Lodha Developers Ltd

Lodha Developers has allotted 2,414 equity shares under ESOS on 05 March 2026. Powered by Capital Market - Live

The key equity indices opened the session on a subdued note, slipping marginally amid mixed cues from global markets as cautious investor sentiment outweighed optimism surrounding the conclusion of the India'EU free trade agreement (FTA). Participants are keeping a close watch on the rupee's movement, ongoing Q3 corporate earnings, and evolving geopolitical developments. Attention is also on quarterly results from ITC, Tata Motors, and Vedanta, scheduled to be announced later today. Meanwhile, the Nifty traded below the 25,300 level. IT, auto and FMCG shares witnessed selling pressure while metal, oil & gas and PSU Bank stocks advanced. At 09:25 IST, the barometer index, the S&P BSE Sensex declined 184.81 points or 0.24% to 82,137.24. The Nifty 50 index fell 63.30 points or 0.25% to 25,279.45. In the broader market, the S&P BSE Mid-Cap index rose 0.20% and the S&P BSE Small-Cap index added 0.02%. The market breadth was positive. On the BSE, 1,564 shares rose and 1,450 shares fell. A total of 174 shares were unchanged. Foreign portfolio investors (FPIs) bought shares worth Rs 480.26 crore, while domestic institutional investors (DIIs) were net buyers to the tune of Rs 3,360.59 crore in the Indian equity market on 28 January 2026, provisional data showed. Stocks in Spotlight: Lodha Developers shed 0.20%. The company reported a 1.3% YoY rise in consolidated net profit to Rs 956.9 crore, while revenue from operations increased 14.4% to Rs 4,672.5 crore in Q3 FY26 over Q3 FY25. LT Foods fell 0.46%. The company reported consolidated net profit rose 9.8% to Rs 157.4 crore on a 23.5% increase in revenue from operations to Rs 2,809.2 crore in Q3 FY26 over Q3 FY25. Cochin Shipyard advanced 0.76%. The company reported an 18.3% YoY decline in consolidated net profit to Rs 144.7 crore, even as revenue from operations rose 17.7% to Rs 1,350.4 crore in Q3 FY26 over Q3 FY25. Economy: India's industrial production rose to a 26-month high of 7.8% in December, up from 7.2% in November, according to data released by the government on January 28. The sharp pickup was driven by a broad-based acceleration across manufacturing, capital goods and infrastructure-linked segments, signalling resilient momentum at the end of the calendar year. Numbers to Track: The yield on India's 10-year benchmark federal paper was flat at 6.719 In the foreign exchange market, the rupee edged higher against the dollar. The partially convertible rupee was hovering at 91.9775 compared with its close of 91.9975 during the previous trading session. MCX Gold futures for 5 February 2026 settlement jumped 5.78% to Rs 1,75,597. The US Dollar Index (DXY), which tracks the greenback's value against a basket of currencies, was down 0.24% to 96.12. The United States 10-year bond yield advanced 0.33% to 4.265. In the commodities market, Brent crude for March 2026 settlement advanced 75 cents or 1.10% to $69.15 a barrel. Global Markets: Asia market mostly traded lower on Thursday after the U.S. Federal Reserve overnight kept its benchmark rate steady at a target range of 3.5% to 3.75%. Investors will be keeping an eye on developments in Indonesia after the benchmark Jakarta Composite plunged over 8% on Wednesday after index provider MSCI had issued a statement warning of a potential downgrade of the country to frontier-market status. Meanwhile, Singapore's central bank left its monetary policy unchanged Thursday, while warning of upside risks to inflation and demand as the city-state's economic outlook stays resilient. The country's benchmark Straits Times Index inched 0.19% higher. Overnight in the U.S., the S&P 500 reached a milestone level, hitting 7,000 for the first time, before pulling back as the Federal Reserve left interest rates unchanged and upped its economic growth assessment. The broad market index ended the day down 0.01% at 6,978.03. Earlier, the S&P 500 was up 0.3% on the day, hitting an all-time intraday high of 7,002.28. The Dow Jones Industrial Average added 0.02% to close at 49,015.60. The Nasdaq Composite outperformed and gained 0.17%, settling at 23,857.45.Powered by Capital Market - Live

Net profit of Lodha Developers rose 1.32% to Rs 956.90 crore in the quarter ended December 2025 as against Rs 944.40 crore during the previous quarter ended December 2024. Sales rose 14.44% to Rs 4672.50 crore in the quarter ended December 2025 as against Rs 4083.00 crore during the previous quarter ended December 2024. ParticularsQuarter EndedDec. 2025Dec. 2024% Var. Sales4672.504083.00 14 OPM %30.2931.98 - PBDT1340.601225.70 9 PBT1243.101158.50 7 NP956.90944.40 1 Powered by Capital Market - Live

Lodha Developers will hold a meeting of the Board of Directors of the Company on 28 January 2026.Powered by Capital Market - Live

Lodha Developers has allotted 38,695 equity shares of Rs 10/- each on 21 January 2026, pursuant to the Lodha Developers Limited - Employee Stock Option Scheme 2021 - II. Powered by Capital Market - Live

 Four months after Lodha Developers signed a memorandum of understanding of Rs 30,000 crore with Maharashtra government to develop a data centre in the state, it has committed to another Rs 1 lakh crore. On 19 January, Abhishek Lodha, MD and CEO of Lodha, signed an MoU with the government of Maharashtra in the backdrop of World Economic Forum at Davos. With the total investment of Rs 1.3 lakh crores on approximately 2.5 gigawatt data centre park, it is slated to be the largest in the country. In September last year, Lodha Developers had signed an agreement for Rs 30,000 crores with Maharashtra government to develop a data centre under the government Green Integrated Data Centre Park policy. The latest agreement of another Rs 1 lakh crore will bolster the group's commitment to Maharashtra's growth. The data centre park with total investment of Rs 1.3 lakh crores will create over 16,000 direct and indirect jobs. The park, with a capacity of approximately 2.5 gigawatts, will accommodate several major international and domestic players. Amazon has already acquired a land parcel for its data centre and also made arrangements for its power requirement for the next 15 years. Singapore based STT Global Data Centres has also acquired a land parcel in the park. Powered by Capital Market - Live

Lodha Developers has allotted 32,870 equity shares under ESOS on 07 January 2026. Powered by Capital Market - Live

Sequentially, the company registered a 23% growth in pre-sales. The growth was supported by strong momentum in sustenance sales, and a significant launch pipeline in Q4 is expected to support the achievement of its annual pre-sales guidance of Rs 21,000 crore. Collections in Q3 FY26 stood at Rs 3,560 crore, down 17% YoY but up 2% quarter-on-quarter (QoQ). The company added that collections were lower than Q3 FY25, which had one-off inflows from large land and office sales. Collections are expected to scale up significantly in the coming quarters. On a nine-month basis, the company's pre-sales rose 14% YoY to Rs 14,640 crore, while collections declined 1% to Rs 9,930 crore in 9M FY26 compared to 9M FY25. The company said that in Q3 FY26, it added five projects with a gross development value (GDV) of Rs 33,800 crore across MMR, NCR, and Bengaluru. This takes total business development in 9M FY26 to Rs 58,800 crore, which is 2.35 times its annual guidance of Rs 25,000 crore. This significant business development is expected to enhance visibility of future growth and support higher profitability in upcoming acquisitions. The company also said its pilot in NCR has commenced with two projects on a joint development basis, reflecting its risk-calibrated approach to capital deployment. NCR is the second-largest housing market in the country, with a shortage of trusted quality developers and a fragmented supply landscape. The NCR entry will enable the company to serve nearly 80% of the housing demand across the top seven Indian cities. Despite the significant investment in business development during the first nine months, the company's net debt stood at Rs 61.7 billion, well below its ceiling of 0.5x net debt-to-equity. Lodha Developers is primarily engaged in the business of real estate development. The company's consolidated net profit jumped 86.5% to Rs 788.70 crore on a 44.7% increase in revenue from operations to Rs 3,798.50 crore in Q2 FY26 over Q2 FY25. The counter shed 0.78% to Rs 1,111.70 on the BSE. Powered by Capital Market - Live

Lodha Developers has allotted 42,630 equity shares under ESOS on 24 December 2025. Powered by Capital Market - Live

Lodha Developers Ltd gained 1.56% today to trade at Rs 1091.3. The BSE Realty index is up 0.37% to quote at 6815.04. The index is down 7.24 % over last one month. Among the other constituents of the index, Oberoi Realty Ltd increased 1.24% and Phoenix Mills Ltd added 0.79% on the day. The BSE Realty index went down 21.77 % over last one year compared to the 5.17% surge in benchmark SENSEX. Lodha Developers Ltd has lost 10.65% over last one month compared to 7.24% fall in BSE Realty index and 0.11% drop in the SENSEX. On the BSE, 34351 shares were traded in the counter so far compared with average daily volumes of 1.12 lakh shares in the past one month. The stock hit a record high of Rs 1534.25 on 09 Jun 2025. The stock hit a 52-week low of Rs 1036 on 17 Mar 2025.Powered by Capital Market - Live