DLF LTD.

DLF Ltd has announced the closure of its trading window for all designated persons and their immediate relatives. This closure is in compliance with SEBI (Prohibition of Insider Trading) Regulations, 2015, and the company's own code of conduct. The trading window will remain shut from October 1st, 2026, until 48 hours after the declaration of financial results for the quarter and half-year ending September 30th, 2026. Designated persons are advised not to trade in the company's securities during this period to prevent potential insider trading.

DLF Cyber City Developers Limited, a material subsidiary of DLF Ltd, through its own subsidiary DLF Info Park Developers (Chennai) Limited, has acquired approximately 26.97% equity shares of Balang Renewables Private Limited for a cash consideration of ₹4.20 crore. Balang Renewables is involved in the development, operation, and maintenance of renewable energy plants and supplying green power. This acquisition is to meet the requirements for qualifying as a Captive User under the Electricity Act, 2003, ensuring a supply of green power to the acquirer. The transaction is expected to be completed within 30 days.

DLF Ltd's Chairman delivered a speech at the 61st AGM, highlighting the company's 80-year journey and its contribution to India's economic growth. In Fiscal 2026, DLF achieved strong performance with new sales bookings of ₹20,143 crore and a net profit of ₹4,408 crore. The annuity portfolio expanded to approximately 50 million sq. feet. The Chairman expressed confidence in achieving business goals, leveraging opportunities in urbanisation driven by government infrastructure focus, and thanked stakeholders for their trust and support.

DLF Limited reported its financial results for Q1FY27, showcasing a resilient performance with a net profit of ₹794 crore and operating cash flow of ₹1,317 crore. Consolidated revenue stood at ₹1,605 crore with EBITDA at ₹476 crore and gross margins at 51%. The company highlighted its strengthened balance sheet and sustained cash flow generation, despite the deferment of certain planned launches. DLF Cyber City Developers Limited (Consolidated) reported revenue of ₹1,917 crore, EBITDA of ₹1,474 crore (9% YoY growth), and net profit of ₹717 crore (21% YoY growth). New sales bookings were ₹657 crore. The company's net cash position improved to ₹15,200 crore, and its rental portfolio maintained 95% occupancy. Three new retail destinations are slated to commence operations during the fiscal year.

DLF Ltd announced its un-audited financial results for the quarter ended June 30, 2026, covering both standalone and consolidated statements. The Board of Directors approved these results during a meeting held on August 3, 2026. The company's management is responsible for the preparation of these interim financial statements in accordance with Indian Accounting Standard 34. The accompanying limited review reports from S.R. Barua & Co. LLP are also enclosed. A note highlights an ongoing legal uncertainty regarding a penalty imposed by the Competition Commission of India, which is currently under appeal at the Supreme Court.

DLF Ltd's Board of Directors, in a meeting held on August 3, 2026, approved the re-appointment of Sanjay Gupta & Associates as the company's Cost Auditors for the Financial Year 2026-27. This decision was made based on the recommendation of the Audit Committee. Sanjay Gupta & Associates is a prominent firm specializing in cost and financial consultancy, with offices in major Indian cities and a diverse client base across various industries. The filing also includes requisite disclosures as per SEBI regulations.

DLF's consolidated revenue from operations fell 52.9% YoY to ₹1,280 Cr (₹2,717 Cr a year ago) and 29.4% QoQ from ₹1,814 Cr, landing well below the ₹1,750–2,000 Cr we flagged pre-result and below what brokerages (Nomura, Jefferies) had already framed as a weak quarter given no new project launches and a high base from Q1 FY26's ₹11,425 Cr bookings. Consolidated PAT of ₹794 Cr came in roughly flat YoY (+4.1%, from ₹762.7 Cr) but missed the low end of our ₹900–1,050 Cr preview range by about 12%, and fell 37.4% QoQ from ₹1,269 Cr. Both revenue and PAT are a street/preview miss, even though the PAT print looks superficially reassuring against the prior year. The reason PAT held up despite the revenue collapse is a ₹486 Cr share of profit from joint ventures and associates (up 27.7% YoY, down 7.9% QoQ) — chiefly the DCCDL rental platform — booked below the operating line. Strip that out and consolidated PBT before exceptional items and JV share was ₹423 Cr, down 30.7% YoY, tracking the topline weakness much more closely. Segment-wise, real estate revenue (recognized on possession/completion, not fresh bookings) fell 55.9% YoY to ₹1,141 Cr while real estate segment profit fell a smaller 25.3% to ₹399 Cr; the rental segment (DLF's own directly-held assets, separate from the DCCDL JV) grew a modest 8.1% YoY to ₹146 Cr with profit up 9.5%. Net profit margin on total income expanded sharply to 49.4% from 25.6% a year ago — flattered by the JV pickup — but compressed from 60.6% in Q4 FY26, consistent with Q4 containing a much larger one-off real estate profit recognition. Management's FY26 concall guidance of ~₹20,000 Cr FY27 sales bookings and a mid-teens NOI CAGR with ~₹8,200 Cr exit rental income for FY27 cannot be verified against this print: the filing discloses only recognized revenue and segment P&L, not fresh bookings or leasing volumes, so whether the quarter is on-track against that guidance is unknown from this document — no press release or investor presentation was available alongside the results. The quarter's other corporate actions (₹8/share dividend with 27 July record date, FY26 BRSR filing, 61st AGM held same-day as results) are procedural and don't bear on the operating numbers. Standalone PAT of just ₹65 Cr versus ₹794 Cr consolidated underscores how concentrated DLF's profitability now is in subsidiaries/JVs rather than the parent entity. Going into Q2, the print sets up a test of whether recognized revenue and real estate segment margins recover as new launches resume, given brokerages have already trimmed FY27 pre-sales growth expectations sharply (Jefferies cut estimates to ~6% YoY from 21% in FY26).

DLF Ltd has announced that its Board of Directors will convene on August 3, 2026. The primary agenda item for this meeting is to consider and approve the Unaudited Financial Results for the quarter ended June 30, 2026. The results will be presented on both a standalone and consolidated basis. In line with SEBI regulations, the company has also informed about the closure of the trading window for designated persons from July 1, 2026, until 48 hours after the financial results are declared. The notice is available on the company's website and stock exchange portals.

DLF Ltd has submitted its Business Responsibility and Sustainability Report (BRSR) for the Financial Year 2025-26. The report, which includes a Reasonable Assurance Statement for BRSR Core Indicators from SGS India Private Limited, details the company's operations, market presence, and employee data. DLF's business activities, accounting for 100% of its turnover, are primarily in Real Estate Development. The company operates 161 offices nationally and serves 132 locations across India. As of FY25-26, DLF employed 4,310 permanent employees, with 88.35% being male and 11.65% female. The report emphasizes DLF's commitment to sustainable urbanization through its diverse real estate portfolio.

DLF Ltd has announced its 61st Annual General Meeting (AGM) will be held on Monday, August 3, 2026, at 12:30 PM IST. The meeting will be conducted virtually via Video Conferencing (VC) or Other Audio Visual Means (OAVM), in compliance with Ministry of Corporate Affairs (MCA) circulars. The company has also attached its Annual Report for FY 2025-26, which includes the AGM notice, Board's Report, financial statements, and auditors' reports. Key agenda items include adopting the audited standalone and consolidated financial statements for FY 2025-26, declaring a dividend of ₹8 per equity share, re-appointing directors retiring by rotation, and approving the remuneration for the cost auditors.