Lodha Developers delivered a robust performance in the fourth quarter of FY26, reporting a 23 per cent year-on-year increase in pre-sales to Rs 5,890 crore. However, despite this strong finish, the company missed its full-year sales target due to demand disruptions linked to geopolitical tensions in West Asia. Annual pre-sales rose 16 per cent to Rs 20,530 crore, reflecting underlying resilience in India’s real estate sector. While urban housing demand remains structurally strong, external uncertainties and cautious buyer sentiment tempered growth.