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.