Motilal Oswal said Lodha Developers witnessed accelerated business development activity in the first nine months, with project launches expected to pick up pace in Q4FY26
Bata India, Indian Hotels, IGL, MGL, Just Dial, Kalyan Jewellers, Jubilant FoodWorks, Oberoi Realty, Mankind Pharma and Suzlon Energy have hit their respective 52-week lows.
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
The developer said the additional investment will support a 2.5 GW green integrated data centre park in the Mumbai region, expected to create over 16,000 jobs and host global players
The group said that the 2.5-gigawatt data center park will be the largest of its kind in India; firms including Amazon and STT Global Data Centers have purchased land parcels at the site
In the past two weeks, the BSE Realty index has slipped 10 per cent, as against a 2.5 per cent decline in the BSE Sensex.
Real-estate stocks in focus: However, in the past six months, Nifty Realty index has underperformed the market by falling 7.4 per cent, as against 2.1 per cent rise in the Nifty 50.
Lodha Developers, Nomura said, has maintained its FY26E presales guidance of ₹21,000 crore, implying a Q4FY26F presales target of ₹6,500 crore (up 35 per cent Y-o-Y)
Stocks to Watch today, January 7, 2026: Godrej Consumer, Titan, Jubilant FoodWorks, YES Bank are among key stocks that will be in focus today
The Mumbai-based developer's collections were Rs 3,560 crore for Q3 FY26, down 17 per cent year-on-year, but up 2 per cent quarter-on-quarter
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.
Lodha Developers stock: This momentum, analysts believe, is underpinned by increasing geographic diversification, a broad-based product portfolio, & emerging value-unlocking opportunities at Palava.
In the past one month, the realty index has tanked 8 per cent, as against 2 per cent rise in the Nifty 50.
Mumbai based realty major on track to deliver full year pre-sales guidance of Rs 21,000 crore
Stocks to watch today: Oil India, KEC International, JD Cables, and Anant Raj among otherer top stocks to watch today.
Real estate stocks fell up to 5% as investors booked profits. A dip in foreign capital inflows and global headwinds also weighed on sector sentiment
The key trigger for the sector and listed companies are trends in housing sales. Data on this front does not look favourable
HoABL's Naigaon project, developed with Mittal Builders, drew 8,838 registrations for 1,419 homes as the firm used agentic AI to run sales without site visits or staff
Real estate sector/stocks: The Nifty Realty index has slumped nearly 14 per cent so far in 2025 (till Sept 15), in sharp contrast to the 6 per cent gain in the benchmark Nifty50 index.