Lodha Developers Ltd (NSE:LODHA)

Q2 2026 Lodha Developers Ltd Earnings Call Transcript

Oct 31, 2025 / 07:30 AM GMT

Release Date Price: ₹1197.9 (+2.26%)

Transcript

Key Points

Positve

Lodha Developers Ltd (BOM:543287) achieved its best-ever second quarter pre-sales with a 7% year-on-year increase, reaching 45.7 billion.
The company was recognized as one of the top 1,000 most trustworthy companies globally by Newsweek, highlighting its strong stakeholder relations.
Lodha Developers Ltd (BOM:543287) reported an embedded EBITDA margin of 32%, demonstrating resilience despite a higher contribution from joint development agreements.
The company has made significant progress in its data center park at Palava, securing anchor customers like Amazon Web Services and STT.
Lodha Developers Ltd (BOM:543287) has expanded its footprint in Pune, becoming the second-largest developer in the city with plans to become the largest within two years.

Negative

The company's average revision trend has been trending down over the last few quarters, indicating a potential shift towards mid-income products.
Environmental clearance issues in Mumbai delayed project launches, resulting in a bunching of sales in the second half of the fiscal year.
The real estate market in Mumbai, while profitable, faces challenges due to stalled environmental clearance processes impacting project timelines.
Lodha Developers Ltd (BOM:543287) faces competition in the data center space, with the need to finalize a business plan for speculative or built-to-suit projects.
The company's expansion into new markets like NCR is still in the pilot phase, with initial focus likely on Gurugram, indicating potential risks in market entry.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

LODH.NS - Lodha Developers Ltd
Q2 2026 Lodha Developers Ltd Earnings Call
Oct 31, 2025 / 07:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to Lota Developers Limited 2F 526 postsults conference call. As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation controls. Should you need assistance during the conference call, please signal an operator by pressing start, then 0 on your touchstone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Chintan Parik, co-head of investor relations.

Thank you and over to you, Mr. Parek.

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Unidentified_2 [2]
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