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
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
MOFSL has Buy ratings on Lodha Developers, DLF, Godrej Properties, and AB Real Estate, while it has a Neutral rating on Oberoi Realty
At 09:36 AM on Wednesday, the Nifty Realty index was the top sectoral loser, down nearly 1 per cent, as compared to 0.2 per cent rise in the Nifty 50.
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
Aditya Birla Real Estate posted a profit in Q4 FY26 against a year-ago loss, though quarterly residential bookings and collections declined year-on-year
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Developer sells over 85 per cent of launched inventory in Bengaluru project, with cumulative bookings across phases nearing ₹2,459 crore amid strong demand in Devanahalli
Given the company's strong cash flow visibility, execution capabilities, and corporate governance, the brokerage believes the stock is likely to trade at a premium to its net asset value (NAV)
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The Aditya Birla Real Estate arm marks its entry into Mumbai's redevelopment segment with a Khar West project, tapping strong demand in the land-constrained MMR housing market
According to Nomura, the latest trends indicate that India's real estate sector is in a mature phase rather than entering a slowdown