In a strong signal of continued momentum in India’s residential real estate market, Lodha Developers Ltd has outlined an aggressive growth roadmap for the final quarter of FY 2025–26. The company plans to invest ₹1,200 crore exclusively towards construction activities in Q4, while simultaneously launching 12 new housing projects with a combined estimated sales value of nearly ₹13,000 crore.
This dual push, accelerated construction and large-scale project launches, highlights the developer’s focus on execution, expansion, and strengthening its presence across key urban markets.
₹1,200 Crore Construction Outlay in Q4
According to management commentary during an investor interaction, Lodha Developers is set to allocate approximately ₹1,200 crore in the March quarter purely toward construction activities. This move underscores the company’s commitment to timely delivery and project execution, an increasingly critical factor for homebuyers and investors alike.
During the first nine months of the current fiscal year, the company had already deployed ₹2,930 crore toward construction. The additional Q4 spend will further accelerate project progress and enhance on-ground development across ongoing sites.
MD and CEO Abhishek Lodha emphasized that sustained construction investments remain central to maintaining customer trust and driving revenue recognition.
12 New Projects, 7 Million Sq Ft to Hit the Market
In the fourth quarter, Lodha Developers plans to introduce 12 new housing projects across high-demand urban clusters including:
- Mumbai Metropolitan Region (MMR)
- Pune
- Bengaluru
The upcoming launches will collectively offer approximately 7 million square feet of saleable area.
The estimated revenue potential of these new launches stands at ₹12,820 crore, reinforcing the company’s ambitious growth strategy and its confidence in residential demand across these markets.
Trending Projects by Lodha Developers:-
Strong Launch Momentum So Far This Fiscal
The company’s Q4 expansion builds on a robust launch pipeline earlier in the fiscal year.
During the first nine months:
- 9.7 million sq ft was launched
- Across 20 residential projects
- With an estimated revenue potential of ₹22,880 crore
This steady rollout demonstrates Lodha’s calibrated approach to scaling inventory while aligning with market absorption levels.
Expanding Land Bank for Long-Term Growth
In parallel with active launches, Lodha Developers has been strategically expanding its land bank to secure future growth.
In the first nine months of FY 2025–26, the company acquired:
- 11 land parcels
- Across MMR, Delhi-NCR, Pune, and Bengaluru
- With a total estimated saleable area of 20.6 million sq ft
- Carrying a projected sales value of ₹58,800 crore
The developer continues to acquire land through a mix of outright purchases and joint development partnerships with landowners. This hybrid acquisition model allows the company to maintain capital efficiency while building a strong future pipeline.
Notably, Lodha has also expanded into the Delhi-NCR residential market, marking a strategic geographic diversification beyond its traditional strongholds.
Financial Performance: Stable Profit Growth
On the financial front, Lodha Developers reported:
- Consolidated net profit of ₹956.9 crore in Q3 FY 2025–26
- A marginal 1% increase from ₹944.4 crore in the same period last year
Total income during the October–December quarter rose to ₹4,775.4 crore, compared to ₹4,146.6 crore in the corresponding period of the previous fiscal year.
This steady growth trajectory reflects consistent sales performance and revenue recognition from ongoing projects.
A Legacy of Large-Scale Development
Over the years, Lodha Developers has constructed more than 100 million square feet of real estate, positioning itself among India’s leading residential developers.
The company maintains a dominant presence in:
- Mumbai Metropolitan Region (MMR)
- Pune
- Bengaluru
With its recent entry into Delhi-NCR, the brand is now broadening its footprint in India’s top residential hubs.
What This Means for the Market
Lodha Developers’ ₹13,000 crore launch pipeline and enhanced construction spending signal confidence in sustained housing demand. For buyers, this translates into increased supply across premium and mid-income segments. For investors, it reflects long-term strategic planning backed by strong land reserves and disciplined execution.
As India’s residential real estate sector continues to evolve, developers that combine land acquisition strategy, timely construction, and consistent launches are likely to maintain a competitive edge.
In a strong signal of continued momentum in India’s residential real estate market, Lodha Developers Ltd has outlined an aggressive growth roadmap for the final quarter of FY 2025–26. The company plans to invest ₹1,200 crore exclusively towards construction activities in Q4, while simultaneously launching 12 new housing projects with a combined estimated sales value of nearly ₹13,000 crore.
This dual push, accelerated construction and large-scale project launches, highlights the developer’s focus on execution, expansion, and strengthening its presence across key urban markets.
₹1,200 Crore Construction Outlay in Q4
According to management commentary during an investor interaction, Lodha Developers is set to allocate approximately ₹1,200 crore in the March quarter purely toward construction activities. This move underscores the company’s commitment to timely delivery and project execution, an increasingly critical factor for homebuyers and investors alike.
During the first nine months of the current fiscal year, the company had already deployed ₹2,930 crore toward construction. The additional Q4 spend will further accelerate project progress and enhance on-ground development across ongoing sites.
MD and CEO Abhishek Lodha emphasized that sustained construction investments remain central to maintaining customer trust and driving revenue recognition.
12 New Projects, 7 Million Sq Ft to Hit the Market
In the fourth quarter, Lodha Developers plans to introduce 12 new housing projects across high-demand urban clusters including:
- Mumbai Metropolitan Region (MMR)
- Pune
- Bengaluru
The upcoming launches will collectively offer approximately 7 million square feet of saleable area.
The estimated revenue potential of these new launches stands at ₹12,820 crore, reinforcing the company’s ambitious growth strategy and its confidence in residential demand across these markets.
Trending Projects by Lodha Developers:-
Strong Launch Momentum So Far This Fiscal
The company’s Q4 expansion builds on a robust launch pipeline earlier in the fiscal year.
During the first nine months:
- 9.7 million sq ft was launched
- Across 20 residential projects
- With an estimated revenue potential of ₹22,880 crore
This steady rollout demonstrates Lodha’s calibrated approach to scaling inventory while aligning with market absorption levels.
Expanding Land Bank for Long-Term Growth
In parallel with active launches, Lodha Developers has been strategically expanding its land bank to secure future growth.
In the first nine months of FY 2025–26, the company acquired:
- 11 land parcels
- Across MMR, Delhi-NCR, Pune, and Bengaluru
- With a total estimated saleable area of 20.6 million sq ft
- Carrying a projected sales value of ₹58,800 crore
The developer continues to acquire land through a mix of outright purchases and joint development partnerships with landowners. This hybrid acquisition model allows the company to maintain capital efficiency while building a strong future pipeline.
Notably, Lodha has also expanded into the Delhi-NCR residential market, marking a strategic geographic diversification beyond its traditional strongholds.
Financial Performance: Stable Profit Growth
On the financial front, Lodha Developers reported:
- Consolidated net profit of ₹956.9 crore in Q3 FY 2025–26
- A marginal 1% increase from ₹944.4 crore in the same period last year
Total income during the October–December quarter rose to ₹4,775.4 crore, compared to ₹4,146.6 crore in the corresponding period of the previous fiscal year.
This steady growth trajectory reflects consistent sales performance and revenue recognition from ongoing projects.
A Legacy of Large-Scale Development
Over the years, Lodha Developers has constructed more than 100 million square feet of real estate, positioning itself among India’s leading residential developers.
The company maintains a dominant presence in:
- Mumbai Metropolitan Region (MMR)
- Pune
- Bengaluru
With its recent entry into Delhi-NCR, the brand is now broadening its footprint in India’s top residential hubs.
What This Means for the Market
Lodha Developers’ ₹13,000 crore launch pipeline and enhanced construction spending signal confidence in sustained housing demand. For buyers, this translates into increased supply across premium and mid-income segments. For investors, it reflects long-term strategic planning backed by strong land reserves and disciplined execution.
As India’s residential real estate sector continues to evolve, developers that combine land acquisition strategy, timely construction, and consistent launches are likely to maintain a competitive edge.
