NSE ScannerReal Estate · Real Estate Development · NSE: LODHA · data 2026-11-01
Lodha Developers Ltd.
In plain words
Price: 22.9% below its 52-week high of ₹1,344.95.
Delivery: 55.0% of traded shares were kept for delivery over the last 10 sessions, against 48.5% over the last 60.
Latest results: a net profit of ₹1,013 cr for the quarter ended Sept 2026 (+28.4% on the same quarter a year earlier).
A description of the data, not a recommendation.
Key figures
Growth
| Revenue (last 12 months) | ₹18,850 cr |
| Net profit (last 12 months) | ₹4,350 cr |
| Sales growth, 3 years (yearly) | 20.8% |
| Profit growth, 3 years (yearly) | 91.7% |
At a glance
Promoters 70.3% (-1.6 pts in a year), pledged 0.0%, institutions 27.9%.
P/E 23.9, P/B 4.1, dividend yield 0.4%. Price relative to earnings and book value (low is cheaper, not better).
ROE 15.8%, ROCE 18.9%, operating margin 31.2%: how much profit it earns on the money it uses.
Debt/equity 0.42, Profit growth 91.7% and sales growth 20.8% a year over 3 years.
Ratings use fixed thresholds on the latest reported figures. They describe the numbers and are not a recommendation.
Strengths and limitations
- Healthy operating margin (31.2%).
- Profit grew 91.7% a year over 3 years.
- Promoters cut their holding by 1.6 points in a year.
Picked automatically from the latest reported figures with fixed rules; check the company's filings before relying on them.
Latest results in brief (Q2 FY27)
LODHA Q2 FY27 results (consolidated figures, as filed on NSE).
Revenue was ₹4,467.4 crore, up 17.6% YoY and down 10.6% QoQ.
Net profit was ₹1,013 crore, up 28.4% YoY and down 26.2% QoQ.
Operating margin was 33.3% (29.2% a year ago).
EPS was ₹10.14, up 28.4% YoY and down 26.1% QoQ.
LODHA के Q2 FY27 नतीजे (कंसोलिडेटेड आंकड़े, NSE पर दाखिल)।
राजस्व: ₹4,467.4 करोड़; पिछले साल की तुलना में 17.6% की बढ़त, पिछली तिमाही की तुलना में 10.6% की गिरावट।
शुद्ध मुनाफ़ा: ₹1,013 करोड़; पिछले साल की तुलना में 28.4% की बढ़त, पिछली तिमाही की तुलना में 26.2% की गिरावट।
ऑपरेटिंग मार्जिन: 33.3% (एक साल पहले 29.2%)।
EPS: ₹10.14; पिछले साल की तुलना में 28.4% की बढ़त, पिछली तिमाही की तुलना में 26.1% की गिरावट।
LODHAના Q2 FY27 પરિણામો (કન્સોલિડેટેડ આંકડા, NSE પર ફાઇલ કરેલા).
આવક (રેવન્યુ): ₹4,467.4 કરોડ; ગયા વર્ષની સરખામણીએ 17.6% વધારો, ગયા ક્વાર્ટરની સરખામણીએ 10.6% ઘટાડો.
ચોખ્ખો નફો: ₹1,013 કરોડ; ગયા વર્ષની સરખામણીએ 28.4% વધારો, ગયા ક્વાર્ટરની સરખામણીએ 26.2% ઘટાડો.
ઓપરેટિંગ માર્જિન: 33.3% (એક વર્ષ પહેલાં 29.2%).
EPS: ₹10.14; ગયા વર્ષની સરખામણીએ 28.4% વધારો, ગયા ક્વાર્ટરની સરખામણીએ 26.1% ઘટાડો.
Written from the filed numbers. Not a recommendation.
Smart-money activity
20/100 · Weak over the last ~60 sessions, data 2026-10-30
- Delivery vs usual 4/30: Delivery 54.7% over the last 20 sessions vs 51.1% in the 40 before (1.07x); shares delivered per day 0.88x usual; 0 delivery-spike days (3x usual shares delivered, 40%+ delivery) in the last 20 sessions.
- Bulk/block deals 0/20: No bulk or block deals in the last 90 days.
- Insider / SAST buys 0/15: No insider buy or SAST acquisition filings in the last 90 days. Insider sells are not collected by the site, so only buy filings count.
- Mutual fund holding 9/15: 12 schemes hold it, about ₹321 cr in all (as of 2026-09-30). Latest monthly portfolios only (top 60 holdings per scheme); month-on-month change is not stored.
- Accumulation evidence 2/15: Verdict "Single spike", sustained score 12/100.
- Promoter pledges 5/5: No promoter pledge filings in 90 days.
A description of recorded activity (delivery, deals, insider buys, fund holding, pledges), not a recommendation. Today's most active stocks.
Story so far
● Results ● Dividend
- 30 Oct 26Results Q2 FY27 results: profit +28.4% YoY
- 7 Aug 26Dividend Dividend ₹4.25 (ex-date) -0.1% next session
- 24 Jul 26Results Q1 FY27 results: profit +103.4% YoY +4.6% next session
- 24 Apr 26Results Q4 FY26 results: profit +9.4% YoY +2.7% next session
- 28 Jan 26Results Q3 FY26 results: profit +1.3% YoY +4.9% next session
- 30 Oct 25Results Q2 FY26 results: profit +86.5% YoY +1.6% next session
- 22 Aug 25Dividend Dividend ₹4.25 (ex-date) -2.3% next session
- 26 Jul 25Results Q1 FY26 results: profit +42.0% YoY -6.0% next session
- 24 Apr 25Results Q4 FY25 results: profit +38.5% YoY -4.5% next session
- 11 Mar 25Results Q3 FY25 results: profit +87.6% YoY +0.6% next session
From official exchange filings and NSE data. How the price moved after an event describes the past, not what comes next.
Quarterly results (consolidated)
| Quarter | Revenue | Net profit | Profit YoY | Op. margin | EPS ₹ |
|---|---|---|---|---|---|
| Sept 2026 | ₹4,467 cr | ₹1,013 cr | +28.4% | 33.3% | 10.14 |
| Jun 2026 | ₹4,997 cr | ₹1,372 cr | +103.4% | 38.5% | 13.73 |
| Mar 2026 | ₹4,714 cr | ₹1,008 cr | +9.4% | 30.0% | 10.09 |
| Dec 2025 | ₹4,673 cr | ₹957 cr | +1.3% | 30.3% | 9.59 |
Shareholding trend
| Holder | Sept 2026 | Jun 2026 | Mar 2026 | Dec 2025 |
|---|---|---|---|---|
| Promoters | 70.29% | 70.31% | 72.27% | 71.85% |
| Foreign institutions (FII) | 25.33% | 23.65% | 21.25% | 23.49% |
| Domestic institutions (DII) | 2.55% | 3.57% | 4.62% | 3.17% |
| Mutual funds | 0.73% | 1.88% | 3.37% | 1.98% |
| Retail investors | 1.18% | 1.47% | 1.16% | 1.00% |
| Number of shareholders | 1,39,578 | 1,58,746 | 1,47,462 | 1,35,294 |
Common questions
What was Lodha Developers Ltd.'s latest quarterly profit?
Lodha Developers Ltd. reported a net profit of ₹1,013 cr for the quarter ended Sept 2026 (+28.4% on the same quarter a year earlier), on revenue of ₹4,467 cr.
How much do promoters hold in Lodha Developers Ltd.?
Promoters held 70.29% of Lodha Developers Ltd. at the end of Sept 2026, with 0.00% of promoter shares pledged.
Is Lodha Developers Ltd. debt-free?
Its latest reported debt-to-equity ratio is 0.42.
What is Lodha Developers Ltd.'s P/E ratio?
About 23.9, based on the last 12 months' earnings and a price of ₹1,037 (data 2026-11-01).
What is the 52-week high and low of Lodha Developers Ltd.?
The 52-week high is ₹1,344.95 and the 52-week low is ₹650.8.
Mutual funds holding Lodha Developers Ltd.
From the monthly portfolios of the fund houses the site reads, as of 2026-09-30. 12 schemes holding about ₹321 cr; funds that hold it outside their top holdings may not be listed.
| Scheme | Fund house | % of fund | Value |
|---|---|---|---|
| Mirae Asset Large Cap Fund | Mirae Asset Mutual Fund | 0.54% | ₹192 cr |
| Nippon India ETF Nifty Midcap 150 | Nippon India Mutual Fund | 0.83% | ₹32 cr |
| Nippon India Nifty Midcap 150 Index Fund | Nippon India Mutual Fund | 0.83% | ₹22 cr |
| SBI Quant Fund | SBI Mutual Fund | 0.84% | ₹22 cr |
| Mirae Asset Nifty Midcap 150 ETF | Mirae Asset Mutual Fund | 0.83% | ₹15 cr |
| Mirae Asset Infrastructure Fund | Mirae Asset Mutual Fund | 2.96% | ₹14 cr |
| SBI Nifty Midcap 150 Index Fund | SBI Mutual Fund | 0.83% | ₹10 cr |
| Nippon India Nifty Realty Index Fund | Nippon India Mutual Fund | 15.88% | ₹9 cr |
| ADITYA BIRLA SUN LIFE NIFTY MIDCAP 150 INDEX FUND | Aditya Birla Sun Life Mutual Fund | 0.83% | ₹4 cr |
| Mirae Asset Nifty India New Age Consumption ETF | Mirae Asset Mutual Fund | 1.39% | ₹1 cr |
| Mirae Asset Nifty India Infrastructure & Logistics ETF | Mirae Asset Mutual Fund | 1.05% | ₹0 cr |
| SBI Nifty Midcap150 ETF | SBI Mutual Fund | 0.83% | ₹0 cr |
Compared with similar companies
| Company | Price | Market cap | P/E | P/B | ROE | ROCE | Debt/eq. | 1-yr return |
|---|---|---|---|---|---|---|---|---|
| Lodha Developers Ltd. | ₹1,037 | ₹1,03,792 cr | 23.9 | 4.1 | 15.8% | 18.9% | 0.42 | -12.7% |
| DLF Limited | ₹691.55 | ₹1,70,797 cr | 37.5 | 3.8 | 10% | 2.8% | 0.01 | -11.5% |
| Indus Towers Limited | ₹378.3 | ₹99,744 cr | 14 | 2.5 | 19.8% | 18.9% | 0.53 | +0.1% |
| Phoenix Mills Ltd. | ₹1,957.2 | ₹69,513 cr | 53.8 | 7.7 | 11.4% | 11.6% | 0.48 | +13.9% |
| Prestige Estates Projects Limited | ₹1,453.3 | ₹62,241 cr | 55 | — | 7.5% | — | 1.09 | -17.3% |
| Oberoi Realty Limited | ₹1,646.5 | ₹59,122 cr | 22.8 | 3.1 | 14.9% | — | 0.16 | -4.9% |
Compare LODHA with DLF in detail →
The full analysis has the price chart, every quarterly result with YoY/QoQ growth, the balance sheet and cash flow with an accounting red-flag check, shareholding quarter by quarter with big investors, news, filings and bulk/block deals.
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