Stock Report

Market Cap: ₹1.1t

Lodha Developers Valuation

Is 543287 undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

3/6

Valuation Score 3/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of 543287 when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

₹368.69
Fair Value
206.0% overvalued intrinsic discount
17
Number of Analysts

Below Fair Value: 543287 (₹1128.05) is trading above our estimate of fair value (₹368.69)

Significantly Below Fair Value: 543287 is trading above our estimate of fair value.


Key Valuation Metric

Which metric is best to use when looking at relative valuation for 543287?

Key metric: As 543287 is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for 543287. This is calculated by dividing 543287's market cap by their current earnings.
What is 543287's PE Ratio?
PE Ratio38x
Earnings₹29.64b
Market Cap₹1.13t

Price to Earnings Ratio vs Peers

How does 543287's PE Ratio compare to its peers?

The above table shows the PE ratio for 543287 vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average62.7x
OBEROIRLTY Oberoi Realty
28.1x23.39%₹578.6b
PRESTIGE Prestige Estates Projects
129.3x44.96%₹681.8b
GODREJPROP Godrej Properties
41.3x28.67%₹611.9b
515055 Anant Raj
52.1x30.42%₹240.0b
543287 Lodha Developers
38x19.28%₹1.1t

Price-To-Earnings vs Peers: 543287 is good value based on its Price-To-Earnings Ratio (38x) compared to the peer average (62.7x).


Price to Earnings Ratio vs Industry

How does 543287's PE Ratio compare vs other companies in the IN Real Estate Industry?

9 CompaniesPrice / EarningsEstimated GrowthMarket Cap
513337 Gujarat Toolroom
3.3xn/aUS$13.02m
526727 Garnet Construction
3.8xn/aUS$7.91m
533078 Manjeera Constructions
2xn/aUS$5.22m
511131 Kamanwala Housing Construction
0.7xn/aUS$3.40m
543287 38.0xIndustry Avg. 36.1xNo. of Companies16PE020406080100+
9 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: 543287 is expensive based on its Price-To-Earnings Ratio (38x) compared to the Indian Real Estate industry average (36.4x).


Price to Earnings Ratio vs Fair Ratio

What is 543287's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

543287 PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio38x
Fair PE Ratio42.9x

Price-To-Earnings vs Fair Ratio: 543287 is good value based on its Price-To-Earnings Ratio (38x) compared to the estimated Fair Price-To-Earnings Ratio (42.9x).


Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst 543287 forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
Current₹1,128.05
₹1,476.00
+30.85%
12.56%₹1,870.00₹1,000.00n/a17
Oct ’26₹1,139.90
₹1,478.29
+29.69%
12.64%₹1,870.00₹1,000.00n/a17
Sep ’26₹1,207.75
₹1,478.29
+22.40%
12.64%₹1,870.00₹1,000.00n/a17
Aug ’26₹1,206.20
₹1,478.29
+22.56%
12.64%₹1,870.00₹1,000.00n/a17
Jul ’26₹1,391.00
₹1,460.78
+5.02%
13.90%₹1,870.00₹1,000.00n/a18
Jun ’26₹1,423.25
₹1,447.17
+1.68%
12.60%₹1,755.00₹1,000.00n/a18
May ’26₹1,329.10
₹1,429.39
+7.55%
13.84%₹1,755.00₹1,000.00n/a18
Apr ’26₹1,157.70
₹1,440.22
+24.40%
16.15%₹1,851.00₹918.00n/a18
Mar ’26₹1,131.95
₹1,440.22
+27.23%
16.15%₹1,851.00₹918.00n/a18
Feb ’26₹1,280.00
₹1,440.22
+12.52%
16.15%₹1,851.00₹918.00n/a18
Jan ’26₹1,364.80
₹1,434.00
+5.07%
16.63%₹1,851.00₹918.00n/a18
Dec ’25₹1,253.45
₹1,409.67
+12.46%
15.32%₹1,755.00₹918.00n/a18
Nov ’25₹1,207.15
₹1,409.67
+16.78%
15.32%₹1,755.00₹918.00n/a18
Oct ’25₹1,220.95
₹1,368.00
+12.04%
20.56%₹1,873.00₹880.00₹1,139.9018
Sep ’25₹1,254.55
₹1,353.76
+7.91%
20.96%₹1,873.00₹880.00₹1,207.7517
Aug ’25₹1,272.60
₹1,345.88
+5.76%
21.60%₹1,873.00₹880.00₹1,206.2016
Jul ’25₹1,521.20
₹1,237.00
-18.68%
23.72%₹1,770.00₹705.00₹1,391.0017
Jun ’25₹1,374.90
₹1,203.24
-12.49%
20.68%₹1,500.00₹705.00₹1,423.2517
May ’25₹1,237.35
₹1,203.24
-2.76%
20.68%₹1,500.00₹705.00₹1,329.1017
Apr ’25₹1,169.05
₹1,082.19
-7.43%
17.45%₹1,380.00₹705.00₹1,157.7016
Mar ’25₹1,173.25
₹1,070.94
-8.72%
17.11%₹1,357.00₹705.00₹1,131.9516
Feb ’25₹1,071.60
₹1,068.27
-0.31%
17.69%₹1,357.00₹705.00₹1,280.0015
Jan ’25₹1,050.25
₹844.38
-19.60%
16.84%₹1,155.00₹557.00₹1,364.8016
Dec ’24₹919.95
₹797.83
-13.27%
16.34%₹998.00₹557.00₹1,253.4515
Nov ’24₹805.40
₹793.17
-1.52%
16.07%₹998.00₹557.00₹1,207.1515
Oct ’24₹800.10
₹734.57
-8.19%
15.41%₹871.00₹550.00₹1,220.9515
₹1.48k
Fair Value
23.5% undervalued intrinsic discount
17
Number of Analysts

Analyst Forecast: Target price is more than 20% higher than the current share price and analysts are within a statistically confident range of agreement.


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/10/09 02:49
End of Day Share Price 2025/10/09 00:00
Earnings2025/06/30
Annual Earnings2025/03/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Lodha Developers Limited is covered by 26 analysts. 18 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
null nullAntique Stockbroking Ltd.
Pritesh ShethAxis Capital Limited
Amit SrivastavaBatlivala & Karani Securities India Pvt. Ltd.