Lodha Developers' Q1 FY 2025-26 Quarterly Results

Result Summary

• Lodha Developers Ltd reported a 11.2% quarter-on-quarter (QoQ) decrease in its consolidated revenues for the quarter-ended Jun (Q1 FY 2025-26). On a year-on-year (YoY) basis, it witnessed a growth of 24.2%.
• Its expenses for the quarter were down by 15.1% QoQ and up 20.0% YoY.
• The net profit increased 1.2% QoQ and increased 41.9% YoY.
• The earnings per share (EPS) of Lodha Developers Ltd stood at 6.7 during Q1 FY 2025-26.

Financial Statments for Q1 FY 2025-26

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Data Source: BSE, Company announcements The securities quoted are exemplary and are not recommendatory. Past performance is not indicative of future results

Company Overview

Lodha Developers Ltd is a prominent real estate developer in India, primarily known for its residential and commercial properties. The company operates in the real estate industry and has established a significant presence in major urban markets. As a developer, Lodha focuses on creating high-quality living spaces and has expanded its portfolio to include luxury apartments, integrated townships, and commercial spaces. Recent developments may include new project launches or expansions, although specific details are not available in the provided data. The company is committed to sustainable development practices and aims to deliver value to its stakeholders through innovative design and efficient operations.

Revenue

For the first quarter of the fiscal year 2026 (Q1FY26), Lodha Developers Ltd reported a total income of ₹3624.70 crores. This represents a decrease of 11.2% compared to the previous quarter (Q4FY25), where the total income was ₹4083.90 crores. However, when compared to the same quarter of the previous year (Q1FY25), there is a notable increase of 24.2%, with last year's figure at ₹2918.30 crores. This YoY growth suggests a positive trajectory in revenue generation over the past year, despite the recent QoQ decline.

Profitability

The company's profit before tax for Q1FY26 stands at ₹903.70 crores, which is an increase of 2.8% from the previous quarter's profit before tax of ₹879.20 crores. Year-over-year, there is a significant increase of 38.8% from Q1FY25's ₹651.00 crores. Tax expenses for Q1FY26 were ₹228.40 crores, up 8.0% from the previous quarter and up 30.7% from the same quarter the previous year. The profit after tax for the current quarter is ₹675.10 crores, slightly higher by 1.2% compared to the previous quarter's ₹667.00 crores, and up substantially by 41.9% from ₹475.90 crores in Q1FY25. Earnings per share (EPS) for Q1FY26 is ₹6.70, showing a minor decrease of 1.5% from Q4FY25's ₹6.80 but an increase of 39.6% from Q1FY25's ₹4.80.

Operating Metrics

During Q1FY26, Lodha Developers Ltd managed to reduce its total expenses to ₹2721.00 crores, marking a decline of 15.1% from the previous quarter's expenses of ₹3204.70 crores. Compared to Q1FY25, total expenses increased by 20.0% from ₹2267.30 crores, indicating an overall rise in operational costs over the year. The decline in expenses QoQ suggests measures to control costs. The reported profit after tax and EPS both show positive YoY growth, reflecting the company's ability to enhance profitability despite fluctuations in revenue and expenses. The tax expense increase also reflects higher profitability levels.