DLF Limited — Investor Meet, 04-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

DLF delivered strong Q2 FY26 sales bookings over ₹4,300 Cr, pushing H1 sales past ₹15,750 Cr, on track with guidance. Collections hit ₹2,672 Cr with high efficiency. Consolidated revenue was ₹2,262 Cr, EBITDA ₹902 Cr, and PAT ₹1,171 Cr (includes ₹600 Cr settlement impact). DLF aims for gross debt zero, currently at ₹1,487 Cr.

Management sees robust demand, especially in luxury housing, boosted by Mumbai's Westpark. Upcoming launches include Goa, Arbour 2, and Privana. The rental business is solid, with DCCDL income up 15% YoY to ₹1,362 Cr. New assets like Atrium Place will further boost rentals. Management remains confident in growth across all segments, focusing on quality and customer satisfaction.