| 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
- ₹657.50
- Market cap
- ₹1,62,752 Cr
- Revenue (annual)
- ₹8,194 Cr
- Net profit (annual)
- ₹4,415 Cr
- P/E (TTM)
- 36.6×Sector 34.9×
- 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 Merger & Restructuring Worth ₹4.2 Cr
DLF Ltd, through its subsidiary, has agreed to acquire a 26.97% stake in Balang Renewables Private Limited for ₹4.20 crore. This acquisition aims to support captive power consumption.
- Value
- ₹4.20 Cr
- Execution
- Within 30 days
DLF Annual General Meeting
DLF Limited held its 61st Annual General Meeting on August 3, 2026, via video conferencing. Shareholders transacted ordinary and special business items.
DLF Investor Presentation: Key Takeaways
DLF Limited Q1FY27 results show strong cash flow with INR 1,317 cr OCF and a net cash position of INR 15,200 cr. Strategy focuses on high-margin luxury launches and expanding the annuity rental portfolio.
DLF Results Update
DLF reported Q1FY27 consolidated revenue of ₹1,605 Crore and a net profit of ₹794 Crore. The company also highlighted its operating cash flow generation.
DLF Board Meeting Outcome
DLF Limited has appointed M/s. Sanjay Gupta & Associates as Cost Auditors, as approved in the board meeting held on August 3, 2026.
DLF Q1 FY27 Results: Net Profit ₹793.9 Cr, Up 4.1% YoY
DLF Ltd reported revenue from operations of ₹1,280 Cr (-52.9% YoY) and net profit of ₹793.9 Cr (+4.1% YoY) for Q1 FY27.
- Key figure
- Net profit ₹793.9 Cr · +4.1% YoY