Fin Cascade

Prices as of 8 Oct 2026 close · Not investment advice

Lodha Developers Limited

NSE: LODHAResidential, Commercial Projects

Share price

₹1,065.60

-3.95% close of 8 Oct 2026

Market cap ₹1.06L CrP/E 25.8

Business score

How strong the business is, in one number. The parts behind it are in Pro.

71

out of 100 · worked out 8 Oct 2026

Your ratios

The numbers you want to see first. Tap Edit to change them.

Market cap

₹1.06L Cr

P/E ratio

25.8

P/B ratio

4.6

ROCE

16.4%

ROE

15.5%

Dividend yield

0.4%

Price & valuation chart

How the share price and its valuation have moved. Hover over the chart to see any day. Prices as of the last close.

Prices as of 8 Oct 2026 close52-week high ₹1,316.3552-week low ₹677.00

Answers

Simple answers to the questions investors ask most, from the company's own numbers.

How fast it has been growing

Our sales figures for this company step down at Jun 2020 and we hold nothing that says why, so we cannot honestly quote a growth rate across it.

Whether it grew faster than its sector

Our sales figures for this company step down at Jun 2020 and we hold nothing that says why, so there is no honest growth rate of its own to set against its sector.

Room to re-rate, or risk of de-rating

At 25.8× earnings against a market that pays 23.9× across 2199 companies we can price. Its own industry sits at 36.6×, across 5 companies. It is against its own five-year median of 46.8×, the 3rd percentile of its own range.

Whether growth justifies the valuation

Priced at 0.5 times its growth rate, on earnings growth of 56%.

Profit growthPrice per ₹1 profitPer 1% growth
Lodha Developers Limited — this one56%/yr25.8×₹0.46
DLF Limited27%/yr36.6×₹1.4
The Phoenix Mills Limited12%/yr49.2×₹4.1
Prestige Estates Projects18%/yr53.4×₹3.0
Oberoi Realty9%/yr22.9×₹2.5
Godrej Properties49%/yr28.6×₹0.58

Compared with companies filed under the same label. That grouping comes from the exchange's filing category, so some of them may not be real rivals.

How it compares with its peers

Against companies the exchange files under the same label (Residential, Commercial Projects), it ranks 17 of 86 on returns, 24 of 80 on growth, 18 of 86 on margin. That grouping comes from the exchange's filing category, so some of them may not be real rivals.

What makes it hard to beat — and is that still true?

A narrow advantage: it earns 16.4% on capital, ahead of 80% of companies filed under the same label. That grouping comes from the exchange's filing category, so some of them may not be real rivals.

Whether its growth pays for itself

Yes — Over the last five years it made ₹9785 crore of cash from the business, spent ₹1000 crore on plant and equipment, and returned ₹6560 crore to lenders and shareholders. And the profit is real: of every 100 rupees it reported over 11 years, about 130 arrived as cash (before interest, which is why it can exceed the profit). Its cash comes back more slowly than it used to: it went from being waiting 360 days for its cash to waiting 420 days for its cash.

Profit reality check

Is the profit real cash? Simple checks on the accounts. Facts only, not advice.

7 of 9 checks clear · 78%

Latest result

What the last results showed. Whether management kept its word is in Pro.

Results are expected soon.

Checklist before you investPRO

Points for and against, in one list.

Key numbers & peers

The main numbers grouped by topic, and how the company compares with similar ones.

Price

Market cap
₹1.06L Cr
Prev close
₹1,065.60
52w High
₹1,345
52w Low
₹651
Enterprise value
₹1.12L Cr
Beta
1.7
Price CAGR 1y
-2.0%
Price CAGR 3y
13.0%
Price CAGR 5y
14.0%
Price CAGR 10y
—

Ratios

Return on assets
5.8%
PEG ratio
0.5
P/E ratio
25.8
P/B ratio
4.6
EV / EBITDA
19.2
Industry P/E
23.4
ROCE
16.4%
ROCE 5y average
12.2%
ROE
15.5%
Debt / Equity
0.4
Interest coverage
7.6
Dividend yield
0.4%
ROE 3y average
14.0%
ROE last year
15.0%

Annual P&L

Annual revenue
₹16,676 Cr
Annual profit
₹3,431 Cr
Operating margin
30.0%
Net profit margin
20.6%
EBITDA margin
29.5%
Sales growth 3y
20.8%
Sales growth 5y
25.1%
Profit growth 3y
56.0%
Profit growth 5y
58.0%
EPS
₹34.3
Sales growth TTM
26.0%
Profit growth TTM
39.0%
Dividend payout
12.0%

Quarter P&L

Sales latest quarter
₹4,997 Cr
Profit latest quarter
₹1,373 Cr
YoY quarterly sales growth
43.1%
YoY quarterly profit growth
103.4%
OPM latest quarter
38.5%

Balance Sheet

Book Value
₹233
Face Value
₹10.0
Total debt
₹9,896 Cr
Total cash
₹3,586 Cr
Borrowings
₹9,896 Cr
Reserves / Equity
22.3

Cash Flow

Operating cash flow
₹959 Cr
Free cash flow
₹709 Cr
FCF yield
0.0%
Net cash flow
₹1,769 Cr

Shareholding

Promoter holding
70.3%
FII holding
23.6%
DII holding
3.6%
Public holding
2.5%

Peer comparison

CompanyPrice ₹P/EMkt cap ₹ CrDiv yield %Profit qtr ₹ CrProfit var %Sales qtr ₹ CrSales var %ROCE %
DLF645.1037.11,59,6821.23793.94.11,280.3-52.96.3
Lodha Developers1,094.3026.51,09,3630.391,373.1103.44,996.743.116.4
Phoenix Mills1,814.6050.164,9040.14394.523.31,074.912.812.4
Oberoi Realty1,712.2023.562,2560.47543.529.01,300.931.717.3
Prestige Estates1,414.0053.560,9050.14271.4-19.42,675.115.910.4
Godrej Propert.1,560.0029.046,9910.64349.4-41.7506.216.57.6
Anant Raj607.8537.821,8750.16149.218.9631.46.612.1
Median134.3924.08240.008.426.182.212.87.6

Competes with: Aditya Birla Real Estate Limited, Agi Infra Limited, Ajmera Realty & Infra India Limited, Alembic Limited, Amj Land Holdings Limited, Anant Raj Limited, Ansal Buildwell Limited, Arihant Foundations & Housing Limited, Arihant Superstructures Limited, Arkade Developers Limited, Art Nirman Limited, Arvind SmartSpaces Limited, Ashiana Housing Limited, Atal Realtech Limited, Brigade Enterprises Limited, Cinevista Limited, Consolidated Construction Consortium Limited, Country Condo's Limited, DLF Limited, Eldeco Housing And Industries Limited, Elpro International Limited, Emami Realty Limited, Embassy Developments Limited, GANESH HOUSING LIMITED, GeeCee Ventures Limited, Generic Engineering Construction and Projects Limited, Godrej Properties, HB Estate Developers Limited, Hampton Sky Realty Limited, Horizon Industrial Parks Limited, Hubtown Limited, Kalpataru Limited, Kamanwala Housing Construction Limited, Keystone Realtors Limited, Kolte - Patil Developers Limited, Lancor Holdings Limited, MPDL Limited, Mahindra Lifespace Developers Limited, Man Infraconstruction Limited, Marathon Nextgen Realty Limited, Max Estates Limited, Meghna Infracon Infrastructure Limited, Modis Navnirman Limited, National Standard (India) Limited, Nila Infrastructures Limited, Nila Spaces Limited, Nimbus Projects Limited, Oberoi Realty, Omaxe Limited, PVP Ventures Limited, Pansari Developers Limited, Parsvnath Developers Limited, Peninsula Land Limited, Prajay Engineers Syndicate Limited, Pranav Constructions Limited, Prestige Estates Projects, Prozone Realty Limited, Puravankara Limited, RDB Real Estate Constructions Limited, Ravinder Heights Limited, Raymond Limited, Raymond Realty Limited, Runwal Enterprises Limited, S V Global Mill Limited, Shervani Industrial Syndicate Limited, Shraddha Prime Projects Limited, Shradha Realty Limited, Shri Krishna Devcon Limited, Shriram Properties Limited, Signatureglobal (India) Limited, Simplex Realty Limited, Sobha Limited, Sri Lotus Developers and Realty Limited, Steel Strips Infrastructures Limited, Sumit Woods Limited, Sunteck Realty Limited, Supreme Holdings & Hospitality (India) Limited, Suraj Estate Developers Limited, Suratwwala Business Group Limited, TARC Limited, Thakkers Developers Limited, The Phoenix Mills Limited, Unitech Limited, Valor Estate Limited, Vascon Engineers Limited, Veegaland Developers Limited, Vipul Limited

Quarterly results

Sales and profit for each of the last 13 quarters. Newest on the right. ₹ crore.

Consolidated · to 30 Jun 2026
Line itemJun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Sales1,6171,7502,9314,0192,8472,6264,0834,2243,4923,7994,6734,7144,997
Expenses1,2891,3382,0552,9722,0901,9222,7773,0042,5082,6903,2573,3013,074
Material Cost2,5672,0952,1992,7432,7602,543
Change in Inventories000000
Purchases of Stock-in-Trade000000
Employee Cost132152171172164184
Other Expenses305260320343377347
Operating Profit3284128761,0467567041,3061,2209841,1081,4151,4131,922
OPM %20243026272732292829303038
Other Income546-776572596419613380110129102
Exceptional items (within Other Income)000000
Interest124123117116117136144152148156185167179
Depreciation2429331176066677866719811169
Profit before tax2352656498786515601,1581,1869049611,2431,2641,776
Tax %24242224272418222518232023
Net Profit1792035056674764239459236757909581,0081,373
EPS in Rs1.852.095.226.694.784.259.479.246.767.909.581014
Diluted EPS in Rs9.226.747.879.561014

Profit & loss

Yearly sales, costs and profit for 12 years, plus the last 12 months (TTM). ₹ crore.

Consolidated · to 31 Mar 2026
Line itemMar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026TTM
Sales6,2368,2497,9269,67711,90712,4435,4499,2339,47010,31613,78016,67618,181
Expenses4,7696,1236,3137,9958,72810,5264,0667,0477,4067,6519,79111,75312,323
Material Cost8,2509,796
Change in Inventories00
Purchases of Stock-in-Trade00
Employee Cost543659
Other Expenses9991,300
Operating Profit1,4672,1261,6141,6823,1791,9171,3832,1862,0642,6653,9894,9235,858
OPM %24262017271525242226293032
Other Income42351058428572119-140293-1,03748390452422
Exceptional items (within Other Income)00
Interest4929887363905687401,136688482482552657688
Depreciation128450460395194292737593204272345349
Profit before tax1,2691,1981,0011,1822,4891,003331,7164522,0283,5564,3715,244
Tax %374142333426-4430-8232222
Net Profit7987035847941,644742481,2084901,5542,7673,4314,129
EPS in Rs18161310219.190.51125.0516283441
Diluted EPS in Rs2834
Dividend Payout %0000000020141512

Compounded growth

Average yearly growth over different spans, as stored. A span can cross a demerger or an acquisition.

Compounded sales growth

10 years
7%
5 years
25%
3 years
21%
TTM
26%

Compounded profit growth

10 years
17%
5 years
58%
3 years
56%
TTM
39%

Stock price CAGR

10 years
—
5 years
14%
3 years
13%
1 year
-2%

Return on equity

10 years
14%
5 years
13%
3 years
14%
Last year
15%

Balance sheet

What the company owns and what it owes, at the end of each year. ₹ crore.

Consolidated
Line itemMar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Equity Capital108108113396396396396482482994998999
Reserves3,1863,8653,9204,7563,4454,1564,20311,62412,18116,47519,18022,287
Borrowings11,85213,83516,18322,61625,64118,42318,19311,5379,0607,6987,0949,896
Other Liabilities12,75213,17313,71512,48320,38217,71716,51614,76317,39922,03122,32525,497
Minority Interest67143
Total Liabilities27,89830,98133,93140,25149,86440,69339,30838,40439,12247,19849,59758,680
Fixed Assets2,2901,8991,7532,1972,1392,0211,9461,9231,8281,1691,3682,641
CWIP41761096666004410
Investments5956111,1801,3841,4051,5531,5795742462,5001,2501,454
Other Assets25,00828,29530,88836,66446,31437,11235,77635,90837,04843,52446,97654,575
Total Assets27,89830,98133,93140,25149,86440,69339,30838,40439,12247,19849,84158,937

Cash flows

Real money coming in and going out each year — from the business, from investments and from loans. ₹ crore.

Consolidated
Line itemMar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Cash from Operating Activity3871,469696-4633,7722,5241,9982,7502,5121,566959
Cash from Investing Activity-854-1,174-651-1751824201,1391,789-2,94747-780
Cash from Financing Activity330-31224736-4,188-2,835-2,888-3,706951-2,5061,589
Net Cash Flow-137-166997-234109250834516-8931,769
Free Cash Flow2891,405654-5623,7432,5301,9652,6742,3461,091709

Ratios

How fast customers pay, how long stock sits, and how well capital earns — year by year.

Consolidated
Line itemMar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Debtor Days633028291523442628282132
Cash Conversion Cycle633028291523442628282132
Working Capital Days655590-166-262-0-31114360387442441420
ROCE %13971167109111516

Shareholding pattern

Who owns the company — founders (promoters), foreign funds, Indian funds and the public. In %.

Consolidated · to 30 Jun 2026
Line itemSep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Promoters757572727272727272727270
FIIs212124242424252524232124
DIIs3.503.213.322.962.782.632.362.192.733.174.623.56
Public1.050.780.730.720.910.921.0411.281.481.852.46
No. of Shareholders52,59052,80560,81267,69992,93394,6231,04,51299,2671,18,8701,35,2941,47,4621,58,746

Price trend

The price as a Renko brick chart: small moves drop out so the bigger path stands out.

Change over 1 year -5.6% (₹1,128.70 → ₹1,065.60)Brick size ₹39.04 (fixed)Bricks 40
₹800₹1,000₹1,200₹1,066Nov '25Jan '26Mar '26May '26Aug '26
Price moved up one brickPrice moved down one brickLast close ₹1,065.60 on 8 Oct 2026

Every brick is the same size, about one typical day's move. A new brick needs a full brick's move; turning the other way needs two. Bricks show where the price went, not where it will go.

Open interestPRO

Where option traders are positioned on this stock.

Industry numbers

The numbers that matter most in this industry, from the company's own filings.

1 when an audit qualification is filed as repetitive

0.00flag

2026-03-31

the company's own unlisted debt securities in default at period end

0.00cr

2026-06-30

the company's own loans / revolving facilities in default at period end (standalone filing)

0.00cr

2026-06-30

net debt from the filed balance sheet at the newest year end: Borrowings − Cash Equivalents − Investments (Current); negative = net cash

5,780inr_cr

2026-03-31

guarantees / comfort given for promoter, promoter group, directors and KMP

0.00cr

2026-03-31

loans outstanding to promoter, promoter group, directors and KMP (governance filing)

0.00cr

2026-03-31

security given for the borrowing of promoter, promoter group, directors and KMP

0.00cr

2026-03-31

FY revenue / permanent employees + workers, same basis (calc)

2,88,36,244inr

2026-03-31

News

News and filings about Lodha Developers Limited. Open one to see why it matters.

No recent news for this company.

Supply chain

Who it buys from, sells to and competes with — as recorded in our map of company links.

About

What the company is, from our own records: where it sits, where it makes things, and what it is made of.

Sector
Realty
Industry
Residential, Commercial Projects
Classification
Realty › Residential, Commercial Projects
ISIN
INE670K01029

Plants

  • Lodha Bengaluru Project Cluster · Bengaluru, Karnataka
  • Lodha MMR Project Cluster · Mumbai, Maharashtra
  • Lodha Pune Project Cluster · Pune, Maharashtra

News impact

Big market events that reach Lodha Developers Limited, and how the effect spreads.

Who it hits first

  • SEBI told the Bombay High Court it found no 'fit and proper' disqualification for people linked to Embassy Office Parks REIT, after finishing its review under rules amended in April 2026.
  • That lifts a governance cloud over Embassy REIT, a listed owner of office parks, and gives a sentiment lift to Embassy Developments, its group property developer.
  • No new buildings, rents, or contracts change — the effect is confidence and easier capital access, not extra sales.

Who may gain

  • Embassy Office Parks REIT unitholders and managers — the fit-and-proper cloud clears
  • Embassy Developments, the group property developer — sentiment and funding access improve slightly

Along the supply chain

Downstream

No direct link downstream — office tenants, home buyers, and brokers see no rent or price change from this ruling.

Upstream

No direct supply-chain link upstream — cement, steel, or contractor orders do not change on a fit-and-proper clearance.

Where demand moves

Business

No direct business demand changes — no new leases, sales, or orders flow from a court clearance; any pickup would be indirect if easier funding lets Embassy build or lease faster later.

Capital

Capital sentiment improves for Embassy names as governance risk fades, likely small buying in Embassy Developments and calm holding across large Realty stocks; no fresh issuance or flows announced.

How it spreads across sectors

Realty

Small confidence boost for listed office owners and developers as REIT governance risk clears; no rent or sales impact.

When it plays out

Immediate

1–7 days: small relief buying in Embassy Developments; large Realty peers steady on sentiment.

Medium term

1–6 months: no lasting earnings impact unless cleared status eases fundraising for new Embassy projects.

Short term

1–4 weeks: focus shifts to the court record and any SEBI order text; the bounce fades without fresh triggers.

Who it hits first

  • The Bombay High Court (HC), Mumbai's top court, restored project status for Turf View, Prestige Estates' housing project in Mahalaxmi, Mumbai, after the parties settled their fight before the property appeals tribunal (MahaREAT).
  • With legal status back, Prestige Estates, the Bengaluru-based builder, can restart approvals, construction and flat sales at Turf View.
  • Shares of seed maker Bombay Super Hybrid Seeds and textile firm Bombay Dyeing are unaffected — they share only the Bombay name, not the case.

Who may gain

  • Prestige Estates gains cleared titles and can resume bookings and cash flows at Turf View.
  • Homebuyers at Turf View get certainty that their flats and timelines stand.

Along the supply chain

Downstream

Downstream, flat buyers, brokers and home-loan lenders in Mahalaxmi regain a ready luxury option, aiding registrations and loan disbursals.

Upstream

Upstream, Prestige's listed contractors and material suppliers for concrete and blocks see work restart as Turf View construction resumes.

Where demand moves

Business

Business demand returns: buyers can book Turf View flats again and contractors resume work, lifting Prestige's Mumbai sales pipeline.

Capital

Capital steadies on Prestige as legal overhang lifts, while peer builders see only mild sentiment without direct order gains.

How it spreads across sectors

Realty

Mumbai builders gain confidence as courts uphold settled project titles, aiding sentiment for Lodha and Oberoi Realty.

Textiles

No readthrough — textile firms like Bombay Dyeing share only a name, not the property case.

When it plays out

Immediate

In 1-7 days Prestige shares firm and Turf View marketing restarts.

Medium term

In 1-6 months phased sales and cash flows build if demand holds.

Short term

In 1-4 weeks bookings and construction approvals pick up at Mahalaxmi.

Who it hits first

  • Mumbai recorded 12,610 property registrations in September, up 5%, with festival-season buying driving a large share.
  • Lodha Developers, Mumbai's biggest homebuilder, and Oberoi Realty, a premium Mumbai builder, gain the most direct sales support.
  • Godrej Properties, a nationwide builder with large Mumbai projects, also benefits, while builders focused on other cities feel only a mood lift.

Who may gain

  • Lodha Developers (Mumbai homebuilder) — more bookings from stronger city demand
  • Oberoi Realty (premium Mumbai builder) — faster sales of high-end city flats
  • Godrej Properties (nationwide builder) — support for its Mumbai launch pipeline
  • Sri Lotus Developers (Mumbai luxury builder) — deeper buyer pool for big-ticket homes
  • Construction suppliers such as UltraTech Cement and Capacite Infraprojects — more building work if sales spur new launches

Along the supply chain

Downstream

There is no corporate buyer chain in the graph; the end customer is the Mumbai homebuyer registering the flat, plus brokers and lenders who earn fees on each deal.

Upstream

Builders buy cement, blocks, and contracting work from suppliers named in the pack — UltraTech Cement, Bigbloc Construction, Capacite Infraprojects, and Ahluwalia Contracts — so sustained sales would pull more orders through these vendors.

Where demand moves

Business

Homebuyers registered 5% more properties in Mumbai, so city builders like Lodha and Oberoi collect bookings and customer advances faster, which funds their ongoing projects.

Capital

Investors are likely to bid up Mumbai-exposed realty stocks first, with a smaller sympathy flow into large national builders like DLF.

How it spreads across sectors

Realty

Positive read-through: firm Mumbai sales support builder bookings, launch confidence, and stock sentiment across listed developers.

When it plays out

Immediate

Realty stocks with Mumbai exposure firm up over 1-7 days as traders react to the 5% registration beat.

Medium term

Over 1-6 months, sustained registrations would convert into collections and margin gains; a post-festival dip would fade the signal.

Short term

Over 1-4 weeks, builders report festival bookings; strong numbers turn into launch announcements and brokerage upgrades.

29 Sept, 23:12 IST · Market event · high impact

Prestige Estates raises ₹3,000 crore from CPPIB for hospitality arm

Prestige Estates got ₹3,000 crore from Canada's CPPIB to grow its hotel business, which helps Prestige and builders, while rival developers only get a sentiment lift and no one is clearly hurt.

RealtyConsumer Services

Who it hits first

  • Prestige Estates Projects, a Bangalore builder of homes, offices, malls and hotels, receives ₹3,000 crore from CPP Investments to expand its hotel arm.
  • CPP Investments, a large Canadian pension fund, makes its first direct investment in Indian hotels through this deal, signalling strong foreign belief in India hotel demand.
  • The money is fresh equity for growth, not a loan, so Prestige can build more hotels without adding to its debt pile (debt vs its own money (D/E) 1.085).

Who may gain

  • Prestige Estates Projects, whose hotel expansion is now paid for and whose hotel platform gains a marquee foreign backer.
  • Capacite Infraprojects, a construction firm that already builds for Prestige, which may win contracts to build the new hotels.
  • Brigade Enterprises, a Bangalore rival that also owns hotels, whose hotel assets look more valuable after a global fund priced the sector.
  • Realty shareholders broadly, as foreign pension money entering Indian property lifts mood for the whole sector.

Along the supply chain

Downstream

Prestige listed customers in the pack are office tenants — TCS and Wipro (software makers), Britannia and Hindustan Unilever (food and household goods) — who buy office space, not hotel rooms, so no downstream sales lift follows; future hotel guests gain supply months out.

Upstream

Capacite Infraprojects, a contractor that supplies building work to Prestige, stands to gain new hotel orders; building-material makers benefit indirectly once construction starts, though no supplier in the pack has a priced order yet.

Where demand moves

Business

Prestige will need builders, materials and hotel equipment to turn ₹3,000 crore into rooms, so construction demand flows to contractors like Capacite Infraprojects; future hotel guests and travel bookers gain more rooms, but that supply is months away.

Capital

₹3,000 crore of Canadian pension capital flows into Prestige hotel arm, and the signal that global funds will pay up for Indian hotels pulls investor money toward listed realty and hotel owners.

How it spreads across sectors

Consumer Services

Hotel owners such as Indian Hotels, EIH, Chalet and Lemon Tree see their assets validated by a global buyer, though Prestige adding rooms in time means more competition for guests.

Realty

Positive mood lift as a ₹3,000 crore foreign bet validates Indian property; developers from DLF to small builders catch sympathy buying, but no earnings change.

A pattern seen before

Cascade chain

Pattern name

Crude Oil Cascade

Patterns

  • Crude Oil Cascade

Sectors queried

  • Cement
  • Chemicals
  • FMCG
  • Power

When it plays out

Immediate

In 1-7 days Prestige shares react to the funding headline and peers catch sympathy bids.

Medium term

In 1-6 months hotel construction orders and room openings decide whether the ₹3,000 crore earns its return.

Short term

In 1-4 weeks the market checks deal terms and Prestige hotel pipeline, and contractors watch for tenders.

Who it hits first

  • MICL, a Mumbai builder that managed the Marine Lines housing project with Shreepati Group, handed its development rights to Godrej Properties.
  • Godrej Properties, a large home builder, now controls a project expected to bring Rs6,000-crore in sales.
  • MICL steps back from building and will no longer share in that future revenue.

Who may gain

  • Godrej Properties shareholders, who gain a Rs6,000-crore South Mumbai project
  • Construction contractors and cement makers that supply Godrej Properties' new building work
  • Home buyers in Marine Lines who get a Godrej-built project

Along the supply chain

Downstream

Flat buyers, brokers and home-loan lenders in South Mumbai gain a fresh Godrej housing supply to sell and finance once bookings open.

Upstream

Cement and contract builders that supply Godrej — UltraTech Cement makes cement, Capacite Infraprojects and Ahluwalia Contracts build towers — gain future orders as work starts.

Where demand moves

Business

Godrej Properties gains future home sales worth Rs6,000-crore in Marine Lines, so its order book grows; contractors, cement and building suppliers see fresh work as construction starts, while rival builders gain no new sales.

Capital

Investors are likely to buy Godrej Properties on the bigger pipeline, lifting its shares, while money drifts away from rival builders that missed this prime plot and from MICL as it exits the project.

How it spreads across sectors

Construction

Contractors see a small lift from expected Marine Lines building orders.

Construction Materials

Cement and material makers see a small lift from future demand.

Realty

Godrej's pipeline grows, lifting sentiment for large Mumbai builders, while smaller rivals see no spillover.

When it plays out

Immediate

Next 1-7 days: Godrej shares firm on the Rs6,000-crore pipeline news; contractors edge up on order hopes.

Medium term

Next 1-6 months: Approvals and pre-sales decide the real gain; rivals refocus on their own Mumbai launches.

Short term

Next 1-4 weeks: Godrej details launch timelines and approvals; suppliers watch for tender wins.

Dividends, splits & big trades

Money paid out, share splits and buybacks, and big buys or sells by funds and insiders.

Dividends

7 Aug 2026unspecified₹4.25
22 Aug 2025unspecified₹4.25
16 Aug 2024unspecified₹2.25
8 Sep 2023unspecified₹1
31 May 2023bonus₹0

Splits, bonuses & buybacks

  • daily-prices repair: 8 rows from NSE's archive (replace 2, delete 1, insert 5), 2023-11-12..2026-02-01 (docs/flat_day_repair.md)1× · 12 Nov 2023

Bulk & block deals

DateWhoBought / soldSharesPrice
25 Jun 2026HIGHTOWN CONSTRUCTIONS PRIVATE LIMITEDSELL1,74,24,032₹937.85
25 Jun 2026FMRC FIDELITY ADVISOR INTERNATIONAL CAPITAL APPRECIATION FUNDBUY1,32,64,600₹937.85

Documents

Annual reports, results presentations and earnings calls, straight from the source.

Facts from company filings and exchange data. Not investment advice: nothing here tells you to buy or sell.