Whalesbook
FY27 Launch Plans: Kahan Kahan aa rahe hain naye projects?
To bhaiyo, Lodha group apni FY27 ki strategy lekar aaya hai, jisme woh ₹22,000 crore ke naye residential projects launch karne ka plan bana rahe hain. Ye projects lagbhag 15 million sq ft area mein failenge aur Mumbai Metropolitan Region (MMR), Pune, Bengaluru, aur Delhi-NCR jaise bade shaharon mein aa rahe hain. Yeh sab housing demand ko capitalize karne ke liye hai, jo abhi bhi kaafi strong hai.
FY26 Ka Performance Aur FY27 Ka Target
Abhi FY27 launch plan toh ₹22,000 crore ka hai, lekin pichhle saal, FY26 mein, inhi launches se ₹36,870 crore ka revenue generate hua tha. Matlab, FY27 ke liye launch value kam hai, ho sakta hai ki company thoda conservative approach le rahi ho ya phir growth strategy mein change ho. Lekin, FY27 ke liye unka sales booking target ₹24,000 crore ka hai, jo pichhle saal se 17% zyada hai. Company ka FY26 mein net profit 24% badh kar ₹3,430.7 crore ho gaya tha aur total income 21% badhi thi.
Stock Price Aur Brokerage Kya Kehte Hain?
Jabki company itne bade plans bana rahi hai, stock market mein iska asar thoda alag dikh raha hai. 30 April 2026 tak, Lodha (LODHA.NS) ka share price lagbhag ₹897.90 ke aas paas tha, jo pichhle saal ke comparison mein 32% se zyada gira hua hai. Lekin interesting baat yeh hai ki kai analysts abhi bhi positive hain aur is par 'Buy' rating de rahe hain, jismein potential upside dikhaaya ja raha hai.
Valuation Ka Game: Peers Ke Muqable Kaisa Hai Lodha?
Indian real estate sector ki growth abhi bhi jaari rehne ki ummeed hai. Agar valuation ki baat karein, toh Lodha ka P/E ratio April 2026 mein lagbhag 26-31 tha. Yeh DLF (P/E 40-50), Prestige Estates Projects (P/E 55-65), aur Godrej Properties (P/E 30-35) jaise competitors se kam hai. Yeh difference market ka skepticism ya phir Lodha ke liye re-rating ka potential bhi ho sakta hai, khaas kar jab FY26 ke results itne acche aaye hain.
Strategy Mein Badlav: Cash Flow Aur Land Bank Par Focus
Lodha ek important strategic shift par kaam kar rahi hai: land acquisition costs ko kam karna aur free cash flow badhana. Unke paas ek zabardast land bank hai, jismein future mein ₹2 lakh Cr (ya ₹2 trillion) ka revenue generate karne ki potential hai. Is focus se capital use improve hoga aur debt kam hoga. Unka Debt/Equity ratio 0.48 hai aur CRISIL ne rating ko 'AA/Stable' kiya hai.
Kya Hain Investors Ke Liye Points To Watch?
FY27 ke liye ₹22,000 crore ka launch value FY26 ke revenue se kam hai, jo future growth ke pace par sawaal utha sakta hai. Stock ka 32% se zyada girna bhi market sentiment ko dikhata hai, bhale hi analysts positive hon. Competition bhi tight hai, khaas kar DLF aur Prestige Estates jaise players se. Land acquisition kam karne ka plan short-term cash flow ke liye accha hai, par long-term mein expansion limit kar sakta hai.
Aage Kya? Analyst Kya Bol Rahe Hain?
Analysts generally positive hain aur JM Financial aur Motilal Oswal jaise firms ne 'Buy' rating di hui hai. Investors ab Company ke ₹24,000 crore sales booking target ko meet karne ki ability aur apne bade land bank ko leverage karne par nazar rakhenge. Real estate sector ki overall growth, urbanization aur consumer preferences change hone ki wajah se Lodha jaise developers ke liye favorable environment bana rahegi.