LODHADEVELOPERS / guidance tracker

Keep management guidance in view.

Lodha Developers · forward-looking guidance across the available source record.

Research layer active

Guidance tracker

What management said would happen.

FY27 pre-sales guidance of ₹240B

Management guided to pre-sales of approximately ₹240 billion for FY27, implying ~17% growth over FY26's ₹205B.

revenue

Embedded EBITDA margin of 32-34% for FY27

Guidance for embedded EBITDA margin between 32% and 34%, including a single-digit percentage contribution from land sales.

margins

PAT growth of ~20% CAGR over medium term

Medium-term goal of 20% PAT CAGR, moving from ~₹34B in FY26 to >₹85B by FY31.

growth

Muted business development spend over next 2 years

With sufficient supply visibility, new business development investment will be muted, leading to higher free cash flow.

capex