Lodha Developers Limited (LODHA) Fair Value & Analysis
Real Estate · IN · Market cap ₹1.2T
Fair value as of: Aug 13, 2026
From 15 valuation models · updated yesterday
Share price +7.0% over the past month.
A solid business, but screening 53% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (₹729.28). The favourable scenario is already priced in.
- The model range is unusually wide (₹257.94 to ₹729.28). The outcome hinges heavily on assumptions, so read the point estimate with caution.
- Solid but not exceptional quality (51/100) and above fair value, neither a clear bargain nor a standout compounder.
- As a real-estate business, asset- and dividend-based methods carry more weight here than a standard DCF.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.
How to read this chart
60‑month range ₹288.20 – ₹1,587 · fair‑value band ₹257.94 – ₹729.28 · the ₹1,244 price screens above the ₹583.43 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.
Analysis
Lodha Developers Limited (LODHA) currently trades at ₹1,244, while our model-based Fair Value estimate is ₹583.43, implying the stock looks roughly 53.1% overvalued today. The Quality Score stands at 51/100 (solid quality), in the Real Estate sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, Lodha Developers Limited generated revenue of ₹167B at a net margin of 20.6%. Revenue grew 7.6% year over year. It earns a return on equity of 15.7%. Net debt stands at ₹63.1B. Fundamentals as of Aug 13, 2026
Our scenario range runs from ₹257.94 (bear case) to ₹729.28 (bull case); at ₹1,244, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 18% below its 52-week high and 91% above its 52-week low, currently above its 200-day average. For context, the median of 10 Real Estate peers we cover trades at 15% fair-value upside, at -53%, LODHA screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 15 models by family
Widest divergence: DCF Models (₹669.10) versus Growth DCF (₹14.58). Highest evidence: Growth DCF (80).
Notify me when LODHA reaches fair value
Free. You confirm by email (double opt-in) and can unsubscribe anytime in one click.
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 45 · Market factors (momentum, volatility) 63
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Lodha Developers Limited, through its subsidiaries, engages in the development of real estate properties in India. The company is involved in the construction and development of residential, office, and retail properties, as well as leasing of retail and office spaces.
Full company description
Lodha Developers Limited, through its subsidiaries, engages in the development of real estate properties in India. The company is involved in the construction and development of residential, office, and retail properties, as well as leasing of retail and office spaces. It also develops warehousing, logistics, light industrial facilities, and digital infrastructure parks. It develops properties under the LODHA, LODHA LUXURY, and PALAVA brand names. The company was formerly known as Macrotech Developers Limited and changed its name to Lodha Developers Limited in June 2025. Lodha Developers Limited was founded in 1980 and is headquartered in Mumbai, India.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2022 – FY2026 · reported fiscal years
Lodha Developers Limited reported revenue of ₹167B in FY2026 versus ₹92.3B in FY2022, a compound +15.9%/yr. Reported net income was ₹34.3B in FY2026, compounding +29.9%/yr from FY2022.
of which total revenue +7.0 pp · buybacks/dilution −2.4 pp
Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).
LODHA screens 53% overvalued. Compare with DLF Limited →
Peer Group
Real Estate - Development · 592 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Real Estate - Development median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Real Estate - Development stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| DLF Limited DLF | ₹661.75 | ₹146.13 | -78% |
| PT Pantai Indah Kapuk Dua Tbk, PANI | 6,150 IDR | 1,330 IDR | -78% |
| PT Jaya Real Property, Tbk., JRPT | 1,080 IDR | 1,674 IDR | +55% |
| PT Bumi Serpong Damai Tbk, BSDE | 595.00 IDR | 1,488 IDR | +150% |
| PT Sentul City Tbk, BKSL | 73.00 IDR | 84.16 IDR | +15% |
| PT Ciputra Development Tbk, CTRA | 610.00 IDR | 1,525 IDR | +150% |
| Khang Dien House Trading and Investment Joint Stock Company KDH | 18,150 VND | 20,338 VND | +12% |
| PT Duta Pertiwi Tbk DUTI | 4,300 IDR | 6,239 IDR | +45% |
| PT Puradelta Lestari Tbk DMAS | 147.00 IDR | 164.33 IDR | +12% |
| Phat Dat Real Estate Development Corporation PDR | 12,100 VND | 4,943 VND | -59% |
Compare Lodha Developers Limited with another stock
Price, fair value, quality and upside side by side.
Explore undervalued stocks
More undervalued Real Estate stocks →
Frequently asked questions
Is Lodha Developers Limited (LODHA) overvalued or undervalued?
What is the fair value of LODHA?
What is the quality score of LODHA?
What is the revenue of Lodha Developers Limited (LODHA)?
What is the net profit margin of LODHA?
Does Lodha Developers Limited pay a dividend?
How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
Track Lodha Developers Limited and try Pro for 14 days
One email gets you 14 days of full Pro (review alerts, the 35,000+ stock screener, the diversification check) plus the monthly Top-25 report of the most undervalued quality stocks. No card, cancel anytime.
Zero risk: nothing is ever charged. After 14 days you decide whether to stay.