DLF Limited (DLF) Earnings Call Transcripts

DLF Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, DLF Limited reported consolidated revenue of INR 2,450 crores and a net profit of INR 1,256 crores, reflecting strong operational performance. The company achieved record collections of over INR 13,500 crores for the fiscal year, a 15% increase year-over-year, which contributed to a cash surplus of INR 7,700 crores, up 25%. Management maintained its sales guidance of INR 20,000 crores for FY '27, indicating confidence in sustained demand despite some deferrals in project launches.

Reported metrics

Guidance from management

Management maintained its sales guidance of INR 20,000 crores for FY '27, indicating confidence in sustained demand despite some project launch deferrals.

What management said

So I think in the current quarter -- in the current year, I think we had some accumulated losses in 1 of the -- 2 of the legal entities where we are now comfortable and we have recognized the deferred tax assets in the last financial year. And from a refund perspective, no, I think there will be the amount which we are seeing in the current year, I think we should continue to see those kind of flows coming through in...

Okay. So Puneet, I mean, Aakash, I'm not sure, Aakash unfortunately is traveling, so his connection is patchy. Aakash, are you around? Okay. So Aakash, you want to talk about the launch pipeline?

What analysts pressed on

Analysts expressed concerns about the stagnation in presales guidance, which has remained at INR 200 billion to INR 220 billion for three consecutive years. They are worried about the company's ability to grow in line with peers who are targeting higher presales figures.

Main topics on the call

• Record Collections — DLF achieved record collections of over INR 13,500 crores for FY '26, representing a growth of 15% year-over-year. Management noted, "Our collection efficiency across all our projects continues to remain extremely high, ...
• Strong Cash Generation — The company reported a healthy cash surplus generation of over INR 7,700 crores, reflecting a growth of 25%. This was attributed to robust sales and operational efficiency, as stated by management, "This performance refl...
• Sales Guidance Maintained — Management maintained its sales guidance of INR 20,000 crores for FY '27, indicating confidence in future demand. They stated, "We should hopefully be comfortably placed on that trajectory," despite some project launch d...
• Dividend Increase — The Board recommended a dividend of INR 8 per share, representing a 33% year-over-year increase. This decision aligns with the company's commitment to enhancing shareholder returns, as highlighted by management.

Read the full DLF Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 21 DLF Limited earnings call transcripts on record, spanning June 5, 2020 to August 4, 2026. Based on this history, DLF Limited reports quarterly. The most recent call on file is dated August 4, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

DLF

Exchange

NSEI

Country

IN

Sector

Real Estate

Industry

Real Estate Management and Development

Calls on record

21

First call

June 5, 2020

Most recent

August 4, 2026

Reporting cadence

quarterly