DLF Limited — Q3 FY26
DLF reported a strong Q3 FY26 with consolidated revenue of INR 2,479 crore (+43% YoY) and EBITDA of INR 848 crore (+39% YoY).
bullish
high
✓ Verified against BSE filing
Indian management teams deliver on roughly 12% of specific earnings-call promises. A low score does not indicate dishonesty — it reflects how aspirational forward guidance typically is.
Q2 FY26
FY26 pre-sales guidance of INR 20,000-21,000 Cr
Management confirmed the existing guidance despite strong H1 performance, preferring not to overcommit.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1
Q2 FY26
Collections expected to increase in H2 FY26
Due to construction milestones, collections are expected to rise from the current run rate of INR 2,700-3,000 Cr per quarter.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1
Q2 FY26
Goa project launch in Q3 or Q4 FY26
All approvals received; launch readiness expected this quarter or next, subject to a court case not related to DLF.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1
Q2 FY26
Atrium Place rental income to start from December 2024
Full rental income from all towers expected by April 2025; gross rental income estimated at INR 600-650 Cr.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1