'Key Operational Updates for Q2FY26'
As filed · Lodha Developers Limited has informed the Exchange regarding 'Key Operational Updates for Q2FY26'.
BusinessImprovingMinormateriality 50 out of 100
What happened
FactLodha Developers Limited has informed the Exchange regarding 'Key Operational Updates for Q2FY26'. a) Pre-sales: We achieved pre-sales of INR 45.7bn in Q2FY26, showing 7% YoY growth, despite. b) Collections: Collections were INR 34.8bn for Q2FY26 showing a growth of 13% YoY.
Why it matters
CapitSignal interpretationProduction and sales volumes are the operating data behind the next set of reported numbers.
What management said before
Prior statements by this company that CapitSignal has recorded changing.
Capex
RevisedEarlierQ4 FY25
next few years will help achieve INR 15bn rental income target for FY31
NowQ4 FY25
Potential to generate INR ~3.5bn of rental income by FY31, to increase with addition of new projects
Change
FactTarget revision
Implication
CapitSignal interpretationThe earlier statement projected a target of INR 15bn rental income by FY31, while the current statement indicates a potential of only INR ~3.5bn by the same year, suggesting a significant reduction in expectations.confidence 100%
Watch next
Fact- Volume trend against the prior period
- We expect to grow our annuity income by over 10x in the next six years to over ₹ 3,000 crore p.a. led by data (management committed by FY27)
- next few years will help achieve INR 15bn rental income target for FY31 (management committed by FY31)
Evidence
- Lodha Developers Limited has informed the Exchange regarding 'Key Operational Updates for Q2FY26'.(opens the original filing in a new tab)
- Earlier statement · Q4 FY25
- Latest statement · Q4 FY25
How CapitSignal classified this
- Reasoning:
- PRODUCTION_UPDATE base 42; +5 quantified amount; +3 quantified percentage; matched on subject
- Matched on:
- the filing's own subject line
- Confidence in the event type:
- 75%