Why did Macrotech Developers (Lodha) (LODHA) stock move recently?

On 7/28/2026, Macrotech Developers (Lodha) moved +8.6% — Lodha Developers shares jumped after Morgan Stanley upgraded the stock to Overweight with a higher target price, the second-highest on the street. This is MarketChacha's decoded reason from filings and credible news; it is education, not buy/sell advice.

Is Macrotech Developers (Lodha) (LODHA) overvalued or fairly valued?

MarketChacha shows Macrotech Developers (Lodha)'s valuation in context — a forward P/E of about 20.7, a price-to-book of about 4.4 — alongside its revenue and profit growth and whether reported profit converts into operating cash, so you can judge value for yourself. MarketChacha does not issue ratings, price targets, or buy/sell advice.

What is Macrotech Developers (Lodha)'s revenue?

Macrotech Developers (Lodha) reported revenue of ₹14,542 Cr for FY2026, with net profit of ₹2,920 Cr, per official filings.

What is the share price of Macrotech Developers (Lodha) (LODHA)?

Macrotech Developers (Lodha) last traded at ₹1,030.00 (-2.7% on the day), as of 10/19/2026 — a delayed quote shown for education, not investment advice.

Macrotech Developers (Lodha)

LODHA · NSE · Real Estate · India

Snapshot

TickerLODHA

ExchangeNSE

SectorReal Estate

IndustryReal Estate - Development

CountryIndia

Employees5,783

HeadquartersMumbai, India

Websitewww.lodhagroup.com

Filings tracked0

About Macrotech Developers (Lodha)

Lodha Developers Limited, through its subsidiaries, engages in the development of real estate properties in India. It is involved in the development of residential, office, and retail properties, as well as leasing of retail and office spaces. The company also develops warehousing, logistics, light industrial facilities, and digital infrastructure parks. In addition, it offers financing, support, e-commerce application, and facility management services. 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.

Who owns it

Promoters70.3%
Institutions19.3%
Public & other10.4%

210 institutional holders

Ownership breakdown from public market data. Promoter pledge is not included here — that comes from exchange shareholding filings.

Forensic scorecard

No major accounting red flags in the fundamentals we have — profit is backed by cash and returns look healthy.

Net margin trend5.1% → 20.6%

Margin has expanded by about 15.4 points — the business is getting more profitable.

Growth qualityrev 15% · PAT 63%

Profit growth is broadly tracking revenue growth — the earnings trend looks operational rather than one-off.

Computed by MarketChacha from reported figures (Yahoo Finance). Education, not a rating or recommendation.

What's expected next

Next quarter

Rev ₹4,735 Cr · EPS 10.09

Next fiscal year

Rev ₹22,839 Cr · EPS 49.81

Est. earnings growth +18.5%

Analyst consensus estimates — not the company's own guidance.

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Financials at a glance

Source: Yahoo Finance

Annual

Quarterly · last 5

Revenue (FY2026)

₹16,676 Cr

Net margin

20.6%

Revenue CAGR (3y)

+20.8%

Profit CAGR (3y)

+91.7%

Net profit (FY2026)

₹3,428 Cr

Ask MarketChacha about LODHA

Get a cited, plain-English answer — the “why”, not just data. Finance research only, never buy/sell advice.

Why it moved

Jul 28, 2026
Lodha Developers shares jumped after Morgan Stanley upgraded the stock to Overweight with a higher target price, the second-highest on the street.
source 1 ↗· confidence: high
Jul 27, 2026
Lodha rose on positive reaction to its strong Q1 FY27 results (reported July 24-25), with revenue up 43% YoY, PAT more than doubling, and FY27 net profit guidance of Rs 4,100 cr (20% growth) already 33% achieved; earnings call held today.
source 1 ↗source 2 ↗source 3 ↗· confidence: high
Jul 22, 2026
Macrotech Developers (Lodha) shares fell with the broader market or realty sector; no specific company catalyst or filing was reported for the move.
· confidence: low

Daily moves with the verified reason behind them. Education only — not investment advice.

On MarketChacha

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Financials

Yearly

Period	Revenue	Net profit	Net margin
FY2026	₹16,676 Cr	₹3,428 Cr	20.6%
FY2025	₹13,780 Cr	₹2,764 Cr	20.1%
FY2024	₹10,316 Cr	₹1,549 Cr	15.0%
FY2023	₹9,470 Cr	₹487 Cr	5.1%

Quarterly

Period	Revenue	Net profit	Net margin
Q1 FY27	₹4,378 Cr	₹1,372 Cr	31.3%
Q4 FY26	₹4,714 Cr	₹1,008 Cr	21.4%
Q3 FY26	₹4,673 Cr	₹957 Cr	20.5%
Q2 FY26	₹3,799 Cr	₹789 Cr	20.8%
Q1 FY26	₹3,492 Cr	₹675 Cr	19.3%

Figures as reported, in ₹ (crore). Source: Yahoo Finance.

In the news

Education and discussion only — not investment advice. Financials from official filings (SEC/BSE) and reported company statements; market figures (delayed market data) are delayed and shown for reference only. Verify with the linked sources before acting.