DLF Q2 CONCALL: STRONG FY28 REVENUE VISIBILITY, RENTAL GROWTH & NEW LAUNCHES

• ₹75,000 CR PROJECT VALUE EXPECTED TO CONTRIBUTE TO REVENUE OVER NEXT 4–5 YEARS • MAJOR RESIDENTIAL REVENUE RECOGNITION EXPECTED FROM FY28 • MUMBAI PROJECT LAUNCH PLANNED IN Q3 FY27; GURUGRAM LUXURY LAUNCH IN Q4 FY27 • DCCDL ANNUAL RENTAL EXIT RUN RATE TARGETED AT ₹6,800 CR • DLF-OWNED RENTAL RUN RATE POTENTIAL AT ₹175–180 CR QUARTERLY • ₹40,000 CR GROSS MARGIN & ₹42,500+ CR CASH GENERATION POTENTIAL • DOWNTOWN CHENNAI EXPANSION EXPECTED OPERATIONAL IN CY2027 • THE DAHLIAS SALES MOMENTUM EXPECTED TO CONTINUE IN H2 FY27 • REVENUE RECOGNITION DEPENDENT ON PROJECT COMPLETIONS; CONSTRUCTION & APPROVAL DELAYS REMAIN RISKS

DLF LIMITED

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