Why did DLF (DLF) stock move recently?

On 9/3/2026, DLF moved +2.5% — DLF rose roughly 2-3% as part of the day's realty sector rally, which was attributed to expectations of a revenue growth recovery and strong luxury housing demand rather than any DLF-specific announcement. This is MarketChacha's decoded reason from filings and credible news; it is education, not buy/sell advice.

Is DLF (DLF) overvalued or fairly valued?

MarketChacha shows DLF's valuation in context — a forward P/E of about 27.4, a price-to-book of about 3.8 — alongside its revenue and profit growth and whether reported profit converts into operating cash, so you can judge value for yourself. MarketChacha does not issue ratings, price targets, or buy/sell advice.

What is DLF's revenue?

DLF reported revenue of ₹8,194 Cr for FY2026, with net profit of ₹4,415 Cr, per official filings.

What is the share price of DLF (DLF)?

DLF last traded at ₹691.55 (-0.4% on the day), as of 10/30/2026 — a delayed quote shown for education, not investment advice.

DLF

DLF · NSE · Real Estate · India

Snapshot

TickerDLF

ExchangeNSE

SectorReal Estate

IndustryReal Estate - Development

CountryIndia

Employees4,310

HeadquartersGurugram, India

Websitewww.dlf.in

Filings tracked10

About DLF

DLF Limited, together with its subsidiaries, engages in the business of colonization and real estate development in India. The company is involved in the real estate development activities, including identification and acquisition of land, planning, execution, construction, and marketing of projects. The company also develops and sells residential housing projects, including under-construction projects. In addition, it operates and maintains commercial office spaces, as well as retail properties, such as malls, shopping complexes, recreational spaces, and hotels and clubs. In addition, the company engages in leasing, power generation, provision of maintenance services, and hospitality and recreational activities. Further, it owns and operates hotels under the The Lodhi and Hilton Garden Inn. The company was founded in 1946 and is based in Gurugram, India. DLF Limited operates as a subsidiary of Rajdhani Investments and Agencies Private Limited.

Who owns it

Promoters74.1%
Institutions14.2%
Public & other11.6%

205 institutional holders

Ownership breakdown from public market data. Promoter pledge is not included here — that comes from exchange shareholding filings.

Forensic scorecard

No major accounting red flags in the fundamentals we have — profit is backed by cash and returns look healthy.

Net margin trend35.7% → 53.9%

Margin has expanded by about 18.2 points — the business is getting more profitable.

Growth qualityrev 13% · PAT 29%

Profit growth is broadly tracking revenue growth — the earnings trend looks operational rather than one-off.

Computed by MarketChacha from reported figures (Yahoo Finance). Education, not a rating or recommendation.

What's expected next

Next quarter

Rev ₹4,600 Cr · EPS 3.87

Next fiscal year

Rev ₹12,224 Cr · EPS 25.21

Est. earnings growth +28.3%

Analyst consensus estimates — not the company's own guidance.

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Financials at a glance

Source: Yahoo Finance

Annual

Quarterly · last 5

Revenue (FY2026)

₹8,194 Cr

Net margin

53.9%

Revenue CAGR (3y)

+12.9%

Profit CAGR (3y)

+29.5%

Net profit (FY2026)

₹4,415 Cr

Ask MarketChacha about DLF

Get a cited, plain-English answer — the “why”, not just data. Finance research only, never buy/sell advice.

Why it moved

Sep 3, 2026
DLF rose roughly 2-3% as part of the day's realty sector rally, which was attributed to expectations of a revenue growth recovery and strong luxury housing demand rather than any DLF-specific announcement.
source 1 ↗· confidence: medium
Aug 4, 2026
DLF shares fell after the company reported Q1FY27 results on Aug 3 showing revenue down sharply (46-53% YoY) and sales bookings tumbling due to delayed project launches, even as net profit rose 4%.
source 1 ↗source 2 ↗source 3 ↗· confidence: high
Jul 22, 2026
DLF shares fell with no company-specific catalyst reported; the decline appears to reflect broader market or realty sector movement.
· confidence: low
Jul 17, 2026
No specific new catalyst identified for the 3% gain; the move aligns with broader realty sector momentum and recent analyst mentions of DLF as a top pick, following the July 11 AGM notice and annual report filing.
source 1 ↗source 2 ↗· confidence: low
Jul 10, 2026
DLF rose with the broader realty sector amid ongoing analyst bullishness and expectations ahead of Q1 results, with no specific new company catalyst reported today.
source 1 ↗source 2 ↗· confidence: low
Jul 9, 2026
DLF rose alongside the broader realty sector, with Nifty Realty gaining over 2% amid ongoing positive analyst sentiment and recent bullish coverage on the sector and stock.
source 1 ↗source 2 ↗source 3 ↗· confidence: medium
Jul 7, 2026
DLF shares fell with broader market and realty sector weakness; no company-specific negative catalyst or filing was reported for the session.
· confidence: low
Jul 1, 2026
DLF moved higher with the broader real estate sector and market, with no specific company catalyst identified in recent coverage or filings.
· confidence: low

Daily moves with the verified reason behind them. Education only — not investment advice.

Financials

Yearly

Period	Revenue	Net profit	Net margin
FY2026	₹8,194 Cr	₹4,415 Cr	53.9%
FY2025	₹7,994 Cr	₹4,368 Cr	54.6%
FY2024	₹6,427 Cr	₹2,724 Cr	42.4%
FY2023	₹5,695 Cr	₹2,034 Cr	35.7%

Quarterly

Period	Revenue	Net profit	Net margin
Q1 FY27	₹1,280 Cr	₹794 Cr*	—
Q4 FY26	₹1,814 Cr	₹1,269 Cr*	—
Q3 FY26	₹2,020 Cr	₹1,203 Cr	59.6%
Q2 FY26	₹1,643 Cr	₹1,180 Cr*	—
Q1 FY26	₹2,717 Cr	₹766 Cr	28.2%

* Net profit includes one-off / non-operating items (e.g. a settlement or accounting gain), so it doesn’t reflect operating performance — net margin is hidden for that period.

Figures as reported, in ₹ (crore). Source: Yahoo Finance.

Filings & announcements

2026

61St Annual General Meeting
Chairman''s Speech
BSE8/3/2026material
Shareholder Meeting / Postal Ballot-Outcome of AGM
Summary of Proceedings of 61st Annual General Meeting
BSE8/3/2026material
Investor Presentation
Q1FY27 Results Presentation
BSE8/3/2026
Press Release / Media Release
DLF Announces Financial Results for Q1FY27
BSE8/3/2026
Board Meeting Intimation for Unaudited Financial Results For The Quarter Ended 30Th June 2026
DLF Ltdhas informed BSE that the meeting of the Board of Directors of the Company is scheduled on 03/08/2026 ,inter alia, to consider and approve Unaudited Financial Results for the Quarter ....
BSE7/28/2026material
Business Responsibility and Sustainability Reporting (BRSR)
Business Responsibility and Sustainability Report for the Financial Year 2025-26
BSE7/11/2026
Letter To The Shareholders
Letter to the Shareholders
BSE7/11/2026
Notice Of 61St Annual General Meeting
Notice of 61st Annual General Meeting scheduled to be held on Monday, 3rd August 2026
BSE7/11/2026
Notice Of 61St Annual General Meeting
Notice of 61st Annual General Meeting scheduled to be held on Monday, 3rd August 2026.
BSE7/11/2026material
Reg. 34 (1) Annual Report.
Annual Report for the Financial Year 2025-26
BSE7/11/2026

In the news

Education and discussion only — not investment advice. Financials from official filings (SEC/BSE) and reported company statements; market figures (delayed market data) are delayed and shown for reference only. Verify with the linked sources before acting.