LOTUSDEV
Sri Lotus Developers and Realty Limited
If management delivers what it guided
arithmetic on filed guidance and past valuations · not a price target
LOTUSDEV
FY26 → FY27 · 1 year of guidance · ~0.7 years from today₹200 today
BEAR
₹121
-40%
31.8% a year · 18.9x exit
BASE
₹224
+12%
55% a year · 29.8x exit
BULL
₹383
+91%
74.7% a year · 45.2x exit
Where the market has priced it
14x41x today63x
- this company has too little filed history for a multiple band of its own, so the exit multiple is the median of 22 Real Estate Development peers
How these numbers are produced
| Earnings base | FY26 fiscal year EPS ₹4.85 (screener) |
|---|---|
| Guided growth | 55% a year, said on the call of 13-Feb-2026 · transcript |
| Read across as | operating: PAT growth guided directly — high confidence |
| Delivery calibration | 0.58x / 1x / 1.36x of what was guided — measured: 76 annual guided-vs-filed pairs + 77 near-complete quarterly years — NSE transcripts against the companies' own filings |
| Exit multiple | 18.88x / 29.75x / 45.17x, this company’s own p20 / median / p80 across 22 filed years |
| Filed-industry peers | median 29.75x across 22 peers — the cross-check, not the input |
| Arithmetic | base EPS × (1 + guided growth × delivery)1 × exit multiple |
Arithmetic on management’s own guidance and this company’s own past valuations. Not a price target, not a recommendation, and not a forecast of what the stock will do.
What management said
from a third-party research digest · not our own extraction
implied earnings growth 55%
For FY27, management upgraded guidance to pre-sales of INR1,800 to INR2,000 crores, alongside revenue growth of 55% to 60% and PAT growth of 55% to 60%.
Call 13-Feb-2026 · bridge confidence high · transcript PDF