Lodha Developers earnings calls.

Lodha Developers delivered a record Q3 FY26 with pre-sales of Rs 5,600 crCurrent Rs 5,600 Cr. Reported change: +25% YoY.ore (+25% YoY), driven by strong demand in Mumbai, Pune, and Bangalore markets. Revenue from operations came in at Rs 4,666 croreCurrent reported value: Rs 4,666 crore. No comparable prior figure is available in the source record. with 29Current 29 crore vs previous available quarter 45 crore.% YoY growth, while adjusted EBITDA stood at Rs 1,490 croreCurrent 1,490 crore vs previous available quarter 1,300 crore. (32Current 32 crore vs previous available quarter 29 crore.% margin) and PAT at Rs 950Current reported value: 950. No comparable prior figure is available in the source record. crore. The company added Rs 34,000 crore of GDV through business development in the quarter, taking 9-month total to Rs 60,000 crCurrent Rs 60,000 Cr. Reported change: +Rs 34,000 Cr added in 9M.ore, significantly ahead of targets. Collections declined 17% YoY to Rs 3,566 crore due to lumpy land sales in the base quarter and delayed environmental clearances now resolved. The Palava data center park is gaining traction with anchor tenants AWS and STT, targeting 50-60 crore per acre land values over 3 years. The company remains on track for FY26 pre-sales guidance of Rs 21,000 crore. Key risks include potential margin pressure from stubborn land prices amid moderating price growth, and volume weakness in the broader industry entry-level segment.