Lodha Developers Ltd (NSE:LODHA)

Q4 2026 Lodha Developers Ltd Earnings Call Transcript

Apr 27, 2026 / 05:30AM GMT

Release Date Price: ₹879.45 (+4.61%)

Transcript

Key Points

Positve

Lodha Developers Ltd (BOM:543287) achieved a significant increase in presales, reaching INR205 billion in FY26, marking a 28% CAGR since FY21.
The company successfully reduced its net debt from 3.5 times equity at IPO to 0.3 times, showcasing strong financial management.
Lodha Developers Ltd (BOM:543287) expanded its market share to 3.5% of primary housing sales in the top six cities, indicating growth potential.
The company added 12 projects with INR600 billion of GDV, exceeding its own guidance by 2.4 times, reflecting strong business development.
Lodha Developers Ltd (BOM:543287) is strategically positioned to benefit from infrastructure developments in Palava, which could lead to significant price appreciation and margin improvement.

Negative

The global macroeconomic environment, including Middle East tensions, has injected uncertainty into the market, affecting consumer confidence.
Environmental clearance delays impacted construction and new launches in the first three quarters of FY26.
The company experienced a slight compression in EBITDA margin due to lower land sales, despite overall financial growth.
There was a deferral of closures in March due to geopolitical tensions, impacting sales from NRIs in the Middle East and the luxury segment.
Construction cost increases, particularly in gas-dependent categories, could impact margins if the situation persists.

Operator

Ladies and gentlemen, good morning, and welcome to the Lodha Developers Limited Q4 FY26 earnings conference call. (Operator Instructions) Please note that this conference is being recorded.

I will now hand the conference over to Mr. Chintan Parikh, Co-Head of Investor Relations, for opening remarks. Thank you, and over to you.

Chintan Parikh

Lodha Developers Ltd - Co-Head of Investor Relations

Thank you, Ira, and good morning, everyone. Welcome to Lodha Developers Q4 FY26 conference call. Today, we have with us Mr. Abhishek Lodha, MD and CEO; Mr. Sushil Kumar Modi, Executive Director, Finance; Mr. Sanjay Chauhan, CFO; Mr. Akshat Gupta, Deputy CEO, South Central Mumbai; [Mr. Nishant Pasim], Deputy CEO, Luxury; Mr. Anand Kumar, Head, Investor Relations.

Now I would 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 morning, everyone. Thank you for

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