Real estate major DLF Ltd delivered robust financial results for the quarter ended September 2026, with consolidated net profit rising 10% to ₹1,301 crore compared to ₹1,180 crore in the corresponding period of the previous year. According to the latest financial results, the company demonstrated strong profitability despite facing challenges in revenue generation and operating performance. The sequential performance showed even stronger momentum, with consolidated net profit attributable to owners rising 63.92% quarter-on-quarter from ₹793.90 crore in Q1 FY27. The company also reported new sales bookings of ₹3,800 crore during the quarter, highlighting strong demand for its residential projects, though this represented a 12% decline from ₹4,332 crore in the year-ago period due to reduced fresh housing inventory supply.
The company's consolidated revenue for the quarter stood at ₹2,297.30 crore, showing significant improvement from the previous year's revenue decline. DLF maintained a strong operating cash flow of ₹1,858 crore during the quarter, demonstrating robust cash generation capabilities. The company's net cash position stood at ₹15,084 crore despite a significant dividend outflow of ₹1,980 crore, reflecting strong financial management and liquidity position. This improved cash position provides a solid foundation for future growth initiatives and operational flexibility. In the first half of FY27, the company's net profit rose to ₹2,095.25 crore from ₹1,942.76 crore in the year-ago period, while total income for the six months fell to ₹3,902.86 crore from ₹5,242.68 crore in the corresponding period of the preceding year.
The company achieved a significant milestone with its luxury senior living project in Gurugram witnessing a complete sell-out for ₹1,985 crore, highlighting strong demand for premium housing segments. Recently, DLF sold all 172 senior living homes for ₹1,985 crore in Gurugram, underscoring robust demand for differentiated offerings. DLF Cyber City Developers Limited, the company's rental arm, reported consolidated revenue of ₹2,014 crore and EBITDA of ₹1,537 crore, showing 9% year-on-year growth. The company's rental portfolio spanning approximately 50 million square feet continues to demonstrate robust operating strength with industry-leading occupancy. Management emphasized that a strong operational portfolio, marquee destinations currently under development along with an identified pipeline have laid down a strong foundation to deliver steady and sustainable long-term growth across the rental business.
The positive financial results reflect DLF's operational efficiency and market positioning in the real estate sector, with the company maintaining its leadership position despite facing revenue and operating challenges. The 10% profit growth demonstrates strong fundamentals and effective business strategies, while the strong sales bookings of ₹3,800 crore and successful luxury project sell-out highlight robust demand. DLF shares closed at ₹675 on October 16, up 0.67% during the session, though the stock has declined 1.80% year-to-date and 12.30% over the past year. The stock has shown resilience with gains of 4.07% in one week, 8.38% in one month, and 14.46% in six months, while delivering strong long-term returns of 19.03% over three years and 55.21% over five years. As the country's largest real estate firm in terms of market capitalisation, DLF is well-positioned to capitalise on the structural upcycle in the sector on the back of a significant land bank, robust launch pipeline, strengthened balance sheet and consistent cash flow generation.
