Archive · 12 Aug 2025
Indian Real Estate Shows Resilience in Q1 FY26
The real estate market in India started the year strong, with many developers meeting their goals.
Companies are doing well selling properties and developing new projects.
Rental income from commercial properties is also up, helping boost the sector.
Most companies are managing their finances well, with low debt.
Experts believe this is a good time for investors, especially in companies like Lodha Developers and Oberoi Realty.
Real estate sector showed a strong Q1 of FY26, driven by pre-sales and business development.
Developers, except Oberoi Realty, maintained their FY26E pre-sales guidance.
Commercial rental income increased, with DLF and Oberoi Realty showing significant gains.
Developers are maintaining low debt levels, with some in net cash positions.
Nomura is bullish on Lodha Developers and Oberoi Realty.
- Who
- Real estate developers and investors.
- What
- Strong performance in the real estate sector.
- When
- Q1 of FY26.
- Where
- India
- Why
- Driven by strong pre-sales and business development.
Optimistic Outlook
Cautious Perspective
Market Resilience
Optimistic Outlook
Strong pre-sales and business development.
Cautious Perspective
Potential impact of macro uncertainties like tariffs and job losses in the IT sector.
- Pre-sales Guidance
- Maintained by most developers
- DLF's Annuity Income Increase
- 15% YoY
- Oberoi Realty's Rentals Surge
- 62%
- Prestige Estates Annual Rental Goal
- Rs 33 billion by FY28
- Lodha's BD Achievement
- Over 90% of full-year guidance in 3 months
- Oberoi Realty Net Debt-to-Equity
- 0.01
