Q1-FY24 · Vivek Anand
Our net debt now stands reduced to the lowest ever at INR 57 crores. With these low levels of debt, we have almost achieved our commitment of being net zero and hopefully should end the year with a surplus cash position.
DLF / language trends
Read confidence between the lines.
DLF · tone and specificity signals across the available quarters.
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Language signals
What changed in management language.
tracked
Q1-FY24 · Ashok Tyagi
We are right now in the second half of the year and already underway, looking at 3 projects in Gurugram... the GAV of all of these three projects will be higher than Mumbai. Individually.
Q1-FY24 · Aakash Ohri
I see this going up to about INR 1 lakh a square foot in no time, because it is going to jump now.
Q1-FY25 · Ashok Tyagi
Our pre-sales number was in the range of INR 6,400 crore, predominantly headlined by the extremely successful launch of Privana West.
Q1-FY25 · Ashok Tyagi
I think the most heartening number that really, you know, everybody should draw a lot of enthusiasm from, is the entire cash flow number, where really, if you see between our DLF and Cyber City numbers, together, we did in excess of INR 2,500 crore of free operating cash flow during the quarter.
Q1-FY25 · Aakash Ohri
Our intent has been to look at retail customers. Our intent has to has been over the last two years, we have deduped our list. Even if somebody is asking for two units, mostly, we say no.
Q1-FY26 · Aakash Ohri
Our overall sales booking for the development business stood at INR 11,435 crore, which reflects a year-over-year growth of almost 78%.
Q1-FY26 · Ashok Tyagi
Pre-sales is not a metric that we track. We track margins and cash flows, and pre-sales is a necessary fuel for that.
Q1-FY26 · Aakash Ohri
The reported rental for the current quarter for DLF Cyber City Developers Limited grew at almost 15% year-over-year and almost 12% sequentially.
Q2-FY24 · Vivek Anand
We have therefore delivered on our commitment to achieving a net debt zero position.
Q2-FY24 · Aakash Ohri
Camellias today is being referred as an India product. I think that is a bigger satisfaction than just reaching the INR 100 crore mark.
Q2-FY24 · Ashok Kumar Tyagi
What will bring us closer to a REIT is the performance of the other REITs and not the performance of Mr. Khattar.
Q2-FY25 · Ashok Tyagi
We are very confident of 17,000 crores. Let's see where it eventually lands.
Q2-FY25 · Aakash Ohri
Dahlias is going to be a paradise. You can dream whatever you want to. We are on our way to implement it.
Q2-FY25 · Ashok Tyagi
We will not, never be reckless on writing any checks for any geography, including NCR.
Q2-FY26 · Aakash Ohri
Our main focus has always been on margins, and you've seen the report, and we'd like to maintain that trajectory.
Q2-FY26 · Ashok Tyagi
We are a business which, frankly, does not position ourselves disproportionately on the depth of line of sight into how a particular quarter is looking or not looking, frankly. It's a long-cycle business.
Q2-FY26 · Aakash Ohri
Today, the demand for DLF is not geography-specific. I am getting responses from across the country.
Q3-FY24 · Vivek Anand
We recorded our highest quarterly sales booking of INR 9,047 crores, backed by multiple launches during the quarter.
Q3-FY24 · Vivek Anand
We have identified a fresh pipeline of new products of approximately 32 million sq ft, with the sales potential of approximately INR 79,000 crore, which is more than double of what we have delivered during the last three to four years.
Q3-FY24 · Aakash Ohri
I am seeing a major shift from 30-year onwards of this segment, which is now coming into the actual purchase of residential properties.
Q3-FY25 · Ashok Tyagi
I think the metric that should truly excite us is not the INR 11,800 crores of the pre-sales, but the fact that 8,000+ crores of pre-margin has been booked on account of the Dahlias sales.
Q3-FY25 · Ashok Tyagi
In all fairness, frankly, I wouldn't be lying to say that it sort of has also surpassed our own targets and vision that we had for the first quarter after its launch.
Q3-FY25 · Sriram Khattar
We realize that just reducing debt for the sake of reducing debt is not a good idea, especially for an annuity company.
Q3-FY26 · Badal Bagri
We are extremely pleased to report that we witnessed record gross collections of around INR 5,100 crores, with sustained collection efficiency across all our projects.
Q3-FY26 · Aakash Ohri
The Dahlias will continue to rise. Just to let you know, from the past year alone, there has already been a 25% increase in Dahlias pricing.
Q3-FY26 · Badal Bagri
I can launch at 10 million sq ft somewhere on the outskirts of Haryana or UP or Ghaziabad. That will add volume. That will add execution headache. Will it add cash flow? Will it add margin?
Q4-FY24 · Ashok Tyagi
Our pre-sales for the last year have again been in the vicinity of INR 15,000 crore, thus maintaining now two back-to-back years of a INR 14,500 crore-INR 15,000 crore sales level.
Q4-FY24 · Ashok Tyagi
We are clearly looking at a strong growth in the next fiscal and hopefully targeting a sales guidance of INR 17,000 crore for fiscal 2024-25.
Q4-FY24 · Aakash Ohri
We are not going to stop at 17. So should the traction for a super luxury product get better, we know... we are not going to hold back.
Q4-FY25 · Ashok Tyagi
Our sales, as you know, have been, I think, at highest ever of INR 21,000 crore plus.
Q4-FY25 · Ashok Tyagi
We have crossed over into the double-digit category, and hopefully, we'll keep on improving year to year on this piece.
Q4-FY25 · Sriram Khattar
The CapEx spent in RentCo... in FY 2026 and in FY 2027 will be in the ballpark of INR 5,000 crore.
Q4-FY26 · Ashok Tyagi
We are not going to chase the 35,000 and 30,000 numbers just for the heck of chasing them. If we have a great product, maybe we will achieve.
Q4-FY26 · Sriram Khattar
Our four to five year guidance remains intact that we will have mid teens growth in NOI and 20 to 25% growth on a CAGR basis for the next four to five years.
Q4-FY26 · Akash Ohri
Das is something far more superior than the Chamelias. If Chamelias has made a benchmark for the industry in the country, I think you'll all be very happy to see where the Das is heading to.