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Earnings Call

DLF Earnings Call: Key Takeaways

DLF reported a strong FY26 with record collections of ₹13,500cr and net profit of ₹4,256cr (+16% YoY). The company achieved zero gross debt in its development business.

Why this was an Alfa AlertNot a filter event. New sales bookings of ₹20,143cr were reported as being 'in line with guidance'.
Highlights
Revenue growthFY26 revenue ~₹10,000cr; DCCDL revenue up 15% to ₹7,400cr.
MarginsConsolidated gross margin at 39% for FY26; Q4 at 46%.
Order bookSales bookings at ₹20,143cr; launch pipeline of ₹20,000cr.
Demand visibilityStrong underlying demand for super-luxury; 'Dahlias' seeing ₹135cr/unit pricing.
Management confidenceHigh; emphasizing margin and cash flow over pure pre-sales volume.

Growth

Annual revenue reached ~₹10,000cr; Q4 net profit stood at ₹1,256cr. New sales bookings hit ₹20,143cr.

Outlook

FY27 sales guidance of ₹20,000cr; launch pipeline of ~₹20,000cr. Dividend increased 33% to ₹8/share.

Risks

Potential deferral in tenant decision-making due to AI/geopolitics; patchy connectivity and regulatory hurdles in Goa.

Source

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

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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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