L

Lodha Developers Limited

LODHANSE
Market snapshot · 2026-08-10 19:47 UTC

1,213.00

₹-5.70 (-0.47%)

MARKET CAP

₹1.21L Cr

STOCK P/E

29.4x

52W HIGH

₹1,344.95

52W LOW

₹650.80

BOOK VALUE

₹233.12

EPS

₹41.19

ROE

SECTOR

Real Estate

DEBT/EQUITY

42.24

VOLUME

7.09L

P/B RATIO

5.20x

PEG RATIO

0.29

Sector

Real Estate

Themes

Real Estate
D
Dividend
E
Earnings
₹1,256.59₹1,115.84₹975.10₹834.36₹693.61VolumeDEEEEDAug '25Sep '25Nov '25Jan '26Mar '26Apr '26Jun '26Aug '26

AI Summary

✦ Clartha

Forecast

Analyst targets, estimate history, and probabilistic forward ranges for LODHA.

20.00 analysts

Price Forecast

Current
₹1,213
High Target
₹1,500
▲ +23.7%
Median Target
₹1,369
▲ +12.9%
Low Target
₹1,000
▼ -17.6%
Now₹1,213High ₹1,500Median ₹1,369Low ₹1,000Aug '25Now12M Target
Price history (1Y)
Analyst target range
20 analysts

Probabilistic Range

Probabilistic lognormal cone using 1Y realized volatility and analyst-target drift when available.

Time horizonRange ()Probability
3M₹960.95 - ₹1,52780%
6M₹871.90 - ₹1,67980%
12M₹759.28 - ₹1,91880%
Realized vol: +36.1% · Drift: +6.0%

Revenue Forecast

₹ Cr
Jun '26Current₹4,378.0
Sep 2026 ETrend estimate range
High₹3,632.7Base₹3,363.6Low₹3,094.5
Sep '25: ₹2,983.0 · Dec '25: ₹4,307.0 · Mar '26: ₹3,902.0 · Jun '26: ₹4,378.0 · Sep '26: ₹3,363.6 · Dec '26: ₹4,856.6
Sep '25Dec '25Mar '26Jun '26Sep '26 EDec '26 E2,983.04,307.03,902.04,378.03,363.64,856.6
PastCurrentTrend estimate: Low / Base / High

EPS Forecast

₹ / share
Jun '26Current₹10.50
Sep 2026 ETrend estimate range
High₹5.11Base₹4.56Low₹4.01
Sep '25: ₹3.36 · Dec '25: ₹11.47 · Mar '26: ₹7.95 · Jun '26: ₹10.50 · Sep '26: ₹4.56 · Dec '26: ₹15.56
Sep '25Dec '25Mar '26Jun '26Sep '26 EDec '26 E3.3611.477.9510.504.5615.56
PastCurrentTrend estimate: Low / Base / High
Market Intelligence

Multi-factor synthesis of 5 key dimensions

Overall Outlook
Neutral
74%
Analyst Consensus
Positive

From 20 analysts

Mean upside+10.0%

Fundamentals

Strong

Fundamentals institutional score is 99 using growth durability 98.7.

Valuation

Fairly valued

Valuation institutional score is 53 using relative multiple z-scores where peer dispersion is available.

Analyst Consensus

Neutral

Analyst View institutional score is 66 using mean target upside 10.0%; dispersion penalty 15.0; recommendation breadth from available consensus.

Technical Structure

Strong Trend

Technicals institutional score is 74 using EMA-20 continuation within 5% tolerance; VCP range/volume contraction proxy.

Market Sentiment

Neutral backdrop

Recent news flow is balanced or not decisive enough to tilt the tape. Based on 10 recent ticker-linked news items.

Signal Summary

Market intelligence remains Neutral. fundamentals and analyst consensus provide support, while valuation remain considerations.

Composite weights: Fundamentals 25%, Valuation 20%, Analyst Consensus 20%, Technical Structure 20%, Market Sentiment 15%.

Fundamentals StrongValuation Fairly valuedAnalyst Consensus NeutralTechnical Structure Strong TrendMarket Sentiment Neutral backdrop

Key Data Points

Mean Target Price1,334.2 target
Mean Upside+10.0%
Technical Score74%
Fundamental Score99%
Data CoverageHigh

Important Note: This is market intelligence, not investment advice. Always conduct your own research and consider your financial goals and risk tolerance.

Valuation Metrics

Trading 5.0% above historical median. Valuation is declining — currently in the fair zone (z-score: +0.47). Confidence: 82%.

Live forward EPS implies next-12-month EPS of ₹48.56. Applying the stock's normalized valuation corridor produces a fair range of ₹1,161.07 to ₹1,450.49, with base value near ₹1,368.91 (+12.9% vs current price).

Forward Valuation Outlook

Live forward estimate anchored to the company's historical valuation corridor.

Inside normalized range

Forward EPS

₹48.56

Forward P/E

25.0x

Base Fair Value

₹1,368.91

Fair Range

₹1,161.07 - ₹1,450.49

Upside To Base

+12.9%

Estimate Source

Live forward EPS

Growth Estimate

+103.3%

P/E
Fair

5Y Average

21.88

Current

29.59

Overvalued

29.87

Undervalued

23.91

EV/EBITDA
Strongly Overvalued

5Y Average

15.93

Current

21.44

Overvalued

21.15

Undervalued

9.79

P/B
Undervalued

5Y Average

5.30

Current

5.20

Overvalued

5.91

Undervalued

4.79

Peers & Comparison

Sector: Real Estate

Real Estate Peers5 peers
Avg P/E: 42.8x
CompanyRev. GrowthMarginP/Evs Avg52W Perf.
DLF LIMITED
DLFReal Estate
-52.9%65.8%
36.7x
Fair
-14% vs avg
-16.1%
OBEROI REALTY LIMITED
OBEROIRLTYReal Estate
+31.7%41.6%
24.8x
Undervalued
-42% vs avg
+10.2%
GODREJ PROPERTIES LTD
GODREJPROPReal Estate
+16.5%30.8%
39.6x
Fair
-7% vs avg
+4.0%
PRESTIGE ESTATE LTD
PRESTIGEReal Estate
+15.9%8.7%
60.0x
Premium
+40% vs avg
-4.1%
THE PHOENIX MILLS LTD
PHOENIXLTDReal Estate
+12.8%28.2%
52.9x
Premium
+24% vs avg
+31.9%
WHY THESE PEERS

LODHA DEVELOPERS LIMITED trades at a discount (29.4x vs peer avg 42.8x), suggesting potential undervaluation relative to the Real Estate cohort. Peers include DLF LIMITED, OBEROI REALTY LIMITED, GODREJ PROPERTIES LTD — selected based on business model, industry classification, market cap similarity, and business theme alignment.

Financials

Real statement data for revenue, earnings quality, conversion, and balance-sheet coverage. Monetary values are shown in Rs crore.

Latest revenue

₹4.38K CrJun 2026

Latest net profit

₹1.05K CrJun 2026

Latest EPS

₹10.50Jun 2026

Net margin

35.0%Jun 2026

Performance

Bars show revenue and net profit. The line shows net margin.

Rs crore + margin %
Q1 '26Q2 '26Q3 '26Q4 '26Q1 '270.0%9.0%18.0%27.0%36.0%0.00 Cr1.50K Cr3.00K Cr4.50K Cr6.00K Cr
  • Revenue
  • Net income
  • Net margin %

Earnings

Revenue is shown in crores. EPS is rupees per share.

Rs crore + Rs/share
Q1 '26Q2 '26Q3 '26Q4 '26Q1 '270.00 Cr1.50K Cr3.00K Cr4.50K Cr6.00K Cr₹0₹3₹6₹9₹12
  • Revenue
  • EPS

Revenue to profit conversion

Bridge from operating numbers to profit for the latest reported period.

Rs crore
RevenueExpensesDepreciationOtheradjustmentsOperatingprofitOther incomeInterestOtheradjustmentsProfitbefore taxTax & otherNet Profit0.00 Cr1.50K Cr3.00K Cr4.50K Cr6.00K Cr

Latest reported period: Jun 2026

Debt level and coverage

Debt, cash and free cash flow compared on the same crore scale.

Rs crore
Annual view
Mar 2022Mar 2023Mar 2024Mar 2025Mar 20260.00 Cr15.00K Cr30.00K Cr45.00K Cr60.00K Cr
  • Debt
  • Free cash flow
  • Cash & equivalents

Results

MetricJun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Sales +1,4081,7312,7943,5262,8112,5904,0163,8903,3492,9834,3073,9024,378
Expenses +1,1311,3341,9842,6872,0751,9082,7442,8432,3922,3662,9792,9382,853
Operating Profit2783978108397366821,2711,0479586181,3289631,525
OPM %20%23%29%24%26%26%32%27%29%21%31%25%35%
Other Income +9323-19213095918715514664399268116
Interest154140130119147171186161173187212179199
Depreciation414642122577966656365999365
Profit before tax1762344457296275231,1079778684291,4169601,377
Tax %23%25%30%26%28%25%25%24%26%22%19%17%24%
Net Profit +1351763135394523938327426443361,1467941,050
EPS in Rs1.401.833.255.424.543.958.347.436.463.3611.477.9510.50
Raw PDF

All values in ₹ Crores unless otherwise stated. Source: Screener Master (Standalone).

Shareholding Pattern

HolderJun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Promoters +71.90%71.87%71.85%72.27%70.31%
FIIs +24.89%24.11%23.49%21.24%23.65%
DIIs +2.19%2.73%3.17%4.62%3.56%
Public +1.00%1.28%1.48%1.85%2.46%
Others0.02%0.01%0.01%0.02%0.02%
Jun 2026
Promoters +
FIIs +
DIIs +
Public +
Others

Events Timeline

Annual Report FY26

FY2026PDFCompany Reports Open

Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation

Aug 07, 2026PDFCompany Reports Open

Announcement under Regulation 30 (LODR)-Earnings Call Transcript

Jul 30, 2026PDFCompany Reports Open

Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Outcome

Jul 27, 2026PDFCompany Reports Open

Concall Transcript - FY2027

Jul 27, 2026PDFKnowledge Base Open