| Revenue growth | DLF Limited Q2FY27 revenue from operations at INR 1,261 cr. |
|---|---|
| Margins | Gross margin at 47% for Q2FY27. |
| Order book | Sales bookings at INR 3,800 cr for the quarter. |
| Demand visibility | Strong; backed by INR 33,400 cr receivables from sold projects. |
| Management confidence | High; citing healthy cash generation and strong balance sheet. |
Growth
PAT (after JV profits) reached INR 1,301 cr, up 31% YoY. Rental income grew 9% YoY to INR 1,482 cr.
Outlook
Aiming for INR 10,000 cr rental income in medium-term; launch pipeline of ~58k+ crore; expanding retail to 15% of portfolio.
Risks
Market-dependent selling prices and realizations; construction cost fluctuations and regulatory changes (TOD/TDR policies) could impact margins.
Last quarter's promises, checked
Delivered
- Guided 20B Goa Residential guidance maintained → Included in overall FY27 tracking (= BEAT)
- Guided 3 malls operational in FY27 → Goa mall OC received and soft launches completed (= BEAT)
- Guided consistent rental growth → Rental income grew 9% YoY (= BEAT)
Partly delivered
- Guided FY27 sales guidance of INR 20,000 cr → Q1 performance was 'muted' at 657 cr (= PARTIAL)
Investor Presentation filed with BSE, NSE: DLF. Summary written with AI assistance from the document.
DLF Ltd: key numbers
- Share price
- ₹666.30
- Market cap
- ₹1,64,930 Cr
- Revenue (annual)
- ₹8,194 Cr
- Net profit (annual)
- ₹4,415 Cr
- P/E (TTM)
- 36.1×Sector 33.7×
- 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 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 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
DLF Board Meeting Date
DLF Limited scheduled a board meeting for October 16, 2026, to consider and approve the standalone and consolidated financial results for the half-year ended September 2026.
DLF Promoter Reclassification
DLF Limited received a request from Madhukar Housing and Development Company to reclassify its promoter status to public. The Board will consider this request.