DLF Limited — Investor Meet, 27-03-2025: Analysts/Institutional Investor Meet/Con. Call Updates
DLF Limited held an Analysts/Investors meet where management presented strategic insights and financial updates. Key attendees included the Chairman and several Managing Directors. The company emphasized its strong earnings potential, reporting a revenue of around ₹13,000 crore and an EBITDA of over ₹7,000 crore. DLF is focused on maintaining robust margins, reducing net debt to approximately ₹14,000 crore, and achieving net cash generation from projects. The company highlighted its unique business model, combining development and rental sectors, as well as its commitment to cash flow and shareholder returns, with dividends expected to grow. The management noted plans to invest ₹20,000 crore in CAPEX over five years, targeting rental revenue of ₹10,000 crore by FY30. The presentation underscored confidence in long-term growth, emphasizing a solid pipeline and substantial land bank, though investors should remain cautious about market fluctuations. Overall, this reflects a positive outlook for DLF's future performance, bolstered by strategic management and execution discipline.
