DLF Limited (DLF.BO)
ValueMarkers Composite Index
11% below intrinsic value ($7)
DLF Limited (DLF.BO) — VMCI valuation read
Headline read on DLF.BO: VMCI of 54/100 versus a Real Estate sector median of 50. The 4-point above-median position is what makes DLF Limited a relative-value candidate in the mid-cap cohort, before any pillar-level review.
Form 4 filings on DLF.BO: zero in the trailing 30 days. The absence of insider transactions is itself a data point, just a low-information one. The thesis runs on financials and price action until that changes.
**Investor frame.** Three reads on DLF.BO: value (DLF.BO trades at 23.0x earnings, 28% above the Real Estate median of 18.0x), quality (ROIC of 15.0% sits 5.0pp above the Real Estate median (10.0%)), and risk (net debt to EBITDA of 3.4x is the binding constraint on the bear case). The value read also implies an EV/EBITDA gap of +4.0x against the Real Estate 12.0x baseline.
DLF.BO rose 1.1% over the trailing 7 days, with a +2.9% read on a 30-day basis.
DLF Limited, together with its subsidiaries, engages in the business of colonization and real estate development in India. Its activities include identification and acquisition of land; and planning, execution, construction, and marketing of projects. The company also develops and sells residential properties, such as land, plots, apartments, and commercial units; and operates and maintains commercial office spaces, retail properties, which include malls, and hospitality projects. It owns and operates The Lodhi and the Hilton Garden Inn in New Delhi; and golf and country clubs. Further, the company engages in the leasing business; provision of maintenance services; generation of power; and recreational activities. DLF Limited was founded in 1946 and is based in Gurugram, India. DLF Limited is a subsidiary of Rajdhani Investments & Agencies Private Limited.
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