Lodha Developers Limited (LODHA) Earnings Call Transcripts

Lodha Developers Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, Lodha Developers Limited reported a strong performance with presales reaching INR 58.9 billion, marking a 23% year-on-year increase. For the fiscal year, total presales amounted to INR 205 billion, up 16% from the previous year, while profit after tax (PAT) grew 24% to INR 34.3 billion, achieving a PAT margin of 20%. Management has guided for FY '27 presales of approximately INR 240 billion, reflecting confidence in ongoing demand despite geopolitical challenges.

Reported metrics

Guidance from management

Management has guided for FY '27 presales of approximately INR 240 billion with an embedded EBITDA margin of 32% to 34%. They expect to focus on free cash flow generation and reducing business development CapEx over the next two years.

What management said

Thank you, Ira, and good morning, everyone. Welcome to Lodha Developers Q4 FY '26 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 o...

Yes. The Supreme Court brought the situation to where it was in late 2025 back in August 2026. So we all lost about 9 months in getting back to the same starting point. And the clearances then started getting given by, I think, sometime in November 2026 -- sorry, November 2025. So we are very much that issue is behind for the entire market, including for Lodha.

What analysts pressed on

Analysts expressed concerns regarding the impact of geopolitical tensions on sales, particularly in luxury segments, and sought clarity on how these factors might influence future performance. There were also inquiries about the readiness of the launch pipeline for FY '27 and potential delays in collections due to market conditions.

Main topics on the call

• Strong Presales Performance — Lodha achieved record presales of INR 58.9 billion in Q4 FY '26, contributing to total presales of INR 205 billion for the fiscal year, a 16% increase. Management noted, "every single quarter delivering its best ever per...
• Improved Profitability Metrics — The company reported a PAT of INR 34.3 billion for FY '26, with a PAT margin of 20%. This marks a significant improvement from previous years, demonstrating effective cost management and operational efficiency.
• Strategic Business Development — Lodha added 12 projects with a gross development value (GDV) of INR 600 billion, exceeding guidance by 2.4x. Management emphasized that these were "high-quality, well-structured transactions" reflecting strong demand for...
• Geopolitical Challenges Impacting Sales — Management acknowledged that the geopolitical situation, particularly in the Middle East, led to a deferral of closures in March. They stated, "March... did see select deferral of closures as consumers looked at the situ...

Read the full Lodha Developers Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 14 Lodha Developers Limited earnings call transcripts on record, spanning July 26, 2022 to July 27, 2026. Based on this history, Lodha Developers Limited reports quarterly. The most recent call on file is dated July 27, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

LODHA

Exchange

NSEI

Country

IN

Sector

Real Estate

Industry

Real Estate Management and Development

Calls on record

14

First call

July 26, 2022

Most recent

July 27, 2026

Reporting cadence

quarterly