External broker reports(aggregated public sources), HDFC Securities

HDFC Securities

External broker reports(aggregated public sources)

HDFC securities is the best online trading platform for stocks, IPOs, mutual fund in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

<ul><li>DLF has created a new benchmark in NCR luxury real estate with differentiated offerings like Camellias, Arbour, Privana</li><li>NCR developers are trying to mimic what DLF has created, though delivering substantial lower product value to customers</li><li>NCR buyer profile is largely HNI families buying home with INR 60mn+ ticket size</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

DLF has created a new benchmark in NCR luxury real estate with differentiated offerings like Camellias, Arbour, PrivanaNCR developers are trying to mimic what DLF has created, though delivering substantial lower product value to customersNCR buyer profile is largely HNI families buying home with INR 60mn+ ticket sizeContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

DLF: Play on Premiumization. Maintain BUY

<ul><li>In FY24, DLF recorded its annual presales of INR 148bn (-2% YoY), beating its annual guidance of INR 130bn</li><li>This was mainly due to sustained demand in underlying markets and a diversified pipeline of new products</li><li>DLF had a major new launch – Privana South—which recorded &gt;50% of annual presales at INR 72bn</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

In FY24, DLF recorded its annual presales of INR 148bn (-2% YoY), beating its annual guidance of INR 130bnThis was mainly due to sustained demand in underlying markets and a diversified pipeline of new productsDLF had a major new launch – Privana South—which recorded &gt;50% of annual presales at INR 72bnContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

DLF: Luxury Offerings Gaining Steam. Maintain BUY

<ul><li>DLF in FY23 recorded its highest-ever annual presales of INR 150.6bn (+107% YoY), beating its annual guidance of INR 80bn</li><li>This was mainly due to strong demand for its luxury project—The Arbour—which recorded presales of more than INR 80bn</li><li>For FY24, it expects to achieve INR 120-130bn in presales, backed by 11.2msf of launches with a sale potential of INR 197bn</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

DLF in FY23 recorded its highest-ever annual presales of INR 150.6bn (+107% YoY), beating its annual guidance of INR 80bnThis was mainly due to strong demand for its luxury project—The Arbour—which recorded presales of more than INR 80bnFor FY24, it expects to achieve INR 120-130bn in presales, backed by 11.2msf of launches with a sale potential of INR 197bnContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

DLF: A transformational year. Maintain BUY

DLF Ltd -  A Transformational Year. Maintain BUY

External broker reports(aggregated public sources), Motilal Oswal Financial Services Limited

Motilal Oswal

Motilal Oswal Financial Services Limited

Motilal Oswal Financial Services Limited is an Indian diversified financial services firm offering a range of financial products and services. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<ul><li>In FY21, DLF identified a project pipeline of 35msf across different segments to be launched in New Delhi, Gurugram, Chennai, Panchkula and Goa where it continued to hold legacy land parcels.</li><li>Except ONE Midtown, Delhi, the new launches for DLF since FY21 have largely comprised low-rise floors/plotted developments across its value homes/luxury segments in Gurgram, Chennai and Panchkula.</li><li>Over the last 24 months, DLF has launched ~9msf of low-rise products with sales potential of ~INR100b of which it has already sold INR76b, including sales done but yet to be booked as of Sep'22.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

In FY21, DLF identified a project pipeline of 35msf across different segments to be launched in New Delhi, Gurugram, Chennai, Panchkula and Goa where it continued to hold legacy land parcels.Except ONE Midtown, Delhi, the new launches for DLF since FY21 have largely comprised low-rise floors/plotted developments across its value homes/luxury segments in Gurgram, Chennai and Panchkula.Over the last 24 months, DLF has launched ~9msf of low-rise products with sales potential of ~INR100b of which it has already sold INR76b, including sales done but yet to be booked as of Sep'22.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

DLF - Decoding the Near-Term Launch Pipeline

India

DLF Limited is an Indian commercial real estate development company that develops residential, commercial, and retail properties, including luxury residential complexes, office spaces, and shopping malls. The company operates across various locations in India, with a significant presence in Gurugram, Delhi, Hyderabad, Noida, and Chennai. DLF Limited was founded by Chaudhary Raghvendra Singh in 1946 and is headquartered in Gurugram, Haryana, India.

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DLF (DLFU IN)

DLF: Play on Premiumization. Maintain BUY

DLF has created a new benchmark in NCR luxury real estate with differentiated offerings like Camellias, Arbour, Privana. NCR developers are trying...

HDFC Securities

DLF: Luxury Offerings Gaining Steam. Maintain BUY

In FY24, DLF recorded its annual presales of INR 148bn (-2% YoY), beating its annual guidance of INR 130bn. This was mainly due to sustained demand...

HDFC Securities

DLF: A transformational year. Maintain BUY

DLF in FY23 recorded its highest-ever annual presales of INR 150.6bn (+107% YoY), beating its annual guidance of INR 80bn

HDFC Securities

DLF Ltd - A Transformational Year. Maintain BUY

DLF in FY23 recorded its highest-ever annual presales of INR 150.6bn (+107% YoY), beating its annual guidance of INR 80bn. This was mainly due to...

HDFC Securities

DLF - Decoding the Near-Term Launch Pipeline

n FY21, DLF identified a project pipeline of 35msf across different segments to be launched in New Delhi, Gurugram, Chennai, Panchkula and Goa...

Motilal Oswal

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