DLF Limited — Investor Meet, 07-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

DLF reported Q1 collections of INR 2,406 Cr and operating cash flow over INR 1,300 Cr, with net cash at INR 15,200 Cr. Sales bookings were INR 657 Cr due to a deferred senior living launch (Aureva). Revenue stood at INR 1,605 Cr, EBITDA at INR 476 Cr, and net profit at INR 794 Cr (+ YoY). The rental portfolio exceeds 50 million sq ft with high occupancy, seeing green shoots in office leasing despite geopolitical concerns. All three malls are set to be operational this fiscal. Management sees FY28 as an inflection point for P&L recognition from large projects like Arbour. The company is focused on strategic land investments and has a deep pipeline for its rental business.