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Indian (NIFTY) Real Estate Sector Analysis

UpdatedNov 29, 2022
DataAggregated Company Financials
Companies179
  • 7D0.6%
  • 3M-4.7%
  • 1Y-8.6%
  • YTD-7.7%

The Real Estate is pretty flat in the last 7 days, but Macrotech Developers has stood out, gaining 3.0%. As for the longer term, the industry has declined 8.6% in the last year. As for the next few years, earnings are expected to grow by 25% per annum.

Sector Valuation and Performance

Has the Indian Real Estate Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 30 Nov 2022₹4.3t₹614.5b₹103.2b27x41.9x7x
Fri, 28 Oct 2022₹4.3t₹594.1b₹104.5b27.8x40.9x7.2x
Sun, 25 Sep 2022₹4.3t₹589.3b₹101.9b28.1x42x7.3x
Tue, 23 Aug 2022₹4.4t₹589.4b₹96.4b27.6x46x7.5x
Thu, 21 Jul 2022₹4.4t₹551.9b₹80.9b29.9x54.5x8x
Sat, 18 Jun 2022₹4.0t₹544.8b₹67.6b26.3x59.2x7.3x
Mon, 16 May 2022₹4.0t₹510.9b₹80.5b29.5x49.5x7.8x
Wed, 13 Apr 2022₹4.6t₹489.8b₹69.8b30.5x66.4x9.5x
Fri, 11 Mar 2022₹4.3t₹489.9b₹69.8b29.8x62.1x8.9x
Sun, 06 Feb 2022₹4.7t₹484.3b₹67.6b37x70.1x9.8x
Tue, 04 Jan 2022₹4.7t₹473.9b₹67.5b35.1x69.6x9.9x
Thu, 02 Dec 2021₹4.8t₹473.8b₹67.4b24.9x70.6x10.1x
Sat, 30 Oct 2021₹4.6t₹453.9b₹63.4b35.7x72.3x10.1x
Mon, 27 Sep 2021₹4.5t₹470.8b₹42.8b32x104x9.5x
Wed, 25 Aug 2021₹3.6t₹482.8b₹43.1b26.7x83.5x7.5x
Thu, 01 Jul 2021₹3.3t₹482.8b₹43.1b25.7x76.2x6.8x
Sun, 04 Apr 2021₹2.6t₹373.3b₹25.7b19.3x101.8x7x
Wed, 06 Jan 2021₹2.2t₹363.7b-₹23,124,655,028.0019.5x-94.6x6x
Sat, 10 Oct 2020₹1.5t₹381.4b-₹21,041,626,660.0014.1x-73.3x4x
Fri, 03 Jul 2020₹1.5t₹420.1b-₹11,131,469,468.0012.8x-130.8x3.5x
Mon, 06 Apr 2020₹1.3t₹487.8b₹5.1b13.5x258.6x2.7x
Thu, 09 Jan 2020₹2.0t₹526.8b₹39.0b14.3x51.8x3.8x
Price to Earnings Ratio

58.1x


Total Market Cap: ₹2.0tTotal Earnings: ₹33.7bTotal Revenue: ₹531.5bTotal Market Cap vs Earnings and Revenue0%0%0%
Indian Real Estate Sector Price to Earnings3Y Average 40.4x202020212022
Current Industry PE
  • Investors are relatively neutral on the Indian Real Estate industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 40.9x.
  • The industry is trading close to its 3-year average PS ratio of 6.4x.
Past Earnings Growth
  • The earnings for companies in the Real Estate industry have grown 45% per year over the last three years.
  • Revenues for these companies have grown 5.0% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Indian Real Estate sector?

IN Market1.88%
Real Estate0.63%
REITS0.98%
Real Estate0.56%
Industry PE
  • Investors are most optimistic about the REITS industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 25.0%, which is higher than its past year's earnings growth of 12.9% per year.
  • Investors are most pessimistic about the Real Estate industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average.
Forecasted Growth
  • Analysts are most optimistic on the Real Estate industry, expecting annual earnings growth of 26% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the REITS industry is expected to see its earnings grow by 25% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
543287 Macrotech Developers₹994.153.0%
+₹14.0b
-29.5%PB4.2x
OBEROIRLTY Oberoi Realty₹904.501.7%
+₹5.6b
8.6%PB3x
DLF DLF₹392.550.5%
+₹4.6b
4.7%PB2.7x
EMBASSY Embassy Office Parks REIT₹340.941.3%
+₹4.2b
-5.3%PB1.3x
GODREJPROP Godrej Properties₹1.28k1.1%
+₹3.9b
-36.0%PB4x
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Latest News

532924

₹303.70

Kolte-Patil Developers

7D

-3.3%

1Y

4.5%

543217

₹334.66

Mindspace Business Parks REIT

7D

-3.3%

1Y

5.3%

523716

₹144.40

Ashiana Housing

7D

-4.3%

1Y

-15.3%

532313

₹383.80

Mahindra Lifespace Developers

7D

5.5%

1Y

51.0%

OBEROIRLTY

₹904.50

Oberoi Realty

7D

1.7%

1Y

8.6%

IBREALEST

₹84.80

Indiabulls Real Estate

7D

5.0%

1Y

-49.4%

EMBASSY

₹340.94

Embassy Office Parks REIT

7D

1.3%

1Y

-5.3%

BIRET

₹289.99

Brookfield India Real Estate Trust

7D

-0.8%

1Y

2.3%

543287

₹994.15

Macrotech Developers

7D

3.0%

1Y

-29.5%

532929

₹480.45

Brigade Enterprises

7D

2.2%

1Y

-3.8%

500013

₹16.95

Ansal Properties & Infrastructure

7D

-21.9%

1Y

52.2%

DLF

₹392.55

DLF

7D

0.5%

1Y

4.7%

515055

₹99.45

Anant Raj

7D

-2.5%

1Y

52.2%

504882

₹4,461.70

National Standard (India)

7D

-5.5%

1Y

-64.1%