Lodha Developers Limited has announced a schedule of six analyst and investor conferences to be held between August 12, 2026, and September 22, 2026. The company, formerly known as Macrotech Developers Limited, issued the intimation on August 7, 2026, in compliance with Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015. These engagements allow institutional investors and analysts to review the company’s performance and strategy without the disclosure of unpublished price-sensitive information.

The series of meetings includes both in-person one-to-one sessions and group interactions with major financial institutions. The first event is the Emkay Investor Conference on August 12, 2026, followed by the Motilal Oswal Investor Conference on August 17, 2026. Subsequent engagements include the Elara India Conference on September 1, 2026, the Jefferies India Forum on September 16, 2026, the J.P. Morgan India Conference on September 21, 2026, and the Anand Rathi India Conference on September 22, 2026.

Conference Schedule Details

The following table outlines the confirmed dates and participants for the upcoming investor interactions:

Compliance and Disclosures

Sanjyot Rangnekar, Company Secretary & Compliance Officer of Lodha Developers Limited, signed the disclosure, noting that the schedule is subject to change due to exigencies on the part of the analysts, investors, or the company. The presentation materials to be discussed during these meetings have been placed on the company’s website at www.lodhagroup.com .

The filing explicitly states that no unpublished price-sensitive information will be shared or discussed during these encounters. This adherence to Regulation 30 ensures equitable dissemination of information to all stakeholders while maintaining regulatory compliance. The intimation was simultaneously uploaded to the company’s website for public record.

Lodha Developers reported a consolidated net profit after tax (PAT) of ₹1,370 crore for the quarter ended June 30, 2026 (Q1FY27), marking a 103% year-on-year increase from ₹675 crore. The Mumbai-based real estate developer saw its consolidated revenue from operations surge 43% to ₹5,000 crore, driven by strong pre-sales and collections in its residential and commercial portfolios. This performance underscores the company's robust operational momentum and improving profitability margins amidst consolidating market conditions.

The earnings conference call for the quarter was held on July 27, 2026, in compliance with Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015. Sanjyot Rangnekar, Company Secretary & Compliance Officer, issued the disclosure regarding the outcome of the call.

Consolidated Financial Performance

The company's consolidated results reflect broad-based growth across both revenue and profitability metrics. Consolidated EBITDA rose to ₹1,920 crore from ₹980 crore in the year-ago period, with the EBITDA margin expanding significantly to 38.47% from 28.19% year-on-year.

Standalone Financial Performance Highlights

The company delivered its best-ever quarterly post-tax profit on a standalone basis, reflecting enhanced efficiency and scale. Pre-sales for the quarter stood at ₹4,629 crore, representing a modest 4% year-on-year growth, while collections reached ₹4,205 crore, surging 46% year-on-year. These figures indicate sustained demand for Lodha's premium housing and commercial offerings.

Adjusted EBITDA rose 79.1% to ₹2,150 crore on a standalone basis, with the adjusted EBITDA margin expanding by 860 basis points to 43.0%. PAT margin also widened by 830 basis points to 26.9%, primarily due to higher contribution from land sales.

Balance Sheet Strength

Lodha Developers strengthened its balance sheet during the quarter, reducing net debt by ₹446 crore to ₹4,931 crore. This deleveraging was primarily driven by strong operating cash flows of ₹1,890 crore. The company's net debt-to-equity ratio stands at 0.2x, well below its self-imposed ceiling of 0.5x. Additionally, Lodha's exit cost of debt remained stable at 7.8%, which management noted is among the lowest in the industry. With a gross development value (GDV) pipeline of nearly ₹2,00,000 crore available for sale, the company aims to become net-debt free in its development business over the next few years.

Strategic Developments and Annuity Growth

Abhishek Lodha, Managing Director, highlighted the company's strategy to grow annuity income by over 10x in the next six years, targeting over ₹3,000 crore per annum. This growth will be led by data centers with 1GW capacity, warehousing, industrial parks, and high-street retail. A key development in this direction was the sale of land at its Green Data Center Park in Navi Mumbai (Palava) to Digital Edge India, a joint venture between Digital Edge (Singapore) and National Investment and Infrastructure Fund (NIIIF). The land was sold at a price exceeding ₹42 crore per acre, validating the appreciation of Lodha's Palava landholding, which has climbed more than 15x over the last five years.

What the Numbers Show

The significant divergence between pre-sales growth (+4%) and collection growth (+46%) suggests that Lodha is aggressively monetizing existing bookings rather than relying solely on new launches for cash flow generation. This strategy supports rapid deleveraging while maintaining a healthy pipeline of unsold GDV (~₹2,000 billion) sufficient for the next five years of growth. Furthermore, the expansion in margins despite moderate construction cost inflation indicates strong pricing power and operational leverage in the high-income segment.

Management Commentary on Outlook

Management clarified that the lower pre-sales growth was a deliberate strategic choice, as the company postponed residential launches due to ongoing Middle East geopolitical uncertainties. Abhishek Lodha stated that Middle East NRI buyers represent only 4% to 5% of total sales, limiting the impact. The company expects launches to resume in Q2FY27, aiming for ₹50 billion or more in pre-sales for the quarter.

Regarding data centers, Lodha holds approximately 660 acres in its Green Data Center Park. Having monetized 130 acres, it plans to sell another 150 acres over the next three to four years, generating close to ₹10,000 crore in sales. The company reaffirmed its FY27 guidance of 20% PAT growth, targeting approximately ₹41 billion in annual PAT, noting that Q1 results already account for 33% of this target. Embedded margins excluding land sales remained in the early 30s, consistent with full-year guidance.