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 2026-11-05 close
Latest results: DLF Sep 2026 · LODHA Sep 2026
At a glance
- DLF Limited is the larger company by market value, about 1.6 times the size of Lodha Developers Limited.
- On trailing earnings, Lodha Developers Limited trades at the lower P/E (27.0 against 50.4).
- Lodha Developers Limited earns the higher return on equity (17.2% against 8.0%).
- Over three years Lodha Developers Limited has grown profits faster (57% a year against 28%).
- Over the past year the share prices returned -4.0% (DLF) and +0.4% (LODHA).
| Metric | DLF DLF |
Lodha Developers LODHA |
|---|---|---|
| Size and price | ||
| Market cap | ₹184,460 Cr | ₹117,492 Cr |
| Share price | ₹745.20 | ₹1,175.80 |
| Valuation | ||
| P/E | 50.39 | 27.00 |
| P/B | 4.06 | 4.65 |
| EV/EBITDA | 189.64 | 20.50 |
| PEG | 1.80 | 0.47 |
| Dividend yield | 0.8% | 0.4% |
| Profitability | ||
| ROE | 8.0% | 17.2% |
| ROCE | 6.0% | 17.0% |
| Operating margin | 15.3% | 33.1% |
| Sales (TTM) | ₹6,375 Cr | ₹18,851 Cr |
| Net profit (TTM) | ₹3,661 Cr | ₹4,352 Cr |
| Growth | ||
| Latest quarter sales YoY | -23.3% | +17.6% |
| Latest quarter profit YoY | +28.4% | +28.3% |
| 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 | 0.41 |
| Interest cover | 6.58 | 6.97 |
| Ownership | ||
| Promoter holding | 74.1% | 70.3% |
| Promoter change (4 qtrs) | +0.00 pp | -1.58 pp |
| Price performance | ||
| Return 1M | +11.88% | +3.54% |
| Return 3M | +14.81% | -5.94% |
| Return 1Y | -4.04% | +0.38% |
| Return YTD | +8.41% | +10.79% |
| Technical condition | ||
| Technical score | 87 | 64 |
| RS rating (1-99) | 77.00 | 72.00 |
| % vs 200-DMA | +18.87% | +15.26% |
| RSI (14) | 74.45 | 63.93 |
| % from 52-week high | -5.01% | -12.58% |
