风险回报更新：Lodha Developers Limited | 亚太

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M

Update

August 17, 2026 04:26 PM GMT

Lodha Developers Limited | Asia Pacific

Morgan Stanley Asia Limited+

Praveen K Choudhary

Equity Analyst

Risk Reward Update

What’s Changed

Updated Components

EPS

Investment Thesis

Bull Base Bear Scenarios

Lodha Developers Limited (LODH.NS, LODHA IS)

India Property | India

Risk Reward for Lodha Developers Limited (LODH.NS) has been

updated

Reason for change

We make limited changes to our estimates post F1Q27 results,

F2027-29e EPS decline marginally as we fine-tune ASP assumptions for ready

inventory.

Stock Rating

Industry View

Price target

Shr price, close (Aug 17, 2026)

52-Week Range

Overweight

Attractive

Rs1,450.00

Rs1,254.00

Rs1,344.95-650.80

Fiscal Year Ending

03/26 03/27e 03/28e 03/29e

EPS (Rs)**

Prior EPS (Rs)**

34.34

40.38

40.58

48.16

48.38

54.69

54.92

Unless otherwise noted, all metrics are based on Morgan Stanley ModelWare

framework

** = Based on consensus methodology

e = Morgan Stanley Research estimates

We make no changes to our broader earnings outlook, and thus our PT and scenario

values are unchanged.

Morgan Stanley does and seeks to do business with

companies covered in Morgan Stanley Research. As a result,

investors should be aware that the firm may have a conflict of

interest that could affect the objectivity of Morgan Stanley

Research. Investors should consider Morgan Stanley

Research as only a single factor in making their investment

decision.