Lodha Developers: Net Profit Jumps 28%, H1 Profit Surges 63%

LODHA Lodha Developers: Net Profit Jumps 28%, H1 Profit Surges 63% Lodha Developers reported a strong Q2 FY27 performance, with consolidated net profit increasing 28% year-on-year to ₹1,013 crore, while revenue grew 18% to ₹4,468 crore. **Why it matters:** Pre-sales increased 10% to ₹5,037 crore, reflecting healthy housing demand. H1 FY27 net profit reached ₹2,386 crore, up 63%, while revenue increased 30% to ₹9,460 crore. Collections grew 19% to ₹7,600 crore during H1, supporting healthy cash generation. The company also retained its FY27 pre-sales guidance of ₹24,000 crore. **My view:** Strong profitability, healthy collections and expansion into Bengaluru and Delhi-NCR provide encouraging growth opportunities. Management expects to comfortably exceed its full-year profit guidance. **What to watch:** Pre-sales growth, new project launches, collections, cash flows, debt levels, margins and execution in new markets. **Stance:** Lodha Developers remains positioned to benefit from India's premium housing demand and real estate expansion. Execution and valuation remain important factors. **Disclosure:** I am a SEBI Registered Research Analyst. This content is for educational and informational purposes only and is not investment advice or a recommendation to buy or sell any security. Investments in securities markets are subject to market risks.