External broker reports(aggregated public sources), HDFC Securities

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External broker reports(aggregated public sources)

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<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.

<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

Thematic (Sector/Industry)

<ul><li>Following the strong price surge and record sales of FY24/25, the Indian real estate market is entering a phase of mature, steady growth in FY26</li><li>The momentum has broadened, with Tier-2/3 cities fueling mid-premium housing demand and core metros leading the luxury segment</li><li>Driven by urbanization, rising incomes, and the prevalence of nuclear families, demand is stabilizing</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.

Following the strong price surge and record sales of FY24/25, the Indian real estate market is entering a phase of mature, steady growth in FY26The momentum has broadened, with Tier-2/3 cities fueling mid-premium housing demand and core metros leading the luxury segmentDriven by urbanization, rising incomes, and the prevalence of nuclear families, demand is stabilizingContent 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.

Real Estate (Q2FY26 Results Preview): Sustenance to drive presales momentum

<ul><li>DLF: DLF reported a strong quarter with pre-sales of INR 114.5bn (+78.8%/+462.7% YoY/QoQ), largely on the back of new launch in Gurgaon- Privana North</li><li>Collections remained subdued (due to delay in construction activities) to INR 27.9bn (-5.9%/-15.8% YoY/QoQ)</li><li>Moreover, DLF finally launched its Mumbai project where phase 1 is fully soldout (clocking presales of ~INR 23bn) and it eyes for phase 2 in FY27</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: DLF reported a strong quarter with pre-sales of INR 114.5bn (+78.8%/+462.7% YoY/QoQ), largely on the back of new launch in Gurgaon- Privana NorthCollections remained subdued (due to delay in construction activities) to INR 27.9bn (-5.9%/-15.8% YoY/QoQ)Moreover, DLF finally launched its Mumbai project where phase 1 is fully soldout (clocking presales of ~INR 23bn) and it eyes for phase 2 in FY27Content 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.

HSIE Results Daily: DLF, Aurobindo Pharma, Eris Lifesciences

<ul><li>Demand backed sales momentum: The residential segment witnessed a strong rebound in Q1FY26, backed by robust sales and resilient demand across mid premium and luxury categories</li><li>Developers like Prestige Estates, DLF and Sobha delivered record-high quarterly presales, reinforced by new launches and sustained buyer sentiment</li><li>While FY25 faced moderation due to high base effect, delayed approvals, and EOI-to-sales conversion challenges, Q1FY26 signals a revival, marked by improved launches and price resilience</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.

Demand backed sales momentum: The residential segment witnessed a strong rebound in Q1FY26, backed by robust sales and resilient demand across mid premium and luxury categoriesDevelopers like Prestige Estates, DLF and Sobha delivered record-high quarterly presales, reinforced by new launches and sustained buyer sentimentWhile FY25 faced moderation due to high base effect, delayed approvals, and EOI-to-sales conversion challenges, Q1FY26 signals a revival, marked by improved launches and price resilienceContent 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.

Real Estate (Q1FY26 Results Preview): Presales Resilient on Robust Demand

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

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

Real Estate (Q2FY26 Results Preview): Sustenance to drive presales momentum

Following the strong price surge and record sales of FY24/25, the Indian real estate market is entering a phase of mature, steady growth in FY26

HDFC Securities

HSIE Results Daily: DLF, Aurobindo Pharma, Eris Lifesciences

DLF: DLF reported a strong quarter with pre-sales of INR 114.5bn (+78.8%/+462.7% YoY/QoQ), largely on the back of new launch in Gurgaon- Privana North

HDFC Securities

Real Estate (Q1FY26 Results Preview): Presales Resilient on Robust Demand

The residential segment witnessed a strong rebound in Q1FY26, backed by robust sales and resilient demand across mid premium and luxury categories

HDFC Securities

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