Lloyds Realty Enters Logistics Sector with ₹302 Crore Taloja Project

Lloyds Enterprises Limited has announced a major strategic move through its subsidiary, Lloyds Realty Developers Limited (LRDL), marking its entry into the rapidly growing warehousing and logistics infrastructure sector. LRDL has signed a non-binding Memorandum of Understanding (MoU) with Calculus Logistech Pvt Ltd (CLPL) and its existing shareholders.

Under the terms of the MoU, LRDL will acquire a 51% equity stake in CLPL for ₹60 crore. Additionally, LRDL will extend up to ₹242 crore as structured secured debt to CLPL. This funding will support contiguous land aggregation and regulatory approvals for a prime ~99-acre land parcel in the Taloja region near Navi Mumbai, with potential for an additional ~32 acres.

Development Vision for the Logistics Hub

The land, located just 40 km from central Mumbai in the well-developed Taloja industrial zone, is planned to be transformed into a world-class logistics and warehousing hub. The project could also cater to industrial or data centre use depending on final land development permissions and market demand. This flexibility offers LRDL the opportunity for significant value creation through the future sale or lease of the developed property.

Timeline and Revenue Potential

The land aggregation process is expected to be completed within nine months of executing definitive agreements. LRDL aims to monetise the project through sale or lease of plots within 24 months after aggregation. If executed as planned, the development could generate over ₹1,250 crore in revenue over three to four years, subject to final land use and market absorption.

Strategic Diversification Initiative

This initiative is part of Lloyds Enterprises’ broader strategic vision to diversify its business beyond its core segments in engineering and metals. By entering high-potential real estate and logistics asset classes, the company aims to deliver long-term shareholder value and capitalise on India’s booming infrastructure sector.

Lloyds Enterprises Share Price Performance

On July 11, 2025, Lloyds Enterprises share price opened at ₹91.50, down from its previous close of ₹92.86. At 10:43 AM, the share price of Lloyds Enterprises was trading at ₹90.54, down by 2.50% on the NSE.

Also Read: Best Real Estate Stocks in July 2025!

Conclusion

Lloyds Realty’s proposed investment in CLPL marks a significant step into the logistics and warehousing space. The project not only supports the company's diversification goals but also positions it well to benefit from India's expanding industrial and logistics infrastructure landscape.

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