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Buy Lodha Developers, Aditya Birla Real Estate; organised players to benefit from housing market consolidation: Siddhartha Khemka
India's real estate market is seeing a K-shaped recovery, with major developers outperforming smaller ones. Leading companies are gaining market share due to strong finances and execution, while new project launches are consolidating among well-capitalised players.
Pulse of the Street: Realty and healthcare lifts markets, but weak rupee clouds rally
Markets rose nearly 1% this week as softer crude oil prices, easing volatility and buying in real estate, healthcare and consumption stocks lifted sentiment. However, weakness in capital goods and power, along with continued pressure on the rupee, showed that the recovery remained selective
India real estate attracts USD 2.9 billion in Q2 Calender Year 2026; Chennai, Bengaluru drive 27% inflows
The report said domestic investments more than doubled to USD 1.33 billion during the quarter, accounting for 46 per cent of the total inflows. Foreign investments stood at USD 1.54 billion, contributing 54 per cent of the total despite global trade and capital deployment uncertainties arising from the West Asia crisis. The inflows were supported by select large transactions.
Raymond Realty gains 10% as Q1 pre-sales more than double; FY27 margin guidance maintained
Raymond Realty maintained its FY27 EBITDA margin guidance of 17%-19%, saying the first-quarter margin profile was in line with expectations and reflected the seasonality associated with the real estate development cycle.
'India's private credit market primed for sustained growth'
India's private credit market is poised for significant expansion, projected to reach $50 billion by 2030, fueled by increasing corporate funding needs and limitations faced by traditional banks. While this alternative capital source is gaining traction, new RBI regulations allowing bank acquisition financing could introduce greater competition. Real estate and infrastructure sectors are leading this growth, with promoter financing also playing a crucial role.
'India's private credit market primed for sustained growth'
India's private credit market is poised for significant expansion, projected to reach $50 billion by 2030, fueled by increasing corporate funding needs and limitations faced by traditional banks. While this alternative capital source is gaining traction, new RBI regulations allowing bank acquisition financing could introduce greater competition. Real estate and infrastructure sectors are leading this growth, with promoter financing also playing a crucial role.
How Jewar Airport could trigger a Gurugram-like boom in Faridabad
Faridabad, once a quiet NCR real estate market, is poised for rapid transformation driven by the upcoming Noida International Airport. Improved connectivity, particularly the proposed Faridabad-Jewar Expressway, is expected to mirror Gurugram's early airport-led growth. This, combined with existing infrastructure upgrades and attractive pricing, is drawing significant interest from homebuyers and investors, signaling a new era of development for the city.
Moody’s report suggests India’s private credit market could double by FY30
India's private credit market is set for robust expansion, projected to reach $50 billion by FY30. Driven by escalating corporate funding needs and limitations faced by traditional banks, this alternative capital source is becoming a preferred option for businesses. Real estate, infrastructure, and promoter financing are key growth areas, attracting diverse investors seeking attractive returns for managing significant risks.
India's private credit market doubles to $25 billion AUM in five years: Report
India's private credit market is booming, nearly doubling to $25 billion in assets under management over five years, fueled by strong business demand. The Insolvency and Bankruptcy Code has boosted lender confidence, enabling financing for stressed firms. Real estate and infrastructure sectors are key beneficiaries. While global investors are increasing their participation, potential liquidity risks loom, as highlighted by past crises. Despite challenges, significant growth is anticipated.
Lodha, Aditya Birla Real Estate Preferred Over DLF, Godrej Properties — Check Target Prices, Ratings by Motilal Oswal
Most real estate players in the sector are now trading at a 10-35% discount to their respective NAVs
India M&A Funding Rule To Squeeze Private Credit, Moody's Says
Moody's expects the market to continue expanding in the country, supported by strong financing demand from infrastructure, real estate and founder-led refinancing transactions.
Retail leasing jumps 18% YoY in Q2 despite supply crunch: Cushman & Wakefield
India's retail real estate market is booming, with leasing up significantly quarter-on-quarter and year-on-year. Despite limited new mall supply, retailers are actively leasing space, especially in organized formats and established high streets. This strong demand is leading to tighter vacancies and rising rentals, with fashion and F&B sectors showing particular strength. Future supply additions are expected to ease constraints.