DLF Limited — Q1FY27 earnings call summary

Filed 07 August 2026 · Official transcript

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