Lodha Developers: Jefferies Initiates Buy, Sees 54% Upside on Data Centres

REAL-ESTATE
Whalesbook Logo
AuthorAnanya Iyer|Published at:
Lodha Developers: Jefferies Initiates Buy, Sees 54% Upside on Data Centres
Overview

Jefferies initiated a 'Buy' rating on Lodha Developers, setting a target price of ₹1,215, indicating a 54% potential upside. The brokerage highlights a dual growth strategy: steady residential sales and a burgeoning data centre business at its Palava township. This new venture is expected to unlock land value and generate substantial long-term rental income, fueled by government support and demand from global cloud providers, with significant scale-up anticipated from FY27.

Instant Stock Alerts on WhatsApp

Used by 10,000+ active investors

1

Add Stocks

Select the stocks you want to track in real time.

2

Get Alerts on WhatsApp

Receive instant updates directly to WhatsApp.

  • ✓Quarterly Results
  • ✓Concall Announcements
  • ✓New Orders & Big Deals
  • ✓Capex Announcements
  • ✓Bulk Deals
  • ✦And much more
Add StocksGet it on Google PlayDownload on the App Store

Palava's Data Centre Potential

Jefferies' analysis centers on Lodha's Palava site, a nearly 400-acre area earmarked for approximately 3 gigawatts of data centre capacity. The brokerage notes that a portion of this land has already been sold to major global players, with construction now underway, providing early indications of the project's momentum.
Palava's strategic location offers significant advantages for data centre operations, including close proximity to Mumbai's extensive fiber optic network, access to multiple power transmission lines, and a reliable water supply.

Get stock alerts instantly on WhatsApp

Quarterly results, bulk deals, concall updates and major announcements delivered in real time.

Add Stocks
Disclaimer:This content is for educational and informational purposes only and does not constitute investment, financial, or trading advice, nor a recommendation to buy or sell any securities. Readers should consult a SEBI-registered advisor before making investment decisions, as markets involve risk and past performance does not guarantee future results. The publisher and authors accept no liability for any losses. Some content may be AI-generated and may contain errors; accuracy and completeness are not guaranteed. Views expressed do not reflect the publication’s editorial stance.