DLF Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
DLF reported Q1 FY27 collections of INR 2,406 crores and net cash of INR 15,200 crores, while new sales bookings were INR 657 crores due to the deferred launch of Aureva. Consolidated revenue at DLF Limited stood at INR 1,605 crores with EBITDA of INR 476 crores, and net profit was INR 794 crores versus INR 766 crores a year earlier. DCCDL revenue grew 10% year-over-year to INR 1,917 crores with net profit of INR 717 crores, and management discussed leasing progress across office and retail rental assets including the newly operational Goa mall.
DLF reported record collections of over Rs 13,500 crores for FY26, up 15% year-over-year, with new sales bookings of Rs 20,143 crores in line with guidance, led by Privana North, West Park and Dahlias. Consolidated Q4 revenue stood at approximately Rs 2,452 crores with a net profit of Rs 1,256 crores, while FY26 net profit was Rs 4,256 crore, up 16%. Management also announced a dividend of Rs 8 per share, a 33% increase year-over-year, and confirmed the development business achieved a zero gross debt position during the fiscal.