Lodha Developers to hold Q2 and H1 FY27 results analyst call on 2 November 2026

What the company filed

Lodha Developers Limited, formerly known as Macrotech Developers Limited, filed an intimation with the stock exchanges on 26 October 2026. The filing was made under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, as amended. It announces an analysts and investors conference call scheduled for Monday, 2 November 2026 at 1:00 PM IST.

The call will cover financial performance for the quarter and half year ended 30 September 2026. The filing itself contains no results figures. It gives the call date, time and reporting period only. The intimation was signed by Sanjyot Rangnekar, Company Secretary and Compliance Officer.

The company's website, www.lodhagroup.com, is also expected to host the intimation details.

How to join the call

Pre-registration is required to access the call. The company has listed a universal dial-in number, +91 22 6280 1197 and +91 22 7115 8098. Toll-free access is also listed for the USA, UK, Singapore and Hong Kong, with the toll-free numbers set out in the company's notice.

Timeline

• 26 October 2026: intimation filed with the exchanges announcing the call.
• 30 October 2026: board meeting to consider and approve the unaudited financial results for the quarter and half year ended 30 September 2026.
• 2 November 2026, 1:00 PM IST: analysts and investors conference call on Q2 and H1 FY27 results.

After the call, the company is expected to publish its results on the exchanges and on its website. The notes available do not give a specific post-call timing.

Recent results for context

Lodha reported FY26 results with pre-sales up 16% to ₹205.3 billion, revenue from operations up 21% to ₹166.8 billion and profit after tax up 24% to ₹34.3 billion. The company sold 6,500 homes and handed over 6,373 in the year.

For Q1 FY27, the quarter ended 30 June 2026, revenue was ₹50.0 billion, up 43% year on year, and profit after tax was ₹13.7 billion. Pre-sales were ₹4,629 crore, up 4% year on year, and collections were ₹4,205 crore, up 46%. Reported FY27 guidance is pre-sales of ₹24,000 crore and profit after tax of ₹4,100 crore.

What the Q2 numbers will be compared against

The comparative base is Q2 FY26, when the board approved results on 30 October 2025. Revenue for that quarter was ₹3,799 crore, and pre-sales were ₹4,570 crore, up 6.53% year on year.

Motilal Oswal estimates for Q2 FY27, as reported in a Tradebrains note, are as follows. These are analyst estimates, not company guidance.

• Revenue: ₹4,494 crore, up 18.3% from ₹3,799 crore in Q2 FY26.
• EBITDA: ₹1,268 crore, up 14.4% from ₹1,109 crore in Q2 FY26.
• Adjusted profit after tax: ₹854 crore, up 8.3% from ₹789 crore in Q2 FY26.

The same analysis notes that the results will show whether the sequential decline from Q1 reflects a normalisation after an exceptional quarter.

Palava and data-centre plans

Lodha's main land bank in the Mumbai Metropolitan Region is Palava. In September 2025, the Maharashtra government and Lodha signed an MoU worth ₹30,000 crore for a data centre park at Palava. The park size was reported as 370 acres at that stage.

In April 2026, the company said on its Q4 FY26 earnings call that it plans around 1 GW of build-to-suit data centre power shell capacity at Palava, at a cost of ₹10,000 to ₹11,000 crore. Earlier transactions at Palava include a sale of over 24 acres to STT Global Data Centres for about ₹500 crore in September 2025, and a 38.18-acre parcel sold to Amazon Web Services for about ₹450 crore, registered on 12 November 2024.

What it means for buyers, investors and the market

The filing is procedural. It does not change the company's financial position, shareholding or any previously announced corporate action. It fixes a date for disclosure of Q2 and H1 FY27 revenue, bookings and collections.

No buyer-specific effect has been reported. No source reported a local-market effect from the call. For investors, the practical point is the comparison between the Q2 figures disclosed on 2 November and the analyst estimates above.