ALFA Finder| Revenue growth | Rental revenue up 10% YoY; pre-sales impacted by launch timing. |
|---|---|
| Margins | Significant gross margin potential unlocking starting FY28. |
| Demand visibility | Strong luxury residential demand and recovering international corporate leasing interest. |
| Management confidence | Confident, shifting focus from sales volume to high-margin price realization. |
Growth
Rental income grew 10% YoY, while pre-sales were muted due to timing of launches.
Outlook
FY28 is cited as a major inflection point for P&L contribution from large projects.
Risks
Regulatory delays in Goa and senior living launches could impact near-term booking targets.
Last quarter's promises, checked
Delivered
- Guided zero gross debt in Devco → delivered zero gross debt (= BEAT)
- Guided 50msf rental portfolio → delivered 50msf (= BEAT)
- Guided 95% occupancy → delivered 95% (= BEAT)
Partly delivered
- Guided INR 20k Cr sales → delivered INR 20,143 Cr (= PARTIAL)
Missed
- Guided FY26 launches → deferred Goa and senior living (= MISS)
Earnings Call Transcript filed with BSE, 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