DLF / Q4-FY26 / claim-ledger

Audit the questions that mattered.

DLF · Analyst questions, management answers, and the quality of the response where the ledger is available.

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PositiveQ4-FY26 · 2026-05-15Back to quarter ↗

Questions audited

Answered directly

63%

Numeric claims

Consistency

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Question ledger

What was answered, and how?

Punid Gulati · HSBC

partial

Increase in marketing/brokerage cost and overheads; how to think about trends?

marketing brokerage our brokerage payout is linked to collections... you should consider that marketing is a normal phenomena and the overheads could be some year end provisioning etc... overall number for the full year should be taken as a guidance.

Punid Gulati · HSBC

partial

Tax refund benefit era over? How to think about tax rate?

in the current year I think we had some accumulated losses... we have recognized the deferred tax assets... from a refund perspective... we should continue to see those kind of uh flows coming through in the future as well

Punid Gulati · HSBC

direct

Launch pipeline for this year and key projects?

we've got a healthy launch pipeline uh almost about 20,000 crores and uh we've got some good Gam products. We've got Mumbai. We've got Goa...

Punid Gulati · HSBC

direct

Progress on Goa approvals and specific Gurgaon projects?

gura we've got two good projects... senior living and Hamilton 2... Goa approvals are all done we just there is a u a pil... We're just going to make sure uh that we are clear and then we'll bring in Goa.

Punid Gulati · HSBC

direct

Commercial completions in FY28 and FY27?

FY28 the two new towers totaling to 3.5 million in downtown Taramani will get completed... for 27 it's just the atrium... will generate about 700 crores of rent and in addition to that the three malls will get completed and will be leased.

Punid Gulati · HSBC

partial

Exit rental for FY27 for DCCDL and DLF assets?

I don't know separately but I think the total should be about 8,200 crores.

Nilang Ma · HSBC Asset Management

direct

Why is medium-term launch pipeline stagnating around 60,000 cr?

this more or less is more like a status update of the 114,000 cr pipeline that we had projected... every quarter we update on how much of that 114 has been launched... Obviously this launch pipeline is not the end all.

Nilang Ma · HSBC Asset Management

direct

What is the pre-sales target for next year?

we believe that we will broadly stay on this trajectory of a 20,000 crores of of of sales guidance and ballpark about 9 odd,000 crores of new margin creation every year

Abin Sa · Jefferies

partial

Size and timing of Arbor senior living and Dalia experience center?

arbor senior living should happen in the next I'd say in the next few months... Dalia's experience center... around Diwali.

Abin Sa · Jefferies

evasive

Dividend trajectory given increased dividend to Rs 8?

The dividend is driven by two pieces... cyber city's dividend... DF cash flows themselves are growing... we do not offer a dividend guidance... but if you see the trajectory... it has been one of continuing growth in dividend.

Samir Jasuja · PE Analytics Limited

partial

Weighted average price per sq ft of last 32 Dalia units and price appreciation?

these 32 you can safely say they've done about almost 100 crores... when we started off what was about 60 crores is now 90 and what was about 75 crores is now about 110.

Akash from Numara · Numara

deflected

When will pre-sales grow beyond 200-220 billion guidance?

pre-sales is about the wrongest metric that you can use to track us... we can do pre-sales of 50,000 crores a year also... but you know at what we have to do is chase margins chase cash flows... we are comfortable with generating this you know 9 to 10,000 crores of margin every year