Lodha Developers Ltd (NSE:LODHA)

Q1 2026 Lodha Developers Ltd Earnings Call Transcript

Jul 28, 2025 / 08:30AM GMT

Release Date Price: ₹1203.2 (-5.96%)

Transcript

Key Points

Positve

Lodha Developers Ltd (BOM:543287) achieved its best-ever first quarter presales performance at INR44.5 billion, growing 10% year on year.
The company is on track to establish a new base of INR50 billion of quarterly presales, indicating strong sales momentum.
Lodha Developers Ltd (BOM:543287) has successfully expanded its footprint in Bangalore, adding five projects with a combined GDV of INR227 billion.
The company maintains a strong financial position with a net debt-to-equity ratio of 0.24 times, well below its ceiling of 0.5 times.
Lodha Developers Ltd (BOM:543287) is seeing strong leasing traction in its warehousing and industrial leasing vertical, with marquee clients like Tesla and DP World.

Negative

The first quarter presales growth was moderately affected by two weeks of geopolitical tension in May 2025.
Environmental clearance issues in Mumbai could potentially impact INR3,000 to INR4,000 crores of launches for the year.
The company's strategy of gradual entry into new markets like Delhi NCR means it may take time to establish a significant presence.
Concerns about the IT sector slowdown in Bangalore could impact future sales, although the company remains optimistic.
The company's launch model, which focuses on selling about 40% of new launches in the first 12 months, may result in slower initial sales velocity compared to peers.

Operator

Ladies and gentlemen, good day, and welcome to Lodha Developers Limited post results conference call to discuss the Q1 FY26 earnings. (Operator Instructions) Please note that this conference is being recorded.

I now hand the conference over to Mr. Chintan Parikh. Thank you, and over to you, sir.

Chintan Parikh

Lodha Developers Ltd - Investor Relations

Thank you, Avira, and good afternoon, everyone. Welcome to Lodha Developers Q1 FY26 conference call. Today, we have with us Mr. Abhishek Lodha, MD and CEO; Mr. Sushil Modi, Executive Director of Finance; Mr. Sanjay Chauhan, Chief Financial Officer; Mr. Rajendra Joshi, CEO, Bengaluru.

I would now like to invite Abhishek to make his opening remarks. Over to you, Abhishek.

Abhishek Lodha

Lodha Developers Ltd - Chief Executive Officer, Managing Director, Executive Director

Thank you, Chintan. Good afternoon, everyone, and welcome to our Q1 earnings call. Before we dive into the business update, I want to take a moment to pay tribute to the Brave Indian

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