LODHA’s presales are expected to clock a 20% CAGR, led by healthy collections and a comfortable debt level of 0.2x as of 4QFY25 end. The company entered Pune and is scaling up at a healthy pace. Additionally, it has completed its pilot phase in Bengaluru and started scaling up with the acquisition of a 5.6msf project with a GDV of INR66b in FY25. Further, LODHA is expanding its commercial and industrial portfolios to garner strong rentals. We believe the company’s ability to acquire projects at a constant pace is commendable and provides strong growth visibility, along with timely execution.
OutlookWe reiterate our BUY rating with a revised TP of INR1,870, which implies a 36% potential upside.
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