Lodha Developers' Q2 FY 2025-26 Quarterly Results

Result Summary

• Lodha Developers Ltd reported a 7.0% quarter-on-quarter (QoQ) increase in its consolidated revenues for the quarter-ended Sep (Q2 FY 2025-26). On a year-on-year (YoY) basis, it witnessed a growth of 44.5%.
• Its expenses for the quarter were up by 7.2% QoQ and 37.4% YoY.
• The net profit increased 17.0% QoQ and increased 86.7% YoY.
• The earnings per share (EPS) of Lodha Developers Ltd stood at 7.87 during Q2 FY 2025-26.

Financial Statments for Q2 FY 2025-26

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 player in the real estate industry, primarily focusing on residential and commercial property development. The company is well-known for its significant presence in the Indian real estate market, delivering a variety of projects that range from luxury to affordable housing. As of the most recent updates, Lodha Developers has been actively involved in expanding its portfolio with several ongoing and upcoming projects. The company aims to leverage its expertise in real estate development to meet the growing demand for housing in urban areas. Information regarding any specific recent developments or strategic partnerships is not available from the data provided.

Revenue

In the second quarter of fiscal year 2026, Lodha Developers Ltd reported a total income of ₹3878.90 crores, which marks an increase of 7.0% from the previous quarter (Q1FY26) and a substantial growth of 44.5% compared to the same quarter in the previous year (Q2FY25). The quarter-over-quarter and year-over-year growth in total income reflects an upward trend in the company's revenue generation capabilities. This growth could be indicative of increased sales or successful project completions during the period. The consistent rise in revenue over the quarters highlights the company's ability to enhance its market position and capitalize on its real estate operations.

Profitability

For Q2FY26, Lodha Developers Ltd achieved a profit before tax of ₹961.30 crores, representing a 6.4% increase from the previous quarter and a significant 71.5% rise compared to Q2FY25. The tax expense for the quarter was recorded at ₹171.00 crores, which is a notable decrease of 25.1% from Q1FY26 but a 25.0% increase compared to the same quarter last year. Consequently, the profit after tax stood at ₹789.80 crores, experiencing a robust 17.0% growth from the previous quarter and an impressive 86.7% increase year-over-year. This growth in profitability underscores the company's financial health and efficient cost management practices during the period under review.

Operating Metrics

The earnings per share (EPS) for Lodha Developers Ltd in Q2FY26 was ₹7.87, reflecting a 16.8% increase from the previous quarter and an 86.1% rise compared to Q2FY25. The growth in EPS aligns with the company's overall profitability improvements. The total expenses for the quarter amounted to ₹2917.60 crores, which represents a 7.2% increase from Q1FY26 and a 37.4% rise compared to Q2FY25. Despite the increase in expenses, the company managed to enhance its earnings, as evidenced by the substantial growth in EPS. These operating metrics suggest the company's ability to manage its operational costs effectively while driving profitability growth.