Real Estate

Ashiana Housing has recorded residential sales worth Rs. 767 crore in Gurugram, underscoring sustained demand in the premium and upper-mid housing segment despite evolving macroeconomic conditions. The transaction momentum reflects robust buyer sentiment in strategically located micro-markets, driven by end-user demand and selective investor participation. The strong absorption levels also highlight the continued appeal of branded developers with established execution capabilities.

Sri Lotus Developers reported a 37 percent year-on-year rise in net profit for the third quarter, underscoring resilient demand across residential and mixed-use segments. The earnings growth was driven by higher project completions, improved sales velocity, and disciplined cost management. Revenue expansion, coupled with operational efficiency, strengthened margins during the period. Management attributed the performance to sustained buyer confidence, favorable financing conditions, and strategic project launches in high-growth micro-markets.

Arvind SmartSpaces has strengthened its presence in South India by acquiring a new residential development project in Bengaluru, reinforcing its strategy of scaling operations in high-growth urban corridors. The acquisition underscores the company’s asset-light expansion model, focused on capital efficiency and accelerated project turnaround. With Bengaluru continuing to attract technology investments, startup activity and high-income employment clusters, residential demand remains structurally robust.

Arvind SmartSpaces Ltd has strengthened its presence in India’s most dynamic residential market by acquiring a strategically located land parcel in Bengaluru. The transaction underscores the developer’s expansion-led growth strategy, focused on high-demand urban corridors with strong infrastructure connectivity and sustained end-user demand. The proposed project is expected to generate substantial booking value and reinforce the company’s pipeline visibility over the medium term.

Mahindra Lifespace Developers Ltd has posted a strong performance in Q3 FY2026, reporting a net profit of Rs 109 crore, marking a notable improvement over the same period last year. The growth reflects healthy sales in residential and commercial projects, operational efficiencies, and strategic cost management. Revenue and pre-tax margins have shown resilience despite macroeconomic challenges, including rising input costs and interest rate pressures. Analysts note that the company’s focus on sustainable urban developments and tier-1 city projects has bolstered investor confidence.

Lodha Developers delivered a robust financial performance in the third quarter, posting a net profit of Rs 957 crore, reflecting sustained momentum in India’s residential real estate market. The earnings growth underscores strong housing demand, improved project execution, and a disciplined approach to cost management. The company benefited from healthy pre-sales, premium project traction, and continued expansion across key urban markets. Analysts say the results highlight Lodha’s resilience amid broader macroeconomic uncertainties and rising input costs.

India’s retail real estate sector demonstrated remarkable resilience in 2025, with leasing activity surging 54% year-on-year, according to a recent industry report. The growth reflects rising consumer confidence, increasing footfalls in urban centers, and expanding organized retail chains. Analysts note that strong demand is concentrated in high-street and mall-based retail spaces, driven by a combination of domestic consumption recovery and strategic expansions by national and international brands.

Mindspace REIT reported a robust 33% year-on-year increase in Q3 FY26 net profit, reaching Rs 180 crore, driven by higher rental income and occupancy growth across its portfolio. The real estate investment trust’s strategic focus on premium office spaces and diversified tenant base contributed to consistent cash flows and enhanced asset performance. With India’s office leasing market showing resilience despite macroeconomic headwinds, Mindspace REIT has leveraged strong leasing traction, operational efficiencies, and cost control measures.

India’s luxury residential property market, which has witnessed an extraordinary post-pandemic surge, may be approaching a period of slower growth by FY27, according to emerging industry signals. Strong demand from high-net-worth individuals, rising urban wealth, and premium project launches have driven record sales and price appreciation across major metros. However, affordability pressures, elevated interest rates, and a potential normalization in investor appetite could temper momentum.