Tulsiwadi legal dispute
The Tulsiwadi project is mired in legal issues with shares in suspended animation; management is confident of no financial loss but outcome uncertain.
high · management_commentaryDLF Limited — Q2 FY24
DLF delivered a strong Q2 FY24 with consolidated revenue of INR 1,476 crore, EBITDA up 19% YoY to INR 591 crore, and PAT up 29% YoY to INR 629 crore.
bullish
high
✓ Verified against BSE filing
Risk Intelligence
Material risks this quarter
Concise cards keep the risk register scannable while preserving evidence-level context in the underlying quarter data.
Risks
Potential delay in DLF 5 launch
Management acknowledged DLF 5 launch could slip to Q1 FY25, though sales guidance remains unaffected.
medium · analyst_questionInterest rate sensitivity for REIT monetization
Management indicated REIT listing is a few quarters away, dependent on benign interest rate scenario, which is uncertain.
medium · analyst_questionSEZ vacancy and denotification risk
SEZ occupancy at 85% with 14-15% vacancy; floor-wise denotification awaited from Ministry of Commerce, which may not materialize as expected.
medium · management_commentary