Q1 FY26 Indian real estate outlook: record presales, robust cash flows, premium demand across NCR & Bengaluru; approvals and execution remain key risks.
This is one of the most thorough roundups I’ve seen on India’s real estate cycle—great balance of demand trends, financial health, and execution risks. The point about sales being constrained more by supply than demand really stood out, especially given the record presales and strong balance sheets across developers. It feels like the sector is at a pivotal moment. Do you think approval bottlenecks will eventually ease enough to sustain this bullish cycle, or could they become the key factor that slows momentum despite strong demand?
This is one of the most thorough roundups I’ve seen on India’s real estate cycle—great balance of demand trends, financial health, and execution risks. The point about sales being constrained more by supply than demand really stood out, especially given the record presales and strong balance sheets across developers. It feels like the sector is at a pivotal moment. Do you think approval bottlenecks will eventually ease enough to sustain this bullish cycle, or could they become the key factor that slows momentum despite strong demand?
Bottlenecks are a feature of the Indian market.