Lodha Developers Limited (formerly known as Macrotech Developers Limited) has notified stock exchanges of a scheduled series of analyst and investor conference meets to be held between May 27 and June 16, 2026. The disclosure was made pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, as amended.

Upcoming Investor and Analyst Conference Schedule

The company will participate in five conferences across major financial institutions over the coming weeks. The following table outlines the confirmed schedule as submitted to the exchanges:

Key Notes on the Schedule

The company has highlighted the following points in relation to the above schedule:

• The schedule is subject to change due to exigencies on the part of the analysts, investors, or the company.
• The presentation to be discussed at these meets is available on the company's website at www.lodhagroup.com .
• No unpublished price sensitive information pertaining to the company will be shared or discussed at any of the meets with analysts or institutional investors.

The intimation has also been uploaded on the company's website. The disclosure was signed by Sanjyot Rangnekar, Company Secretary and Compliance Officer (Membership No. F4154), on May 15, 2026.

Lodha Developers has published the transcript of its Q4FY26 earnings conference call held on April 27, 2026, under Regulation 30 of SEBI Listing Regulations. The earnings call, led by Managing Director and CEO Abhishek Lodha along with senior management, highlighted the company's remarkable transformation over five years since listing and outlined strategic initiatives for future growth.

Five-Year Performance Since Listing

The earnings call marked the fifth anniversary of Lodha Developers' listing on April 19, 2021. The company has demonstrated exceptional growth across all key financial metrics during this period, establishing itself as a leading player in India's real estate sector.

Q4FY26 Financial Highlights

The company reported strong operational performance for the fourth quarter despite macro challenges including geopolitical tensions and environmental clearance delays. The results showcase robust growth momentum across revenue, profitability, and operational efficiency metrics.

Strategic Business Development and Market Position

Lodha Developers achieved significant success in business development during FY26, adding 12 projects with ₹600 billion of Gross Development Value (GDV), representing 2.4x their own guidance. The company now holds approximately ₹2 trillion in available GDV for sale, excluding long-term township land not planned for use in the next five years.

NCR Market Entry and Infrastructure Development

The company entered the National Capital Region (NCR) market in FY26 through Joint Development Agreement (JDA) route, acquiring two land pieces in Gurgaon with combined GDV of ₹33 billion. The NCR expansion follows Lodha's successful pilot-and-scale model previously implemented in Bengaluru and Pune.

For Palava, significant infrastructure developments are underway. The Navi Mumbai International Airport has been inaugurated 40 minutes from Palava, while the Mulund-Airoli-Palava freeway is expected to open imminently, reducing travel time to Mumbai's Eastern suburbs to under 25 minutes.

Data Center and Annuity Business Expansion

Lodha Developers is developing a comprehensive data center strategy at Palava with 400 acres of shovel-ready land. The company has secured two anchor operators, AWS and STT, with the latest STT transaction valued at ₹210-230 million per acre, representing an 8x increase in land value over four years.

FY27 Guidance and Medium-Term Outlook

The company provided comprehensive guidance for FY27, targeting presales of ₹240 billion with embedded EBITDA margin of 32-34%. The launch pipeline includes ₹218 billion GDV already identified across Mumbai, Pune, and Bengaluru markets.

For the medium term, Lodha Developers aims for 20% CAGR in PAT, targeting growth from ₹34 billion in FY26 to over ₹85 billion by FY31. The company expects annuity income from retail, offices, and warehousing to reach ₹10 billion by FY31, representing 10x growth from FY26 levels.