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Lodha Developers (Macrotech) LODHA

Largest MMR residential developer, also in Pune and Bengaluru, with a large land bank and industrial/data-centre park at Palava

Mapped in 1 theme: Real Estate.

From publicly available information

Where Lodha Developers (Macrotech) sits in the supply chain

Lodha Developers (Macrotech) appears in 3 supply-chain layers in one theme, Real Estate.

Real Estate › Warehousing & industrial parks

Emerging entrant

Other companies in this layer

IndoSpace (unlisted)Horizon Industrial Parks (Blackstone) (unlisted)Welspun One (unlisted)Mahindra Lifespace DevelopersAnant Raj
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Revenue and profit

₹ CrFY24FY25FY26
Revenue10,31613,78016,676
Net profit1,5542,7673,431

Latest-year revenue ₹16,676 Cr (FY26, company-wide). Wider screens show FY22 onwards.

Strengths

  • FY26 pre-sales of ₹20,530 Cr (+16%) with record Q4 of ₹5,890 Cr
  • Added 12 projects worth ~₹60,000 Cr GDV in FY26 - 2.4x its original plan
  • Land bank at Palava supports housing, industrial parks and data centres for years

Risks

  • Missed FY26 guidance of ₹21,000 Cr as March sales were deferred
  • Heavy MMR concentration
  • History of high leverage, now reduced; the new focus is free cash flow

Common questions

What does Lodha Developers (Macrotech) do?

Largest MMR residential developer, also in Pune and Bengaluru, with a large land bank and industrial/data-centre park at Palava.

Where does Lodha Developers (Macrotech) sit in the supply chain?

Lodha Developers (Macrotech) (NSE: LODHA) is mapped in 3 supply-chain layers: Residential developers (Real Estate), Warehousing & industrial parks (Real Estate) and Land banks & approvals (Real Estate).

Who are Lodha Developers (Macrotech)'s peers?

In the Residential developers layer of Real Estate: Godrej Properties, DLF, Prestige Estates Projects, Oberoi Realty, Signatureglobal (India), Sobha and 3 more.

What is Lodha Developers (Macrotech)'s market cap and valuation?

As of 30 Oct 2026: market cap ₹1.04L Cr, P/E 25.3x, ROCE 16.4%, ROE 15.5%, dividend yield 0.41%.