DLF532868Real estate
After DLF's quarterly results, an analyst said the numbers didn't look great but maintained the stock is undervalued based on land bank and rental income, though he has given up expecting a re-rating
By ScoutQuest · · 1 min read
Heard on business television between 09:03:31 - 09:06:31 IST.
- DLF reported quarterly numbers that did not look great on the face of it.
- The analyst said real estate stocks should not be judged on quarterly pre-sales numbers but on land bank owned, rental income, and saleable inventory.
- He said DLF always looks undervalued by these metrics but the market wants to see pre-sales numbers every quarter, so the stock doesn't react.
- He said he has given up expecting the stock to re-rate and said he would not buy it.
- He mentioned Shree Lotus as a more actionable call given out by another analyst, citing concerns on collections for that company.
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Source: Live TV News Channel · 19 Oct 2026
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