ALFA Finder| Management target | Revenue medium-term |
|---|
| Margins | Gross margin at 51%; high margin potential from low-cost land bank. |
|---|---|
| Order book | Total sales booked INR 83,667 cr; balance revenue to recognize INR 57,180 cr. |
| Demand visibility | Strong pipeline for super-luxury and luxury segments. |
| Management confidence | High, supported by record collections and net cash status. |
Growth
DLF Limited Q1FY27 Revenue at INR 1,605 cr, EBITDA at INR 476 cr (30% margin), and PAT at INR 794 cr.
Outlook
Launch pipeline of ~INR 60,215 cr remaining. Target rental income of ~INR 10,000 cr in medium term.
Risks
Potential market volatility and cost overruns; reliance on management estimates for sales and potential realizations.
Last quarter's promises, checked
Delivered
- Guided zero gross debt in development business → delivered zero gross debt (= BEAT)
- Guided INR 20,000 cr new sales bookings → delivered INR 20,143 cr (= BEAT)
- Guided ~INR 10,000 cr overall revenue → delivered ~INR 10,000 cr (= BEAT)
Partly delivered
- Guided 150 billion launch sales → delivered 130-140 billion expected (= PARTIAL)
- Guided launch of Moti Nagar Delhi phase 2 → deferred to FY28 (= PARTIAL)
Investor Presentation filed with NSE, NSE: DLF. Summary written with AI assistance from the document.
DLF Ltd: key numbers
- Share price
- ₹747.20
- Market cap
- ₹1,84,955 Cr
- Revenue (annual)
- ₹8,194 Cr
- Net profit (annual)
- ₹4,415 Cr
- P/E (TTM)
- 40.5×Sector 38.0×
- Promoter holding
- 74.08%+0.00% QoQ
- FII holding
- 11.43%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from DLF Ltd
All →DLF Acquisition Worth ₹3,750 Cr
DLF signed a binding term sheet with Everstone Group to form a JV investing in IREO India companies. DLF intends to invest approximately Rs 3,750 crore for a majority JV stake, with closing expected in 2027.
- Value
- ₹3,750 Cr
- Execution
- Closing expected during 2027
DLF Earnings Call Transcript: Key Takeaways
DLF delivered a robust quarter with consolidated revenue of ₹2,298 Cr, significantly bolstered by a ₹738 Cr one-time gain. The narrative centers on a successful luxury sell-out and a strategic transition toward long-term rental income.
DLF Investor Presentation: Key Takeaways
DLF delivered strong Q2FY27 performance with sales bookings of INR 3,800 cr and collections of INR 2,780 cr. The group maintains a robust net cash position of INR 15,084 cr.
DLF Results Update
DLF Limited reported consolidated revenue of Rs 2,298 crore and a net profit of Rs 1,301 crore for Q2FY27, supported by strong operating cash flows.
DLF Promoter Reclassification
DLF Limited's board approved the reclassification of Madhukar Housing and Development Company from 'Promoter' to 'Public' category, subject to stock exchange approval.
DLF Q2 FY27 Results: Net Profit ₹1,301 Cr, Up 10.3% YoY
DLF Ltd reported revenue from operations of ₹1,261 Cr (-23.3% YoY) and net profit of ₹1,301 Cr (+10.3% YoY) for Q2 FY27.
- Key figure
- Net profit ₹1,301 Cr · +10.3% YoY