Q1 2027 Lodha Developers Ltd Earnings Call Transcript
Key Points
- Lodha Developers Ltd (BOM:543287) reported a 43% year-on-year increase in revenue for the quarter, reaching $50 billion.
- The adjusted EBITDA rose by 79% to $21.5 billion, with a margin of 43%, up from 34.4% a year ago.
- Profit after tax (PAT) more than doubled to $13.7 billion, with a PAT margin of 26.9%, marking the company's best-ever quarter in terms of revenue, EBITDA, and PAT.
- The company successfully monetized 130 acres of its data center park and plans to monetize an additional 150 acres over the next three to four years, generating significant sales.
- Lodha Developers Ltd (BOM:543287) reduced its net debt by $4.5 billion, bringing it to under $50 billion, with a net debt to equity ratio of approximately 0.2 times, well below the self-imposed ceiling of 0.5 times.
- The company's pre-sales for the quarter were $46.3 billion, up only 4% year-on-year, which is below the trend line due to postponed launches.
- The ongoing Middle East conflict has impacted NRI buyer sentiment, which represents about 4% to 5% of sales, leading to subdued demand.
- Energy-intensive input costs have risen, potentially increasing project construction costs by 1% to 1.5% if the situation persists for a full year.
- The company has not raised its annual guidance despite a strong quarter, indicating caution due to potential market volatility.
- The residential segment saw limited new launches in the first quarter, affecting pre-sales growth, although launches are expected to pick up in subsequent quarters.
The.
Ladies and gentlemen, good day and welcome to the Lothar Developers Limited Q1 FY27 Earnings Conference Call.
As a reminder, all participant clients will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes.
Should you need assistance during the call, please signal an operator by pressing *, then zero on a test to one phone.
I now hand the conference over to Mr. Chintan Parikh, company head of Investor Relations for opening remarks.
Thank you, and over to you, sir.
Thank you, Leo.
Welcome to Luta Developers Q1F527 conference call.
Today we have with us... Mr. Abhishek Lodha, Nanking Director. Mr. Prashanth Bindal, CEO of Lodha Residences. Mr. Sushil Kumar Modi, Group Finance Director. Mr. Sanjay Chauhan, Chief Financial Officer.
I would now like to invite Abhishek to make his opening remarks. Over to you, Abhishek.
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