Kolkata Se Strategic Exit Kyun?
Yaar, DLF ka yeh Kolkata se exit koi sudden move nahi hai. Woh apni strategy thodi change kar rahe hain, jahan woh apne sabse profitable aur core businesses par zyada focus karna chahte hain. Is deal mein, unhone Kolkata ka IT park aur 8.15 acres ki zameen ₹409.86 Crore mein bechi hai. Uske saath hi, 17.75 acres ki khali zameen bhi ₹260 Crore mein Srijan Group ki entity ko bechi hai. Toh total mila kar ₹670 Crore ki deal hui hai. Yeh unke Kolkata office portfolio se complete exit hai, jisse woh ab apna capital aur dhyan apne high-performing rental assets aur core geographies mein lagaenge.
Rental Business Mein Toofani Tezi!
Aur bhai, jab woh apne rental business, yani DLF Cyber City Developers Limited (DCCDL) ki baat karte hain, toh numbers kamaal ke hain! Q3 FY26 mein, DCCDL ka consolidated revenue 18% YoY badha hai aur EBITDA bhi achha perform kar raha hai. Company ki rental assets mein vacancy rate bhi bahut kam hai, sirf 5-5.5%. Yeh dikhata hai ki unke properties ki demand zabardast hai.
DLF Ltd. Ke Overall Numbers Bhi Superb!
DLF Ltd. overall ki baat karein toh Q3 FY26 mein Net Profit 14% increase hoke ₹1,203 Crore ho gaya hai. Revenue bhi 32% jump karke ₹2,020 Crore tak pahunch gaya hai. Sabse badi khushkhabri yeh hai ki DLF ka development business ab zero gross debt par aa gaya hai, matlab un par koi udhari nahi bachi hai, jo ki ek bahut bada financial milestone hai.
Market Kya Kehta Hai Aur Analyst ka Outlook?
Indian commercial real estate market abhi kaafi strong chal raha hai, especially office spaces mein GCCs ki wajah se. Analyst log bhi DLF par bahut bullish hain. Inka kehna hai ki yeh stock 'Strong Buy' hai aur price target par 37% se zyada upside dekhne ko mil sakta hai. Haan, yeh sach hai ki 2026 mein stock abhi tak around 14% gir gaya hai, lekin medium-term mein DLF ka outlook kaafi positive lag raha hai. Company ki market cap lagbhag ₹1.63 Lakh Crore hai aur P/E ratio ~37 ke aas-paas hai.