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Lodha Developers LimitedNSEI:LODHA Stock Report

Market Cap ₹922.7b
Share Price
₹923.65
₹1.24k
25.4% undervalued intrinsic discount
1Y-36.6%
7D4.5%
1D
Portfolio Value
View

Lodha Developers Limited

NSEI:LODHA Stock Report

Market Cap: ₹922.7b

Lodha Developers (LODHA) Stock Overview

Through its subsidiaries, engages in the development of real estate properties in India. More details

LODHA fundamental analysis
Snowflake Score
Valuation3/6
Future Growth2/6
Past Performance3/6
Financial Health5/6
Dividends3/6

LODHA Community Fair Values

Create Narrative

See what 19 others think this stock is worth. Follow their fair value or set your own to get alerts.

Lodha Developers Limited Competitors

Price History & Performance

Summary of share price highs, lows and changes for Lodha Developers
Historical stock prices
Current Share Price₹923.65
52 Week High₹1,531.00
52 Week Low₹650.80
Beta0.60
1 Month Change4.62%
3 Month Change-6.54%
1 Year Change-36.61%
3 Year Change65.22%
5 Year Change196.66%
Change since IPO297.06%

Recent News & Updates

Narrative Update 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).
Analysis Article 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...
Narrative Update Apr 23

LODHA: Data Centre Park Development Will Support Future Upside Potential

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

Recent updates

Narrative Update 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).
Analysis Article 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...
Narrative Update 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.
Narrative Update 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.
Narrative Update 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).
Narrative Update 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).
Narrative Update 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).
Narrative Update 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).
Narrative Update 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.
Analysis Article 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...
Narrative Update 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).
Narrative Update 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).
Narrative Update 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.
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Narrative Update 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.
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article Jul 02

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

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

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

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
User avatar
New Narrative 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.

Shareholder Returns

LODHAIN Real EstateIN Market
7D4.5%2.2%2.1%
1Y-36.6%-18.7%0.8%

Return vs Industry: LODHA underperformed the Indian Real Estate industry which returned -18.7% over the past year.

Return vs Market: LODHA underperformed the Indian Market which returned 0.8% over the past year.

Price Volatility

Is LODHA's price volatile compared to industry and market?
LODHA volatility
LODHA Average Weekly Movement6.7%
Real Estate Industry Average Movement7.2%
Market Average Movement7.2%
10% most volatile stocks in IN Market10.3%
10% least volatile stocks in IN Market4.8%

Stable Share Price: LODHA has not had significant price volatility in the past 3 months compared to the Indian market.

Volatility Over Time: LODHA's weekly volatility (7%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
19805,359Abhishek Mangal Lodhawww.lodhagroup.com

Lodha Developers Limited, through its subsidiaries, engages in the development of real estate properties in India. The company is involved in the construction and development of residential, office, and retail properties, as well as leasing of retail and office spaces. It also develops warehousing, logistics, light industrial facilities, and digital infrastructure parks.

Lodha Developers Limited Fundamentals Summary

How do Lodha Developers's earnings and revenue compare to its market cap?
LODHA fundamental statistics
Market cap₹922.71b
Earnings (TTM)₹34.28b
Revenue (TTM)₹166.76b
26.9x
P/E Ratio
5.5x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
LODHA income statement (TTM)
Revenue₹166.76b
Cost of Revenue₹97.96b
Gross Profit₹68.80b
Other Expenses₹34.52b
Earnings₹34.28b

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)34.32
Gross Margin41.26%
Net Profit Margin20.56%
Debt/Equity Ratio42.2%

How did LODHA perform over the long term?

See historical performance and comparison

Dividends

0.5%
Current Dividend Yield
12%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/28 19:33
End of Day Share Price 2026/05/27 00:00
Earnings2026/03/31
Annual Earnings2026/03/31

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 24 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
Amit Srivastava360 ONE Capital Market Private Limited
null nullAntique Stockbroking Ltd.
Rishith ShahAxis Capital Limited