Indian homebuyers are showing a marked shift toward premium and luxury housing, signalling renewed momentum for top developers like DLF and Godrej Properties. According to an Anarock survey (H1 2025), 36% of respondents expressed interest in homes priced between ₹90 lakh and ₹1.5 crore, while the luxury housing segment—properties priced above ₹4 crore—saw 1,930 units sold in India’s top seven cities in Q1 FY25, up 28% year-on-year.

Looking at the real estate sector as a whole, the industry is projected to reach a market size of US$1 trillion by 2030 and over US$10 trillion by 2047. Average home prices, which surged by 13–15% in FY25, are expected to see another 3–5% increase in FY26, according to a report by financialexpress.com.

With all these figures and projections in hand, isn’t it the right time to say that DLF and Godrej Properties are back in vogue?

Let’s do a quick analysis of how DLF and Godrej are performing in terms of innovation, project development, and financials:

DLF Ltd is exploring every possible way to dominate the real estate sector. Its Cyber City in Hyderabad has become the first commercial office space in India to receive LEED Zero certifications in Energy, Water, and Waste from the U.S. Green Building Council (USGBC). To achieve net-zero energy consumption, DLF uses solar façades, geothermal cooling, and AI-controlled HVAC systems.

Another notable effort, through modular construction techniques, aims to reduce construction completion time by 30% to 40%. DLF is now using prefabricated bathroom pods, MEP shafts, and façade panels that are manufactured offsite and assembled onsite with precision robotics.

Also, to boost revenue per square foot, DLF successfully integrated experience-driven retail zones. These zones combine lifestyle, dining, and wellness and use behavioural analytics and footfall heatmaps to optimise tenant placement and consumer engagement.

Well, besides innovation, DLF re-entered the Mumbai market after almost a decade in partnership with Trident. Notably, the company’s Andheri project, which has 416 flats worth ₹2,300 crores, sold out within a week. Alongside premium projects, the company, following the guidelines of the Slum Rehabilitation Authority (SRA), is also building small units of around 300–350 square feet each to rehabilitate slum dwellers. This project is expected to be completed by 2029.

To further contribute to the revenue, DLF’s upcoming commercial projects include DLF Paanjim, Goa; DLF Retail and DLF Shops, Pune; and DLF Office Space, Gurgaon.

A few months ago, the company also signed a deal with Srijan Group under the Master Framework Agreement (MFA) to sell Srijan’s IT/ITES SEZ business in Kolkata for ₹693 crores.

Moving to the financials, DLF posted a total revenue of ₹2,717 crores in Q1FY26, a 66.45% increase compared to the same quarter of the previous financial year. Net profit for the June quarter of FY26 stood at ₹763 crores, an 18.3% year-on-year increase. However, both revenue and net profit declined compared to Q4FY25. The reason for this drop is the absence of one-time gains and revenue recognition from projects such as The Camellias, an uber luxury offering from DLF.