Lodha developers Limited has submitted its quarterly compliance certificate to stock exchanges for the quarter ended March 31, 2026. The filing, made on April 7, 2026, fulfills the company's regulatory obligations under SEBI's depositories regulations.

Regulatory Compliance Filing

The certificate was filed pursuant to Regulation 74(5) of the Securities and Exchange Board of India (Depositories and Participants) Regulations, 2018. This regulation mandates companies to provide quarterly confirmations regarding the processing of securities for dematerialisation and rematerialisation activities.

Certificate Details

MUFG Intime India Private Limited, formerly known as Link Intime India Private Limited, serves as the company's Registrar and Share Transfer Agent. The certificate confirms that no security certificates were received for dematerialisation or rematerialisation during the quarter ended March 31, 2026.

The confirmation was signed by Ashok Shetty, Sr. Vice President – Corporate Registry at MUFG Intime India Private Limited. On behalf of Lodha Developers Limited, the filing was executed by Sanjyot Rangnekar, Company Secretary & Compliance Officer.

Stock Exchange Notification

The certificate was submitted to both major Indian stock exchanges where the company's securities are listed. The company maintains its equity listing on BSE Limited and National Stock Exchange of India Limited, along with multiple debt instruments across various segments.

This quarterly filing represents part of the company's ongoing compliance with SEBI's regulatory framework, ensuring transparency in share transfer and dematerialisation processes. The absence of any dematerialisation or rematerialisation activity during Q4 FY26 suggests stable shareholding patterns during the period.

Lodha developers has delivered exceptional operational performance in Q4FY26, achieving record quarterly pre-sales and demonstrating strong momentum across key business metrics. The company's latest disclosure under Regulation 30 highlights significant growth in both pre-sales and collections, reinforcing its position in the real estate sector.

Record-Breaking Pre-sales Performance

The company achieved its best-ever quarterly pre-sales of ₹58.90 billion in Q4FY26, marking a robust 23% year-on-year growth compared to ₹48.10 billion in Q4FY25. This performance also represents a 5% quarter-on-quarter increase from ₹56.20 billion in Q3FY26. For the full year FY26, pre-sales reached ₹205.30 billion, demonstrating a healthy 16% year-on-year growth from ₹176.30 billion in FY25.

The company noted that March witnessed select deferral of sales due to the Iran war, leading to pre-sales being ₹4.70 billion below guidance for the full year.

Strong Collections Growth

Collections performance showed remarkable improvement, reaching ₹52.30 billion for Q4FY26, representing an 18% year-on-year increase from ₹44.40 billion in Q4FY25. The quarter-on-quarter growth was particularly impressive at 47%, significantly picking up from the previous quarter's ₹35.60 billion as construction activity ramped up. Annual collections for FY26 totaled ₹151.60 billion, marking a 5% year-on-year growth from ₹144.90 billion in FY25.

Aggressive Business Development Expansion

Lodha Developers significantly expanded its project portfolio during FY26, adding twelve projects across key markets including MMR, Pune, Bengaluru and NCR with a combined Gross Development Value (GDV) of approximately ₹600.00 billion. This represents 2.4 times the company's annual guidance, demonstrating aggressive expansion strategy.

As of April 1, 2026, the company has GDV amounting to approximately ₹2.00 trillion available for sale, excluding land bank in townships which will not be used in the next 5 years. Consequently, the company expects to reduce business development investments over the next 24 months and increase free cash flow.

Improved Financial Position

The company's financial health showed marked improvement with net debt reducing by ₹8.00 billion to ₹53.70 billion during the quarter, driven by strong collections performance. Despite significant investment in business development during FY26, the Net debt/Equity ratio stands at a conservative 0.23x, well below the company's established ceiling of 0.5x Net debt/Equity, providing substantial financial flexibility for future operations.