DLF Q1 FY25 results (Apr–Jun 2024) and concall

DLF delivered a strong Q1 with INR 6,400 crores presales led by Privana West, and record cash generation of INR 2,500+ crores. Management raised effective pricing expectations for Dahlias (LUX 5) adding INR 5-6,000 crores to the launch pipeline value. The anti-speculator framework with INR 50 lakh booking amounts, 35-40% collection in first 9 months, and active monitoring continues to filter for genuine buyers. Budget indexation changes dismissed as noise with no bearing on sales behavior.