Execution risk on 45 million sq ft under construction
Massive construction pipeline could face delays or cost overruns, impacting cash flows and margins.
high · management_commentaryDLF Limited — Q4 FY25
DLF reported a strong Q4 FY25 with record annual sales of INR 21,000 crore+ and PAT of INR 4,350 crore, the highest in years.
bullish
high
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Risk Intelligence
Material risks this quarter
Concise cards keep the risk register scannable while preserving evidence-level context in the underlying quarter data.
Risks
Demand slowdown in residential real estate
A cyclical downturn could impact sales volumes and pricing, especially if interest rates rise or economic growth slows.
medium · analyst_questionRegulatory approvals for Mumbai slum rehab project
Delays in approvals from multiple societies have already pushed back the launch; further delays could impact FY26 sales.
medium · management_commentaryRental re-rating potential limited in legacy assets
Cyber City rentals (INR 125-135) may not reach levels of new assets (INR 160-170), capping rental growth.
low · analyst_question