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 last week. The early response was not positive, with shares down 7.2% to ₹1,238 in the past week. It was not a great result overall. While revenues of ₹35b were in line with analyst predictions, earnings were less than expected, missing statutory estimates by 20% to hit ₹6.74 per share. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on Lodha Developers after the latest results.

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Taking into account the latest results, the current consensus from Lodha Developers' 18 analysts is for revenues of ₹168.9b in 2026. This would reflect a decent 16% increase on its revenue over the past 12 months. Statutory earnings per share are predicted to grow 17% to ₹34.61. Before this earnings report, the analysts had been forecasting revenues of ₹168.4b and earnings per share (EPS) of ₹34.98 in 2026. The consensus analysts don't seem to have seen anything in these results that would have changed their view on the business, given there's been no major change to their estimates.

View our latest analysis for Lodha Developers

The analysts reconfirmed their price target of ₹1,478, showing that the business is executing well and in line with expectations. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. There are some variant perceptions on Lodha Developers, with the most bullish analyst valuing it at ₹1,870 and the most bearish at ₹1,000 per share. There are definitely some different views on the stock, but the range of estimates is not wide enough as to imply that the situation is unforecastable, in our view.

Another way we can view these estimates is in the context of the bigger picture, such as how the forecasts stack up against past performance, and whether forecasts are more or less bullish relative to other companies in the industry. The analysts are definitely expecting Lodha Developers' growth to accelerate, with the forecast 22% annualised growth to the end of 2026 ranking favourably alongside historical growth of 14% per annum over the past five years. Compare this with other companies in the same industry, which are forecast to grow their revenue 23% annually. Factoring in the forecast acceleration in revenue, it's pretty clear that Lodha Developers is expected to grow at about the same rate as the wider industry.

The Bottom Line

The most important thing to take away is that there's been no major change in sentiment, with the analysts reconfirming that the business is performing in line with their previous earnings per share estimates. Happily, there were no real changes to revenue forecasts, with the business still expected to grow in line with the overall industry. The consensus price target held steady at ₹1,478, with the latest estimates not enough to have an impact on their price targets.

With that in mind, we wouldn't be too quick to come to a conclusion on Lodha Developers. Long-term earnings power is much more important than next year's profits. At Simply Wall St, we have a full range of analyst estimates for Lodha Developers going out to 2028, and you can see them free on our platform here..

It might also be worth considering whether Lodha Developers' debt load is appropriate, using our debt analysis tools on the Simply Wall St platform, here.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.