LODHANSELodha Developers LimitedHighNeutral
Announced Mon, 21 Jul · 13:05 IST

Lodha Developers Limited has informed the Exchange regarding allotment of 35000 securities pursuant to Non Convertible Securities at its meeting held on July 21, 2025

Fund Raising View source PDF

LODHA · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Lodha Developers has allotted 35,000 senior, secured, rated, listed, redeemable, taxable non-convertible debentures (NCDs) of face value ₹1 lakh each, aggregating to ₹350 crore, on a private placement basis. The NCDs carry a floating coupon of 3-month MIBOR plus a spread of 2.09% per annum, currently translating to 8.19% per annum, with quarterly reset and annual interest payments starting July 2026. The spread will reduce by 10 basis points to 1.99% after 6 months. The instruments have a tenure from July 21, 2025 to January 21, 2028 (~2.5 years), are secured by a first-ranking charge on certain assets, and will be redeemed in 8 quarterly instalments starting March 31, 2026. They will be listed on the BSE Wholesale Debt Market segment.

Likely market impact

This is a routine debt-raising move that adds ₹350 crore to Lodha's funding base at a competitive floating rate, supporting its growth plans without diluting shareholders. The floating-rate structure exposes the company to MIBOR movements, but the secure asset backing and structured quarterly redemption suggest manageable debt servicing for a real estate developer.