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Earnings Call

DLF Earnings Call: Key Takeaways

DLF delivered strong FY26 performance with Revenue at ₹10,174 cr and PAT at ₹4,408 cr. The company maintains a robust net cash position of ₹14,155 cr and record collections.

Why this was an Alfa AlertNot a filter event. Management explicitly stated sales bookings of ₹20,143 cr were 'Inline with Guidance'.
Highlights
Revenue growthFY26 revenue reached ₹10,174 cr on reported basis.
MarginsDevelopment business embedded gross margins at 45% for FY26.
Order bookLaunch pipeline of ~25 msf with ₹60,215 cr sales potential.
Demand visibilitySustained demand for quality products; sales bookings inline with guidance.
Management confidenceHigh, citing strong fundamentals and record collections of ₹13,517 cr.

Growth

FY26 Revenue grew to ₹10,174 cr; PAT grew to ₹4,408 cr. Sales bookings reached ₹20,143 cr, noted as inline with guidance.

Outlook

Medium-term launch pipeline of ~60k+ crore across ~25 msf. Aiming for ₹10,000 crore rental income in the medium term.

Risks

Risks include interest rate fluctuations, government policy changes, and potential time/cost overruns on large-scale construction projects.

Source

Earnings Call filed with BSE, NSE: DLF. Summary written with AI assistance from the document.

Read the document ↗

DLF Ltd: key numbers

Share price
₹683.00
Market cap
₹1,69,064 Cr
Revenue (annual)
₹8,194 Cr
Net profit (annual)
₹4,415 Cr
P/E (TTM)
38.0×Sector 35.8×
Promoter holding
74.08%+0.00% QoQ
FII holding
12.31%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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