Lodha to invest additional Rs 1 lakh crore in Maharashtra data centre

Marquee Jv AnnouncedStrategic Transactions View source PDF Explain this filing

LODHA · price

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

-6.0%Reaction day

₹1040.00

prior close

₹1045.70

announcement price

After-mkt

timing

Nifty 100market · index membership as recorded later (tracked since Jun 2026)-1.5%-4.4% vs market

Residential Commercial Projects peers, median of 61sector-2.9%-3.1% vs sector

On the reaction day the stock moved 4.4 pts less than Nifty 100 and 3.1 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

-1.4

10m

-1.7

15m

-2.2

30m

-2.7

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

-6.0-1.5-4.4-2.9-3.1

Next day

-6.4-1.8-4.5-3.9-2.4

-9.8-1.2-8.6-2.5-7.3

-13.4-2.3-11.1-5.3-8.1

-12.4-1.8-10.5-6.1-6.3

-11.2-0.9-10.2-4.3-6.9

-6.6-1.1-5.6-3.0-3.6

15d

+4.9+1.6+3.3+1.1+3.8

+2.7+0.1+2.6-2.4+5.1

-23.5-9.2-14.2-15.3-8.1

-17.9-3.5-14.3-3.9-14.0

UpDownMarket · Nifty 100Sector · Residential Commercial Projects peers, median of 61Pending

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

AI summary

Lodha Developers has signed an MoU with Maharashtra government for an additional Rs 1 lakh crore investment in a data centre park, taking total commitment to Rs 1.3 lakh crore. The 2.5 GW park, signed at Davos by MD Abhishek Lodha, will create 16,000 jobs. Amazon and STT Global Data Centres have already acquired land parcels in the park. This builds on a Rs 30,000 crore MoU signed in September.

Likely market impact

Major capacity expansion into data centre infra; could boost long-term revenue visibility and attract investor interest.