Lodha Developers Limited has informed the Exchange regarding Key Operational Updates for Q3FY26 ''.
LODHA · price
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Lodha Developers reported its best-ever quarterly pre-sales of ₹56.2 billion in Q3FY26, up 25% year-on-year and 23% quarter-on-quarter. For 9MFY26, pre-sales reached ₹146.4 billion (14% YoY growth), keeping the company on track to meet its full-year pre-sales guidance of ₹210 billion. Collections stood at ₹35.6 billion, down 17% YoY, but this dip was due to one-off inflows from large land and office sales in the same quarter last year. The company added 5 new projects with a gross development value of ₹338 billion during the quarter, taking 9MFY26 business development to ₹588 billion — 2.35x its annual guidance of ₹250 billion — and entered the NCR market via two joint-development projects. Net debt remained comfortable at ₹61.7 billion, well below the company's 0.5x net-debt-to-equity ceiling.
Strong pre-sales momentum and business development pipeline point to healthy future revenue visibility, while the conservative net debt position provides room for further growth investments. The YoY collection dip is not a structural concern since it is explained by one-off items, and the stock could react positively to the record quarterly pre-sales and expanded market footprint.