Sri Lotus Developers and Realty Limited has informed the Exchange about Investor Presentation
LOTUSDEV · price
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Sri Lotus Developers and Realty filed its Q1 FY26 investor presentation following its NSE/BSE listing on August 6, 2025, which was oversubscribed 74 times (QIBs 175 times) and raised INR 792 Crs via fresh issue. For Q1 FY26, revenue stood at INR 61.3 Crs (down from INR 120.7 Crs YoY), with EBITDA margin improving to 48.0% (from 43.7%) and PAT at INR 25.8 Crs. The company is net debt-free with a net cash balance of INR 905 Crs and runs an asset-light model with ~95% of projects through redevelopment/JVs. Management guided FY26 pre-sales of INR 1,100-1,300 Crs, revenue growth of 75-85% YoY, and PAT growth of 30-35% YoY. Three major project launches (Arcadian, Amalfi, Varun) are lined up by September 2025 with combined GDV of ~INR 1,400-1,500 Crs, and the overall project pipeline carries an estimated GDV of INR 12,000-13,000 Crs through FY30.
Post-listing disclosure of a debt-free balance sheet, strong FY26 growth guidance, and a robust multi-year project pipeline is positive for shareholder sentiment. However, the sharp YoY decline in Q1 revenue (likely due to the lumpy nature of real estate recognition) could be a near-term overhang on the stock.