Summary of Key Information:
Reporting Period: Quarter and Half Year ended September 30, 2026
Nature of Filing / Announcement: Outcome of Board Meeting under Regulation 30, 33 and 52 of SEBI Listing Regulations
Audit Opinion:
The unaudited financial results were reviewed by Walker Chandiok & Co LLP who issued an unmodified conclusion. The review report stated: "Based on our review conducted and procedures performed... nothing has come to our attention that causes us to believe that the accompanying Statement... has not disclosed the information required to be disclosed... or that it contains any material misstatement."
Key Financial Highlights [₹ in million]:
Consolidated Results:
Quarter Ended September 30, 2026:
- Revenue from Operations: ₹44,674 (Q2 FY26: ₹37,985; Q1 FY27: ₹49,967)
- Total Income: ₹45,849 (Q2 FY26: ₹38,789; Q1 FY27: ₹50,967)
- EBITDA: Not separately disclosed
- Net Profit: ₹10,135 (Q2 FY26: ₹7,898; Q1 FY27: ₹13,731)
- EPS: ₹10.14 basic, ₹10.12 diluted (Q2 FY26: ₹7.90 basic, ₹7.87 diluted)
- Other Equity: ₹238,439 (March 31, 2026: ₹218,434)
- Cash and Cash Equivalents: ₹12,680 (March 31, 2026: ₹27,026)
- Total Debt: Not separately disclosed but borrowings shown in balance sheet
Half Year Ended September 30, 2026:
- Revenue from Operations: ₹94,641 (H1 FY26: ₹72,902)
- Total Income: ₹96,816 (H1 FY26: ₹75,036)
- Net Profit: ₹23,866 (H1 FY26: ₹14,649)
- EPS: ₹23.87 basic, ₹23.82 diluted (H1 FY26: ₹14.66 basic, ₹14.64 diluted)
Year Ended March 31, 2026 (Audited):
- Revenue from Operations: ₹166,762
- Total Income: ₹171,195
- Net Profit: ₹34,307
- EPS: ₹34.34 basic, ₹34.25 diluted
Standalone Results:
Quarter Ended September 30, 2026:
- Revenue from Operations: ₹32,748 (Q2 FY26: ₹29,834; Q1 FY27: ₹43,779)
- Total Income: ₹34,050 (Q2 FY26: ₹30,473; Q1 FY27: ₹44,934)
- Net Profit: ₹6,493 (Q2 FY26: ₹3,362; Q1 FY27: ₹10,462)
- EPS: ₹6.50 basic, ₹6.49 diluted (Q2 FY26: ₹3.36 basic, ₹3.35 diluted)
- Other Equity: ₹220,771 (March 31, 2026: ₹212,125)
- Cash and Cash Equivalents: ₹9,520 (March 31, 2026: ₹22,056)
Half Year Ended September 30, 2026:
- Revenue from Operations: ₹76,527 (H1 FY26: ₹63,327)
- Total Income: ₹78,984 (H1 FY26: ₹65,423)
- Net Profit: ₹16,955 (H1 FY26: ₹9,799)
- EPS: ₹16.96 basic, ₹16.92 diluted (H1 FY26: ₹9.82 basic, ₹9.79 diluted)
Segment-wise Performance:
The Group operates in only one reportable segment i.e., Real estate development and accordingly the financial results are reported as a single reportable segment.
Corporate Actions:
- The company allotted 291,397 equity shares (face value ₹10 each) upon exercise of options granted under the Lodha Developers Limited - Employee Stock Option Schemes during the quarter
- A Scheme of merger by absorption of two listed subsidiaries (National Standard (India) Limited and Roselabs Finance Limited) with the Company was filed with NCLT, Mumbai bench on June 11, 2026, approved by shareholders on October 9, 2026, and is awaiting final NCLT approval
Other Significant Information:
- The Board meeting was still in progress for consideration of other items after approval of the disclosed items
- The information is being uploaded on the Company's website at www.lodhagroup.com
- Figures for corresponding previous periods have been regrouped/reclassified where necessary for comparability