Summary

Lodha reported record financial results for the quarter and financial year ended March 31, 2026, achieving a post-tax profit of ₹ 3,431 crores, marking a significant 24% year-over-year growth. The company also recorded its best-ever annual pre-sales performance at ₹ 20,530 crores for FY26. Notably, the PAT margin improved to 20.0% from 19.5% in the prior year, touching 20% for the first time. Management highlighted this strong performance despite geopolitical headwinds, attributing it to a focus on profitable growth and low leverage, with significant debt reduction during the quarter to ₹ 5,377 crores. The company anticipates continued growth, especially with strategic project additions and expansion into recurring income streams like data centers, projecting a 10x growth in annuity income over the next six years.

Key Highlights

1. 1

   Lodha delivered a record post-tax profit of ₹ 3,431 crores for FY26, marking a significant 24% year-over-year increase.

2. 2

   The company achieved its best-ever annual pre-sales performance, totaling ₹ 20,530 crores in FY26.

3. 3

   Net debt saw a substantial reduction of ₹ ~800 crores during Q4FY26, bringing the net debt down to ₹ 5,377 crores, with Net D/E at 0.23x.

4. 4

   PAT margin for FY26 improved to 20.0%, up from 19.5% in the previous year, achieving this milestone for the first time.

5. 5

   During FY26, Lodha added 12 new projects with a Gross Development Value (GDV) of approximately ₹ ~60,000 crores, exceeding its annual guidance by 2.4 times.

6. 6

   As of April 1, 2026, the company possesses a robust GDV of ₹ 2,00,000 crores available for sale, signaling a strong future pipeline.

7. 7

   Lodha signed an MOU with the Government of Maharashtra to develop a Green Data Centre Park in Palava, aiming to grow its annuity income by 10x over the next 6 years.