Lodha sets 2 November call on Q2 FY27 results after 30 October board meeting

Lodha Developers Limited, formerly Macrotech Developers Limited, said in a stock exchange filing dated 26 October 2026 that it will hold an analysts and investors conference call on Monday, 2 November 2026 at 1:00 pm IST. The call will discuss results for the quarter and half year ended 30 September 2026. The board is scheduled to approve those unaudited results at a meeting on 30 October.

The schedule

The filing was made under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, and was signed by Sanjyot Rangnekar, Company Secretary and Compliance Officer. It contains no results figures. Participants must pre-register. Dial-in numbers and toll-free access for the USA, UK, Singapore and Hong Kong are listed, and the intimation will also be posted on the company's website.

• 30 October 2026: board meeting to approve unaudited results for Q2 and H1 FY27.
• 2 November 2026, 1:00 pm IST: analysts and investors conference call, pre-registration required.
• After the call: the company is expected to publish the results on the exchanges and its website. The exact timing has not been stated.

The company's shares are listed on BSE under scrip code 543287 and on NSE under the symbol LODHA. Its debt instruments are also listed on both exchanges.

The numbers to compare against

In the first quarter of FY27, the quarter ended 30 June 2026, Lodha reported revenue of ₹5,000 crore, up 43% year on year, and profit after tax of ₹1,370 crore. Pre-sales were ₹4,629 crore, up 4%, while collections rose 46% to ₹4,205 crore. For FY26, the company reported pre-sales of ₹20,530 crore, up 16%, revenue of ₹16,680 crore, up 21%, and profit after tax of ₹3,430 crore, up 24%. It sold 6,500 homes and handed over 6,373.

The base for the September quarter is the same quarter of FY26. In that period, revenue was ₹3,799 crore, net profit was ₹790 crore and pre-sales were ₹4,570 crore.

Motilal Oswal estimates Q2 FY27 revenue at ₹4,494 crore, up 18.3%. It expects EBITDA of ₹1,268 crore, up 14.4%, and adjusted profit after tax of ₹854 crore, up 8.3%. The brokerage says the results will show whether the sequential decline from Q1 reflects normalisation after an exceptional quarter. These are analyst estimates, not company guidance.

What investors will watch

After the first-quarter results, the company's FY27 guidance was pre-sales of ₹24,000 crore and profit after tax of ₹4,100 crore. The call is the first occasion to hear how the company expects to reach these figures, and whether collections continue to run ahead of pre-sales.

Data centres are a separate line of interest. In September 2025, the Maharashtra government and Lodha signed an MoU worth ₹30,000 crore for a data centre park at Palava. The company says about 400 acres at Palava are shovel-ready for this use, and names Amazon Web Services and STT Global Data Centres as anchor operators. On its Q4 FY27 earnings call in April 2026, it said it plans about 1 GW of build-to-suit power shell capacity there, at a cost of ₹10,000 to ₹11,000 crore.

The managing director, Abhishek Lodha, has said the company's share of primary housing sales by value across India's top six cities is about 3.5%.

The filing itself is procedural. It does not change the company's financial position, shareholding or any earlier corporate action. No buyer-specific effect has been reported. For investors, the 30 October board meeting and the 2 November call are the two dates to track, with the Q2 FY27 numbers the first figures to test the brokerage's estimates.