Lodha Q2 FY27 profit rises 28% and targets about 20% annual growth to FY31

Management guided margin improvementOrder pipeline disclosedMulti-year targets disclosedCFO laid out a debt-reduction roadmapInvestor Communications View source PDF Explain this filing

LODHA · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reactionminutes from the announcement price · days from the prior close

-3.3%Reaction day

₹1037.00

prior close

₹1025.00

announcement price

After-mkt

timing

Nifty Midcap 150market+1.3%-4.5% vs market

Residential Commercial Projects peers, median of 65sector+1.4%-4.7% vs sector

On the reaction day the stock moved 4.5 pts less than Nifty Midcap 150 and 4.7 pts less than its Residential Commercial Projects peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

-1.6

10m

-1.5

15m

-2.6

30m

-1.7

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

-3.3+1.3-4.5+1.4-4.7

Next day

+2.1+2.3-0.1+1.8+0.3

+8.0+3.9+4.1+3.4+4.6

+13.3+5.9+7.4+5.9+7.3

+13.7pendingpending+5.4+8.3

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15d

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UpDownMarket · Nifty Midcap 150Sector · Residential Commercial Projects peers, median of 65Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

Lodha reported Q2 FY27 revenue of INR 44.7 billion, up 18%, and profit after tax of INR 10.1 billion, up 28%. First-half revenue rose 30% to INR 94.6 billion and profit rose 63% to INR 23.9 billion. Profit margin improved to 22.1% from 20.4%. Pre-sales were INR 50.4 billion; net debt was INR 52.8 billion, or 0.21 times equity. Management targets INR 85 billion profit by FY31 and a 10-fold rise in rental income by FY32.

Likely market impact

Strong profit growth, wider margins and low leverage support optimism; execution on housing and data-centre launches remains the key risk.