StockWatch
·
Filing
Q1

Macrotech Developers Ltd

LODHAFY2626 Jul 2025
Revenue-17.3%
Net Profit-26.8%
OPM28.19%

P&L

Quarterly Consolidated

Revenue
-17.3%3.5K
Expenditure
-15.8%2.7K
Net Profit
-26.8%675.10
NPM 18.62%-10.8%EPS ₹6.76-27.0%

vs Q4 FY25

Lodha Reports Best Ever Q1 Pre-sales of INR 44.5 bn, Adds 5 New Projects

26 Jul 2025 · 26 Jul 2025, 07:41 pm

Summary

Lodha Developers Ltd. reported its best ever Q1 pre-sales performance of INR 44.5 bn for Q1 FY26, a 10% YoY growth. The company's PAT increased by 42% to INR 6.8 bn and the PAT margin expanded to 18.6%. Lodha added 5 new projects with a GDV of INR 227 bn in Q1FY26. The company's net debt stands at INR 50.8 bn (0.24x Net Debt/Equity) and the exit cost of debt for Q1FY26 stands at 8.3%.

Key Highlights

  1. 1

    Best ever Q1 pre-sales of INR 44.5 bn for Q1 FY26

  2. 2

    Q1FY26 PAT increases +42% to INR 6.8 bn from INR 4.8 bn in Q1FY25

  3. 3

    Q1FY26 PAT margin expands to 18.6% from 16.3% in Q1FY25

  4. 4

    Addition of 5 new projects with GDV of INR 227 bn in Q1FY26

  5. 5

    Robust Adj. EBITDA margin at 34.4%

  6. 6

    Net debt stands at INR 50.8 bn (0.24x Net Debt/Equity)

  7. 7

    Exit cost of debt for Q1FY26 stands at 8.3%

Management Comments

A

Abhishek Lodha

MD & CEO, Lodha Developers Ltd.

Q1FY26 has turned out to be our best ever 1° Quarter Pre-sales Performance at INR 44.5 bn, clocking a 10% YoY growth... We are seeing pick up in mid-income demand and we expect this to strengthen in H2 of this FY... We have achieved more than 90% of our FY26 business development guidance in the first quarter itself... Despite the significant investments in business development in this quarter, our net debt stands at INR 50.8 bn (0.24x Net Debt/ Equity) - well below our ceiling of 0.5x Net Debt/Equity... Our Profit After Tax for Q1 stands at INR 6.8 bn (+42% YoY growth) on the back of 23% revenue growth, coupled with significant operating and financial leverage.

Informational and educational content only. Not investment advice.