Lodha Developers Q4 update: Collections rise 18% with GDV of ₹60,000 crore; aims to focus on cash flow in next two years

Shares of Mumbai-based real estate player Lodha Developer opened flat at ₹710 apiece on Tuesday after the company shared its Q4 business updates. The shares bounced back in the early session to trade positive up by 0.64% at ₹714 apiece on the NSE at 9:45 am.

According to the exchange filing, the company has achieved its best-ever quarterly pre-sales revenue of ₹5890 crore in Q4FY26 (+23% YoY). The pre-sales figure fell short of ₹470 crore against the guidance, due to the impact of US-Iran war in March. On the FY26 front, the company’s pre-sales jumped 16% YoY to ₹20,530 crore.

The total collections for the quarter stood at ₹5,230 crore up 18% YoY and 5% YoY for FY26 at ₹15,160 crore. The strong growth can be attributed to rise in construction activity during the quarter.

On the business development front, the company added twelve new projects across Mumbai, Pune, Bangalore and NCR with with gross development value fo ₹60,000 crore, which 2.4x of the annual guidance. As of April 1, company’s total gross development value available for sale stands at ₹2 lakh crore.

The company also said, that it plans to reduce the business development investments for coming 24 months and increase free cash flow. Alongside this, the company also reduced the debt by ₹800 crore to ₹5370 crore further boosting strong adequacy.

In the Q3 results, the company posted 14.4% YoY growth in Q3FY26 at ₹4,672 crore as compared to ₹4,082 crore. The operational profitability jumped to ₹1,490 crore up by 23% YoY with approximately ~32% margin. The shares are down nearly 56% from the record high levels touched in July 2024 and over 50% down from the 52-week high level of ₹1,531 apiece.