DLF Limited vs Lodha Developers Limited
An objective side-by-side of DLF and LODHA, both in Construction: valuation, profitability, growth, balance sheet, ownership and share-price performance. Where one number is clearly better on its own terms (lower P/E, higher ROE), it is shaded. That is a description, not a recommendation.
Prices as of 2026-09-21 close
Latest results: DLF Mar 2026 · LODHA Jun 2026
At a glance
- DLF Limited is the larger company by market value, about 1.4 times the size of Lodha Developers Limited.
- On trailing earnings, Lodha Developers Limited trades at the lower P/E (27.5 against 48.9).
- Lodha Developers Limited earns the higher return on equity (17.7% against 7.3%).
- Over three years Lodha Developers Limited has grown profits faster (57% a year against 28%).
- Over the past year the share prices returned -14.9% (DLF) and -4.2% (LODHA).
| Metric | DLF DLF |
Lodha Developers LODHA |
|---|---|---|
| Size and price | ||
| Market cap | ₹163,432 Cr | ₹113,712 Cr |
| Share price | ₹660.25 | ₹1,138 |
| Valuation | ||
| P/E | 48.91 | 27.54 |
| P/B | 3.59 | 4.88 |
| EV/EBITDA | 112.99 | 21.10 |
| PEG | 1.75 | 0.48 |
| Dividend yield | 0.9% | 0.4% |
| Profitability | ||
| ROE | 7.3% | 17.7% |
| ROCE | 6.0% | 17.0% |
| Operating margin | 17.7% | 32.2% |
| Sales (TTM) | ₹8,194 Cr | ₹18,182 Cr |
| Net profit (TTM) | ₹3,341 Cr | ₹4,129 Cr |
| Growth | ||
| Latest quarter sales YoY | -42.0% | +43.1% |
| Latest quarter profit YoY | -18.1% | +103.4% |
| Sales CAGR 3Y | +13.0% | +21.0% |
| Profit CAGR 3Y | +28.0% | +57.0% |
| Sales CAGR 5Y | +9.0% | +25.0% |
| Profit CAGR 5Y | +29.0% | +59.0% |
| Financial strength | ||
| Debt/Equity | 0.01 | 0.43 |
| Interest cover | 6.58 | 6.97 |
| Ownership | ||
| Promoter holding | 74.1% | 70.3% |
| Promoter change (4 qtrs) | +0.00 pp | -1.59 pp |
| Price performance | ||
| Return 1M | -2.35% | -8.23% |
| Return 3M | +5.20% | +22.81% |
| Return 1Y | -14.88% | -4.19% |
| Return YTD | -3.95% | +7.23% |
| Technical condition | ||
| Technical score | 42 | 41 |
| RS rating (1-99) | 56.00 | 73.00 |
| % vs 200-DMA | +4.75% | +11.37% |
| RSI (14) | 50.85 | 44.18 |
| % from 52-week high | -16.93% | -15.39% |
