Approval delays for Mumbai and Goa projects
Management acknowledged that non-Gurgaon approvals are difficult to predict; state elections could cause delays.
DLF / Q2-FY25 / risks
Keep the risk register visible.
DLF · Material risks, their source context, and severity in the latest available quarter.
Research layer active
ConCallIQ research layer
Signal, with the source still visible.
Use the controls below to narrow the view, then follow the evidence into the next layer of context.
Risk intelligence
Material risks this quarter
medium
Rising competition in NCR from peers raising equity
Analyst raised concern about peers aggressively buying land in NCR; management downplayed but acknowledged competition.
Margin mismatch in reported financials vs embedded margins
Management noted that reported margins are depressed due to old project revenue recognition with current cost structures, which may take 18-24 months to align.
Concentration risk in NCR market
Despite management's confidence, the business remains heavily reliant on NCR, with limited diversification outside the region.