External broker reports(aggregated public sources), HDFC Securities

HDFC Securities

External broker reports(aggregated public sources)

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Equity Bottom-Up

<ul><li>Over the years, DLF has created a new benchmark and addresses in the NCR luxury real estate market, with differentiated offerings like Camellias, Arbour, and Privana</li><li>Whilst it had the advantage of owning large superbly-located land parcels, it was able to realize high value by building new infrastructure and connectivity to these land parcels and delivering top quality homes to its customers</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.

Over the years, DLF has created a new benchmark and addresses in the NCR luxury real estate market, with differentiated offerings like Camellias, Arbour, and PrivanaWhilst it had the advantage of owning large superbly-located land parcels, it was able to realize high value by building new infrastructure and connectivity to these land parcels and delivering top quality homes to its customersContent 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.

Listed Real Estate Asia, KT Capital Group

Jacob Cheng

Listed Real Estate Asia

KT Capital Group

Principal investments and advisory firm that focuses on connecting the CIS countries with East Asia.

Principal investments and advisory firm

<ul>
<li>As the second largest population in the world, India real estate is on a transformational path,  driven by economic growth and domestic demand</li>
<li>In particular, we think the rapid urbanization, rising disposable income, infrastructure demand as well as capital inflow from NRI provided further boost to the sector</li>
<li>We like DLF, which is one of the largest real estate developers in the country, on the back of its product positioning and strong fundamentals</li>
</ul>


As the second largest population in the world, India real estate is on a transformational path,  driven by economic growth and domestic demand
In particular, we think the rapid urbanization, rising disposable income, infrastructure demand as well as capital inflow from NRI provided further boost to the sector
We like DLF, which is one of the largest real estate developers in the country, on the back of its product positioning and strong fundamentals


India Real Estate: Domestic Demand & Infrastructure Boom – LONG DLF

India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

<ul>
<li>
<a href="https://www.smartkarma.com/entities/dlf-ltd" target="_blank" data-smartkarma-citation="entities:11106:1" rel="noopener">DLF Ltd (DLFU IN)</a> re-entered Mumbai after a decade with 'The Westpark', a luxury project in Andheri West, featuring 416 apartments and INR 800-900 crore investment</li>
<li>Company launched a Mumbai luxury project targeting INR 2,000-2,300 crore revenue from phase one, with broader market expansion and new launch plans</li>
<li>This signals a strategic shift for debt-free DLF towards high-margin luxury developments, leveraging Mumbai's booming market and demand for premium homes</li>
</ul>



DLF Ltd (DLFU IN) re-entered Mumbai after a decade with 'The Westpark', a luxury project in Andheri West, featuring 416 apartments and INR 800-900 crore investment
Company launched a Mumbai luxury project targeting INR 2,000-2,300 crore revenue from phase one, with broader market expansion and new launch plans
This signals a strategic shift for debt-free DLF towards high-margin luxury developments, leveraging Mumbai's booming market and demand for premium homes


DLF's Mumbai Re-Entry: A New Era for Premium Real Estate?

Equity Analyst - Fundamental & Thematic, Sree Capital

Sreemant Dudhoria,CFA

Equity Analyst - Fundamental & Thematic

Fundamental Research on Listed Indian Companies

Sree Capital

Sree Capital is a platform to share fundamental research on listed Indian companies. We do this research for our own investment

<ul>
<li>May is a result season, and hence, very few companies that are out of their silent period are eligible to permit insider trading activity</li>
<li>Sectors with notable activity include real estate, financials, media and renewable energy.</li>
<li>Most of these stocks are close to same price levels where the insider purchases happened.</li>
</ul>


May is a result season, and hence, very few companies that are out of their silent period are eligible to permit insider trading activity
Sectors with notable activity include real estate, financials, media and renewable energy.
Most of these stocks are close to same price levels where the insider purchases happened.


Prices Drop, Eyes Pop: Insider Buying Update – May 2025 (Market Cap > USD 1 Billion)

<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

India

DLF Ltd. is a real estate development company. The Company develops residential, commercial, and retail properties.

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DLF Ltd (DLFU IN)

DLF: A lot riding on Mumbai

Over the years, DLF has created a new benchmark and addresses in the NCR luxury real estate market, with differentiated offerings like Camellias,...

HDFC Securities

India Real Estate: Domestic Demand & Infrastructure Boom – LONG DLF

We think India real estate is on a transformational path, backed by its huge population, urbanization, rising income, infrastructure and capital...

Jacob Cheng

DLF's Mumbai Re-Entry: A New Era for Premium Real Estate?

DLF Ltd re-enters Mumbai luxury market with 'The Westpark', signaling strategic shift towards high-margin developments and market expansion.

Sudarshan Bhandari

Prices Drop, Eyes Pop: Insider Buying Update – May 2025 (Market Cap > USD 1 Billion)

May is a busy result season for companies, limiting insider trading opportunities, with notable activity in real estate, financials, media, and...

Sreemant Dudhoria,CFA

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

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

DLF: A lot riding on Mumbai

Over the years, DLF has created a new benchmark and addresses in the NCR luxury real estate market, with differentiated offerings like Camellias,...

HDFC Securities

India Real Estate: Domestic Demand & Infrastructure Boom – LONG DLF

We think India real estate is on a transformational path, backed by its huge population, urbanization, rising income, infrastructure and capital...

Jacob Cheng

DLF's Mumbai Re-Entry: A New Era for Premium Real Estate?

​DLF Ltd re-enters Mumbai luxury market with 'The Westpark', signaling strategic shift towards high-margin developments and market expansion.

Sudarshan Bhandari

Prices Drop, Eyes Pop: Insider Buying Update – May 2025 (Market Cap > USD 1 Billion)

​May is a busy result season for companies, limiting insider trading opportunities, with notable activity in real estate, financials, media, and...

Sreemant Dudhoria,CFA

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 Ltd re-enters Mumbai luxury market with 'The Westpark', signaling strategic shift towards high-margin developments and market expansion.

May is a busy result season for companies, limiting insider trading opportunities, with notable activity in real estate, financials, media, and...