DLF Limited (DLF.NS)
ValueMarkers Composite Index
9% below intrinsic value ($7)
DLF Limited (DLF.NS) — VMCI valuation read
Headline read on DLF.NS: 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.NS: 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.NS: value (DLF.NS trades at 25.0x earnings, 39% above the Real Estate median of 18.0x), quality (ROIC of 11.0% sits 1.0pp above the Real Estate median (10.0%)), and risk (net debt to EBITDA of 0.1x leaves covenant headroom). The value read also implies an EV/EBITDA gap of +4.0x against the Real Estate 12.0x baseline.
DLF.NS fell 1.8% over the trailing 7 days, with a +1.2% 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 develops and sells residential properties, such as land, plots, apartments, and commercial units; and commercial and retail properties. It also engages in the lease of developed office space, ITes, and retail properties. In addition, the company owns and operates The Lodhi and the Hilton Garden Inn in New Delhi; and golf and country clubs. Further, it engages in the provision of maintenance services; generation and sale 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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