NSEAnalysts/Institutional Investor Meet/Con. Call Updates4d ago · 16 Oct 2026, 06:33 pm
Analysts/Institutional Investor Meet/Con. Call Updates
DLF Limited · DLF
✦ AI Summary▲ PositiveResults
DLF Limited announced Q2FY27 Results Presentation, with a scheduled earnings call on October 17, 2026, to discuss the quarterly results. The presentation highlights strong balance sheet, high efficiency across projects, and healthy cash generation. DLF Group's business overview includes development and leasing of residential and commercial properties, asset management, and hospitality vertical.
Analysis Scores
Earnings Impact8/10
Growth Catalyst6/10
Governance Concern2/10
Regulatory Risk1/10
Balance Sheet Risk5/10
Liquidity Impact9/10
Market Sentiment8/10
✦ Ask a Question
Ask anything about this announcement — AI will answer based on the filing content.
Full Announcement
Q2FY27 Results Presentation
Attachments (1)
📄pdf
Download →
DLF_16102026183318_Letter.pdf
View document text
DLF LIMITED
DLF Gateway Tower, R Block,
DLF City Phase – III, Gurugram – 122 002,
Haryana (India)
Tel.: (+91-124) 4396000, investor-relations@dlf.in
16th October 2026
The General Manager The Vice-President
Dept. of Corporate Services National Stock Exchange of India Limited
BSE Limited Exchange Plaza, Bandra Kurla Complex,
P.J. Tower, Dalal Street, Mumbai – 400 001 Bandra(E), Mumbai – 400 051
Sub: Schedule of Earnings Call
Dear Sir/ Madam,
In continuation to the intimation dated 14th October 2026 and in compliance with
Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and
Disclosure Requirements) Regulations, 2015, an Investor/ Analyst call to discuss the Q2FY27
Results Presentation, will be held on Saturday, 17th October 2026 at 12.00 Hrs. (IST).
The details to join the call are mentioned below:
Webcast Participation Link
https://event.choruscall.com/mediaframe/webcast.html?webcastid=wabS4QGF
A copy of ‘Q2FY27 Results Presentation’ proposed to be made is enclosed herewith.
This is for your kind information and record please.
Thanking you,
Yours faithfully,
For DLF Limited
R. P. Punjani
Company Secretary
Encl.: As above
Regd. Office: DLF Shopping Mall, 3rd Floor, Arjun Marg, DLF City, Phase-I, Gurugram -122 002, Haryana (India)
CIN: L70101HR1963PLC002484; Website: www.dlf.in
DLF Limited
Q2FY27
Results Presentation
The Aureva, Gurugram Render; not an actual image 1
Disclaimer
This presentation contains certain forward-looking statements regarding DLF’s business prospects and business profitability. These statements are based on
current expectations, assumptions, and projections about future events and are subject to a variety of risks and uncertainties, which are beyond the control
of the Company, and therefore, actual results may differ materially from those expressed or implied in such forward-looking statements. The risks and
uncertainties relating to such statements include, but are not limited to, earnings fluctuations, our ability to manage growth, competition, economic growth in
India, ability to attract & retain highly skilled professionals, time & cost overruns on contracts, government policies and actions related to investments,
regulation & policies etc., interest & other fiscal policies generally prevailing in the economy.
The Company undertakes no obligation to update, revise, publish or make any announcements in case any of these forward-looking statements become
incorrect in future, whether as a result of new information, future events, or otherwise.
Figures used to present the Group overview, financial, and operational position include the entire business and do not account for any minority interests and
are intended to represent the overall scale and size of the enterprise operations.
Proforma numbers and other financial or operational data presented in this presentation are based on management’s best estimates for the purpose of
segmental bifurcation between businesses. The grouping or representation of the figures may differ from those in the audited/published results/information
and may be subject to change without notice. The figures/grouping presented herein are intended solely to provide for directional overview of the respective
business segments and should not be construed as audited financial information.
All area represented in msf within the presentation above should be read with a conversion factor of ~ 1 msf = 92,903 sq. meters. Area/Land bank/Potential
represents Saleable/Leasable Area.
By attending this presentation and viewing its contents, you acknowledge the foregoing limitations.
Presentation Agenda
S.No. Section
I. Key Highlights
II. DLF Group Overview
This is a
sample text.
III. Development Business : Business Update
IV. Annuity Business : Business Update
V. DLF Limited : Financial Update
VI. DLF Cyber City Developers Limited [DCCDL] : Financial Update
Q2FY27 Key Highlights
DLF Limited
Collections Operating Cash Flow Net Cash Position Sales Bookings
INR 15,084 cr
INR 2,780 cr INR 1,858 cr
INR 3,800 cr
Strong Balance Sheet
High efficiency across all projects Healthy cash generation
Rera 70% A/c : INR 12,270 cr
DCCDL
Rental Income Net Debt Credit Rating
ICRA AAA/Stable
INR 18,420 cr
INR 1,482 cr
Net Debt –to–EBITDA : 3.1
Y-o-Y growth of 9%
Net Debt-to-GAV : 0.18 CRISIL AAA/Stable
Sustained performance across parameters
5-Year Performance Summary [DLF Limited : FY22 – FY26]
Net Cash Position
PAT (DLF Limited)
₹ 14,155 cr
₹ 4,408 cr
₹ 1,513 cr
-₹ 2,680 cr
FY22 FY26 FY22 FY26
RoE (DLF Limited)
Dividend (DLF Limited)
₹ 1,980 cr
₹ 743 cr
FY22 FY26 FY22 FY26
Strong Financial Performance
DLF Group – Business Overview
DLF Group
Development Business Annuity Business
❑ Development & Sale of Residential/Commercial:
❑ Development & Leasing of Offices
▪ High-rise condominiums
❑ Development & Leasing of Retail Malls
▪ Low-rise independent floors
❑ Asset Management [CAM/Services business]
▪ Plotted development
❑ Hospitality vertical [Hotels / Clubs / F&B]
▪ Shop-cum-Offices [SCOs]
Operating Structure Operating Structure
DLF Limited DLF Limited
Other
DLF Home
Other Joint Ventures Joint Ventures Subsidiaries
Developers
Subsidiaries [100%]
Limited
Midtown, Delhi Mumbai DCCDL Atrium Place Hospitality Business
DMPL Services & Asset
[50%] Management
Diversified & differentiated business model
Strong Fundamentals
▪ We have established a strong and diversified business:
✓ Development business delivering high margins and strong cash flows
✓ Rental business providing consistently growing income streams
✓ Hospitality business along with Services/Asset management complementing both businesses
▪ Demonstrated track record of 8 decades of customer centricity, adhering to best practices in corporate governance &
maintaining highest standards of safety & compliances resulting in a Strong Brand positioning
▪ The organization possesses a high-quality land bank and has created integrated ecosystems offering superior products
leading to significant value creation for all stakeholders
▪ We operate as a diversified enterprise having significant presence in both Development and Annuity businesses
enabling the organization to operate with a remarkably differentiated model
▪ Past few year’s performance has laid down a strong foundation and clear visibility of future earnings and cash flows;
future performance will only enhance this growth and financial position of the Group
▪ Focus for the Group remains on prioritizing customer satisfaction and expectations, strong cash flow generation and
higher margin delivery
DLF Group : Financial Overview [on Reported basis]
DLF Limited
Revenue EBITDA PAT
₹ 8,996 cr ₹ 9,816 cr ₹ 4,357 cr ₹ 4,408 cr
₹ 3,111 cr ₹ 3,070 cr
₹ 6,958 cr ₹ 2,655 cr
₹ 2,733 cr
₹ 2,095 cr
₹ 3,902 cr ₹ 1,536 cr
FY24 FY25 FY26 H1FY27 FY24 FY25 FY26 H1FY27 FY24 FY25 FY26 H1FY27
DCCDL
Revenue EBITDA PAT
₹ 7,393 cr
₹ 6,448 cr
₹ 5,903 cr ₹ 5,718 cr
₹ 4,484 cr ₹ 4,949 cr ₹ 2,461 cr ₹ 2,721 cr
₹ 3,931 cr
₹ 3,011 cr ₹ 1,690 cr ₹ 1,469 cr
FY24 FY25 FY26 H1FY27 FY24 FY25 FY26 H1FY27 FY24 FY25 FY26 H1FY27
Note: 1) DLF Limited figures are on consolidated basis, however, as per prescribed accounting standards, DCCDL/Other JVs are not consolidated line-by-line and only DLF’s share of Profit/loss is accounted;
Development Business
Business Update
The Arbour, Gurugram Perspective image 9
Development Business – A strong growth engine
High Quality ▪ High quality land bank at established locations; significant upside from TOD/TDR policy
Land Bank
▪ Sustained growth from existing land bank; no dependency on incremental acquisitions
▪ Consistent capital appreciation for customers; attractive returns comparable to other asset classes
Value creation
▪ Integrated ecosystems along with infrastructure upgradation continues to support further value creation
High Margin ▪ Low-cost land bank coupled with luxury /super-luxury offerings to deliver consistent margin accretion
Potential
▪ Ability to take advantage of opportunistic land
[Showing first 8,000 characters — download PDF for full document]