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Motilal Oswal keeps Lodha Developers at Buy, cuts target to INR1,375

Motilal Oswal reiterates Buy on Lodha Developers and lowers its target to INR1,375 after raising its WACC and cap rate assumptions, per TradingView.

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what happened

According to a Motilal Oswal research report carried by TradingView, Lodha Developers added one project in MMR in the second quarter of FY27, with 0.9 million square feet of saleable area and an estimated GDV of INR48 billion. The company holds INR409 billion of launched inventory still to be sold, which analysts expect to support sustenance sales. A pipeline of INR191 billion is planned for launch in the second half of FY27 across MMR, Bangalore, Pune and NCR.

Beyond the next 12 months, Lodha could launch about 68 million square feet from its own land and joint development agreements. Unsold GDV stands at roughly INR2 trillion, excluding land that forms part of LandCo. Analysts kept their presales and collections estimates but raised the WACC for the residential portfolio to 11.3% and the cap rate for the annuity portfolio to 8.0%, lowering the target price to INR1,375. The brokerage reiterated Buy and named Lodha its preferred pick among large developers.

why it matters

Higher discount rates and cap rates reduce the calculated value of a developer, so the revision hit the target price rather than operating forecasts. For investors in India's residential sector, it shows how sensitive developer valuations are to required returns.

tags

Analyst RatingStockIndia

instruments

Lodha DevelopersLODHA

sources

  1. Buy Lodha Developers; target of Rs 1375: Motilal Oswal — TradingView, 3 November 2026 at 10:53 UTC
  2. Buy Indigo Paints; target of Rs 1150: Motilal Oswal — TradingView, 3 November 2026 at 10:53 UTC
  3. Buy Gabriel India; target of Rs 1664: Motilal Oswal — TradingView, 3 November 2026 at 10:53 UTC
  4. Buy Devyani International; target of Rs 155: Motilal Oswal — TradingView, 3 November 2026 at 10:53 UTC
  5. Buy Birla Corporation; target of Rs 1100: Motilal Oswal — TradingView, 3 November 2026 at 10:53 UTC
  6. Buy Atlanta Electricals; target of Rs 1980: Motilal Oswal — TradingView, 3 November 2026 at 10:53 UTC

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