Real Estate Stocks

Pre-sales numbers for most real estate developers are expected to stay on track in Q1FY27 to achieve targets for FY27, even as top developers like Oberoi and DLF did not launch projects this quarter

The Nifty Realty index recouped its two-day loss on Thursday led by strong gains in Brigade Enterprises, Phoenix Mills, DLF and Godrej Properties.

The BSE Realty index turned positive on an YTD basis in July, having gained over 43% from its calendar year low. Analysts flag a positive bias in the short-term, but caution over long-term; here's why

Buying interest extended to broader markets as well, with the Nifty Midcap 100 and Nifty Smallcap 100 indices settled higher by 0.45 per cent and 0.75 per cent, respectively

Nifty Realty index: MOFSL named Macrotech Developers (Lodha) as its preferred pick among large-cap players and also maintains a positive view on DLF and Godrej Properties

Virat Jagad, technical analyst at Bonanza believes that DLF, Sobha and Lodha are precariously placed on the charts, wherein a breach of key supports could make them vulnerable to further downside.

Analysts expect Indian real estate growth to slow in FY27, but see opportunities in Lodha, Sobha, Mahindra Lifespace, DLF and Prestige Estates amid healthy demand for project launches

Brigade Enterprises reported a consolidated net profit of ₹145.5 crore in Q4FY26, down 41.1 per cent from ₹246.8 crore in the year-ago period

Raymond Realty reported a net profit of 161 crore, up 44 per cent from ₹112 crore in the year-ago period. In the Q3FY26, the company's net profit stood at ₹67 crore

Prestige Estates Projects (PEPL) is one of the leading real estate developers in India in terms of booking value

Nifty Realty index correction: The fall in real estate stocks comes after two years of rally that saw the Nifty Realty index climb 34.39 per cent in 2024 and 81.34 per cent in 2023

Prestige Estates shares rose after the company's announcement of record-breaking operational results for Q3 and 9MFY26, coupled with launch of a new premium residential project in Bengaluru.

At 1:10 PM, Omaxe shares were trading 16.15 per cent higher at ₹84.30 per share. By comparison, BSE Sensex was trading 0.6 per cent lower at 83,371.45 levels.

The overall market environment, Signatureglobal (India) said, has turned softer and that has impacted the company

Nomura highlights that developers are on track for a third consecutive quarter of steady sales momentum, driven largely by sustained interest in branded residential offerings.

On the bourses, meanwhile, Lodha Developers share price was trading 0.09 per cent lower at ₹1,078.40 per share around 10:50 AM. By comparison, BSE Sensex was trading 0.21 per cent lower at 85,226.75.

On the bourses, ABREL Share price surged up to 3.01 per cent to hit an intraday high of ₹1,770.65 per share.

Lodha Developers stock: This momentum, analysts believe, is underpinned by increasing geographic diversification, a broad-based product portfolio, & emerging value-unlocking opportunities at Palava.

According to Shrikant Chouhan of Kotak Securities, Prestige remains well placed to benefit from sectoral tailwinds, and ITC continues to position itself as a future-ready Indian conglomerate

Best real estate stocks to buy: Emkay Global assigned a 'Buy' rating on Lodha Developers, Sunteck Realty, and Arvind Smartspaces, an 'Add' rating on DLF, and a 'Reduce' rating on Oberoi Realty