DLF Limited — Investor Meet, 29-01-2026: Analysts/Institutional Investor Meet/Con. Call Updates

DLF reported robust Q3 performance with record gross collections of Rs. 5,100 Cr. Nine-month net collections rose 21% YoY to Rs. 10,216 Cr, driving net surplus cash generation of Rs. 6,432 Cr. The development business achieved zero gross debt. Consolidated revenue grew 43% to Rs. 2,479 Cr, EBITDA by 39% to Rs. 848 Cr, and PAT by 14% to Rs. 1,207 Cr. New sales were Rs. 419 Cr, impacted by a temporary Dahlias pause for redesign, now resumed. Annuity business shows strong leasing, low vacancies, and projected FY27 earnings of Rs. 7,400-7,500 Cr. Management remains confident with a strong project pipeline.