LODHA Lodha Developers Q2 FY26 results (Jul–Sep 2025) and concall
Lodha delivered exceptional Q2 FY26 performance with the best ever second quarter presales of INR 45.7 billion, maintaining strong momentum with 7 consecutive quarters above INR 40 billion. The company's data center opportunity at Palava emerged as a transformational growth driver with land values appreciating to INR 30 crores per acre and potential for massive value creation through powered shell development. Despite higher JDA contribution (50% vs targeted 40%), embedded margins remained robust at 32%. The successful expansion in Pune and Bangalore continues with expected 30%+ contribution t
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What they filed
Q2 FY26: revenue up 44.6%, net profit up 86.8% against the same quarter last year.
| Line item | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|---|
| Revenue | 2,626 | 4,083 | 4,224 | 3,492 | 3,798 +45% |
| EBITDA | 704 | 1,306 | 1,220 | 984 | 1,108 +57% |
| Net profit | 423 | 945 | 923 | 675 | 790 +87% |
How to read this
₹ crore, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.
Inve summary of a publicly available earnings call transcript; see how call summaries are prepared. Not investment advice.
