DLF Ltd
NSE: DLF BSE: 532868
â‚ą657
-6.25 (0.94%)
Sun, 25 Oct 2026, 07:36 pm
Market Cap (in Cr)161773.98
PE Ratio35.61
Dividend1.22
Finance
Real Estate Development
24.5KDLF Analysis
dividend
- Dividends after 3 years are expected to be well covered by earnings (3.1x coverage).
- DLF's pays a higher dividend yield than the bottom 25% of dividend payers in India (0.76%).
- Dividends per share have fallen over the past 10 years.
- The company is paying a dividend however it is incurring a loss.
- Dividends per share have been volatile in the past 10 years (annual drop of over 20%).
- DLF's dividend is below the markets top 25% of dividend payers in India (3.08%).
future
- Cash flow for DLF is expected to increase by more than 50% in 2 years time.
- DLF's earnings are expected to grow significantly at over 20% yearly.
- DLF's earnings growth is expected to exceed the India market average.
- DLF's earnings growth is expected to exceed the low risk savings rate of 7.2%.
- DLF is expected to become profitable in 1 year.
- DLF is expected to become profitable in 3 years time.
- DLF is expected to become profitable in 2 years.
- An improvement in DLF's performance (ROE) is expected over the next 3 years.
- DLF is not expected to efficiently use shareholders’ funds in the future (Return on Equity less than 20%).
- Performance (ROE) is not expected to exceed the current IN Real Estate industry average.
- DLF's revenue is expected to increase but not above the 50% threshold in 2 years time.
- DLF's revenue is expected to grow by 1.6% yearly, however this is not considered high growth (20% yearly).
- DLF's revenue growth is positive but not above the India market average.
health
- DLF is able to meet its short term (1 year) commitments with its holdings of cash and other short term assets.
- DLF has been profitable on average in the past, therefore cash runway is not a concern.
- DLF has been profitable on average in the past, therefore cash runway is not a concern.
- Debt is covered by short term assets, assets are 4.5x debt.
- DLF's cash and other short term assets cover its long term commitments.
- The level of debt compared to net worth has been reduced over the past 5 years (83.2% vs 18.4% today).
- DLF's level of debt (18.4%) compared to net worth is satisfactory (less than 40%).
- Debt is not well covered by operating cash flow (5.1%, less than 20% of total debt).
- DLF is making a loss, therefore interest payments are not well covered by earnings.
- High level of physical assets or inventory.
management
- The tenure for the DLF board of directors is about average.
- Rajeev's remuneration is about average for companies of similar size in India.
- The tenure for the DLF management team is about average.
- Rajeev's compensation has increased whilst company is loss making.
past
- Unable to compare DLF's 1-year earnings growth to the 5-year average as it is not currently profitable.
- DLF does not make a profit even though their year on year earnings growth rate was positive over the past 5 years.
- DLF used its assets less efficiently than the IN Real Estate industry average last year based on Return on Assets.
- It is difficult to establish if DLF improved its use of capital last year versus 3 years ago (Return on Capital Employed) as it is currently loss-making.
- It is difficult to establish if DLF has efficiently used shareholders’ funds last year (Return on Equity greater than 20%) as it is loss-making.
- Unable to compare DLF's 1-year growth to the IN Real Estate industry average as it is not currently profitable.
value
- 532868 outperformed the Real Estate industry which returned -24.3% over the past year.
- DLF's share price is above the future cash flow value, it's not available at a moderate discount (< 20%).
- DLF's share price is above the future cash flow value, it's not available at a substantial discount (< 40%).
- DLF is overvalued based on assets compared to the IN Real Estate industry average.
- DLF is loss making, we can't compare its value to the IN Real Estate industry average.
- DLF is loss making, we can't compare the value of its earnings to the India market.
- 532868 underperformed the Market in India which returned -14.5% over the past year.
- BSE:532868 is up 5.5% underperforming the Real Estate industry which returned 13.9% over the past month.
- BSE:532868 is up 5.5% underperforming the market in India which returned 8% over the past month.
