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DLF shares fall despite CLSA's 'outperform' rating, target price hike

18 Dec , 2024   By : Debdeep Gupta


DLF shares fall despite CLSA's 'outperform' rating, target price hike

Shares of real estate major DLF traded almost a percent lower to Rs 867 in morning trade on December 18, extending losses for a third session in a row, despite CLSA raising the target price while maintaining its 'outperform' rating on the stock citing positive levers for growth.


With a price target of Rs 975, the international brokerage forecasts an upside potential of 12 percent from the last close of Rs 872 on the National Stock Exchange. DLF shares have gained 20 percent since the start of the year.


The firm noted strong demand for DLF's uber-luxury project, 'The Dahlias,' with 130-150 units sold so far. It estimates total sales for the project to be in the range of Rs 10,000-11,000 crore, surpassing assumptions for FY25. CLSA highlighted this robust demand as a positive surprise, particularly given the premium nature of the offering.


India’s largest real estate firm reported a 121 percent year-on-year rise in consolidated net profit to Rs 1,387 crore for the quarter ended September 30, 2024. This compares to a net profit of Rs 628 crore in the same period last year, the company stated in a regulatory filing.


DLF’s consolidated revenue rose 48 percent year-on-year to Rs 2,181 crore in the July-September quarter, up from Rs 1,476.42 crore in Q2FY24. The company noted that the net profit includes a reversal of deferred tax liabilities worth Rs 606 crore, following a change in long-term capital gains tax rates under the Finance Act, 2024.


Total expenses surged 58 percent year-on-year to Rs 1,604.22 crore in Q2FY25, compared to Rs 1,012.45 crore in Q2FY24. New sales bookings stood at Rs 692 crore, and the company reported a healthy operating cash surplus of Rs 1,211 crore.

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