Sunday, February 3, 2008

DLF- CITI GROUP RESEARCH

DLF,

3Q Results: Is Residential Business Recovering?

Buy/Medium Risk 1M

Price (30 Jan 08) Rs862.20 Target price Rs1,046.00

Expected share price return 21.3%

Revenues and profits rise — 3Q FY08 consolidated revenues and net profit

grew 11% and 6% qoq, respectively – strong growth for the third quarter running. The EBIDTA margin was 69.5%. The quarter saw a notable pick-up in launches and lease activity. Office continues to be a dominant segment, while Residential appears to be improving.

CITI, 31 January 2008

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