LODHA

What Lodha Developers promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q1 FY27

what the last two calls moved 29 tracked 5 delivered 3 missed 21 open
  • Annual Rental Income (existing assets) went quiet said Q4 FY26 Promised: INR10 billion by fiscal '31 Q1 FY27: Not directly addressed; focus shifted to the larger INR 30 billion annuity income target including data centers.
  • Palava-Airoli-Mulund Freeway Operational delayed said Q2 FY26 Promised: Operational next quarter (Q3 FY26) Q1 FY27: Timeline pushed again; freeway is physically ready but will now open post-monsoon.
  • FY26 Embedded EBITDA Margin delivered said Q4 FY25 Promised: ~33% Q4 FY26: Delivered 33% underlying development margin for the full year.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 29 tracked commitments for Lodha Developers — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens