DLF

DLF posted strong Q1 FY26 numbers with sales bookings of ₹4,500 crore and 20% YoY revenue growth. Luxury housing demand remains robust in Gurgaon and Delhi NCR. The company’s net debt is at a decade low, strengthening its balance sheet. Upcoming launches in the premium segment should drive momentum. At ~30x FY26 EPS, valuations are fair given real estate revival. DLF is a top pick in India’s property sector.