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LODHA - Swing Trade Analysis with AI Signals

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Rating: 3.8

Last Updated Time : 19 Jun 26, 11:28 am

Here’s the structured swing trade analysis for Macrotech Developers (LODHA) based on the provided parameters

Swing Trade Rating: 3.8

Stock Code LODHA Market Cap 92,354 Cr. Current Price 924 ₹ High / Low 1,510 ₹
Stock P/E 31.6 Book Value 222 ₹ Dividend Yield 0.46 % ROCE 14.6 %
ROE 14.0 % Face Value 10.0 ₹ DMA 50 894 ₹ DMA 200 1,006 ₹
Chg in FII Hold -2.25 % Chg in DII Hold 1.45 % PAT Qtr 794 Cr. PAT Prev Qtr 1,146 Cr.
RSI 55.9 MACD 8.02 Volume 20,70,698 Avg Vol 1Wk 21,30,773
Low price 651 ₹ High price 1,510 ₹ PEG Ratio 0.60 Debt to equity 0.48
52w Index 31.8 % Qtr Profit Var 7.12 % EPS 29.2 ₹ Industry PE 27.3

📊 Lodha is trading at ₹924, slightly above its 50 DMA (₹894) but below its 200 DMA (₹1,006), showing mixed momentum. RSI at 55.9 indicates neutral conditions, while MACD (8.02) confirms mild bullish bias. Volumes (20.7L) are close to weekly averages (21.3L), suggesting steady participation. Valuations are moderately high (P/E 31.6 vs industry 27.3), while quarterly PAT declined (₹1,146 Cr → ₹794 Cr), raising concerns. ROCE (14.6%) and ROE (14.0%) remain decent, though debt-to-equity at 0.48 shows moderate leverage.

💡 Optimal Entry: ₹880–₹900 (near 50 DMA support zone)

🚪 Exit if Holding: Profit-taking zone around ₹980–₹1,000; Stop-loss below ₹880

✅ Positive

  • ROCE (14.6%) and ROE (14.0%) show decent efficiency
  • PEG ratio of 0.60 indicates fair valuation relative to growth
  • DII holdings increased (+1.45%)

⚠️ Limitation

  • P/E ratio (31.6) slightly higher than industry average (27.3)
  • Quarterly PAT declined from ₹1,146 Cr to ₹794 Cr
  • Debt-to-equity ratio at 0.48 shows moderate leverage

📉 Company Negative News

  • FII holdings decreased (-2.25%), showing reduced foreign investor confidence
  • Stock trading far below 52-week high (₹1,510), limiting bullish sentiment

📈 Company Positive News

  • DII holdings increased (+1.45%), showing domestic support
  • EPS of ₹29.2 supports earnings strength

🏭 Industry

  • Industry P/E at 27.3, slightly lower than Lodha’s valuation
  • Real estate sector remains cyclical, influenced by interest rates and demand trends

🔎 Conclusion

Lodha shows fair valuation and institutional support but faces earnings decline and moderate leverage. Swing traders may enter near ₹880–₹900 for better risk-reward. Existing holders should look to exit near ₹980–₹1,000 or on weakness below ₹880.

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