Lodha Developers Guides for ₹22,000 Crore Worth of Project Launches Covering 15 Million Sq Ft in FY27
Portfolio Guidance: ₹22,000 Crore Launch Pipeline for FY27
Lodha Developers plans to launch residential projects worth approximately ₹22,000 crore, covering 15 million sq ft across Mumbai Metropolitan Region, Pune, Bengaluru, and Delhi-NCR in fiscal year 2026–27. This follows a strong FY26 performance with ₹20,530 crore in sales bookings and ₹3,430.7 crore net profit.
The announcement comes as Lodha reported Q4 FY26 consolidated net profit of ₹1,008.1 crore, up 9.2% year-on-year, on revenue of ₹4,713.5 crore, up 11.6% year-on-year. Full-year FY26 net profit grew 24% to ₹3,430.7 crore on 21% revenue growth to ₹16,676.2 crore.
Geographic Expansion and Market Strategy
Lodha is prioritizing a predictable growth model powered by brand strength, internal execution capabilities, and a wide portfolio spread across Mumbai Metropolitan Region, Pune, Bengaluru, and a new foothold in NCR from FY27.
Lodha has reduced its dependence on MMR, with nearly 32 percent of FY26 pre-sales generated from the Pune and Bengaluru markets. The company's NCR entry, formally initiated in December 2025, involves a partnership with Gurugram-based MRG Group to develop two residential projects expected to generate revenue exceeding ₹3,600 crore.
Sales Target and Cash Flow Focus
Lodha has set a pre-sales target of ₹24,000 crore for FY27, expecting 17% growth in bookings. Concurrently, the company is focusing on reducing land acquisition to improve free cash flow.
Beyond residential launches, management unveiled a 1GW data centre capacity development plan, with projected land sale values of ₹12,000 crore from FY27 onwards.
Operational Foundation
Lodha's DevCo segment ended FY26 with ₹205 billion of pre-sales and embedded EBITDA margin around 33 percent for the year, and about 34 percent for the quarter. Adjusted EBITDA margin remained about 34 percent, and PAT margin stayed around 20 percent.
Since inception, the company has delivered 110 million square feet of real estate and is developing more than 130 million square feet under its ongoing and planned portfolio.