DLF Limited — Q1FY27 Earnings Call Summary

DLF · Q1FY27 · Filed 07 Aug 2026

Key Takeaways

• Privana next phase launch expected early next year; no plotted development planned
• Q1 FY27 collections at INR 2,406 Cr; operating cash flow over INR 1,300 Cr; net cash INR 15,200 Cr
• FY28 expected as inflection point with large projects like Arbour contributing to P&L
• Commercial leasing improving; new projects leasing at INR 200/sq ft; data center focus on real estate only
• Mumbai development over 5 mn sq ft planned; selective approach to new projects
• Rental income steady; malls ramping up; new data center expected to add rental by Mar-Apr 2027
• Dahlias expected to sell out in ~3 years; price appreciation prioritized over sales velocity
• Exit rentals for FY27 expected between INR 7,300-7,500 per sq ft
• Dahlias sales slower due to high price points (INR 100 Cr+ entry), experience center launch post-Diwali
• Rental portfolio 50 mn sq ft, occupancy >95%, revenue INR 1,605 Cr, EBITDA INR 476 Cr

📄 Source: View original transcript (PDF)

Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.