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Indian (NIFTY) Real Estate Sector Analysis
UpdatedFeb 06, 2025
DataAggregated Company Financials
Companies191
- 7D4.5%
- 3M-6.2%
- 1Y6.4%
- YTD-8.7%
Macrotech Developers is up 3.3%, leading the way for the Real Estate industry, which has gained 4.5%. This takes the industry's 12 month performance to a gain of 6.4%. 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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 06 Feb 2025 | ₹9.5t | ₹1.1t | ₹229.0b | 31.5x | 41.4x | 8.9x |
| Sat, 04 Jan 2025 | ₹10.4t | ₹1.0t | ₹214.4b | 36.5x | 48.3x | 10.1x |
| Mon, 02 Dec 2024 | ₹10.0t | ₹1.0t | ₹214.5b | 33.6x | 46.5x | 9.7x |
| Wed, 30 Oct 2024 | ₹9.8t | ₹1.0t | ₹234.2b | 30.1x | 41.9x | 9.7x |
| Fri, 27 Sep 2024 | ₹10.8t | ₹978.2b | ₹205.1b | 33.3x | 52.6x | 11x |
| Sun, 25 Aug 2024 | ₹9.8t | ₹971.3b | ₹203.5b | 30.3x | 48.4x | 10.1x |
| Tue, 23 Jul 2024 | ₹10.0t | ₹836.6b | ₹168.2b | 31.8x | 59.6x | 12x |
| Thu, 20 Jun 2024 | ₹10.1t | ₹829.2b | ₹165.5b | 32x | 61x | 12.2x |
| Sat, 18 May 2024 | ₹9.0t | ₹782.4b | ₹146.3b | 31.4x | 61.4x | 11.5x |
| Mon, 15 Apr 2024 | ₹8.7t | ₹749.0b | ₹132.3b | 32.6x | 65.9x | 11.6x |
| Wed, 13 Mar 2024 | ₹8.1t | ₹750.1b | ₹132.5b | 30.3x | 61.3x | 10.8x |
| Fri, 09 Feb 2024 | ₹8.2t | ₹742.3b | ₹129.1b | 41.1x | 63.1x | 11x |
| Sun, 07 Jan 2024 | ₹7.7t | ₹732.8b | ₹116.5b | 31.4x | 66.2x | 10.5x |
| Tue, 05 Dec 2023 | ₹6.8t | ₹729.0b | ₹116.6b | 29.5x | 58.5x | 9.4x |
| Thu, 02 Nov 2023 | ₹5.8t | ₹676.7b | ₹104.2b | 29.9x | 55.3x | 8.5x |
| Sat, 30 Sep 2023 | ₹5.5t | ₹672.5b | ₹88.7b | 30.1x | 61.9x | 8.2x |
| Mon, 28 Aug 2023 | ₹5.1t | ₹675.1b | ₹68.5b | 29.4x | 74.6x | 7.6x |
| Wed, 26 Jul 2023 | ₹5.2t | ₹662.4b | ₹77.7b | 29.6x | 67.5x | 7.9x |
| Fri, 23 Jun 2023 | ₹5.0t | ₹659.5b | ₹85.0b | 29.8x | 59.2x | 7.6x |
| Sun, 21 May 2023 | ₹4.7t | ₹673.6b | ₹106.1b | 24.9x | 43.8x | 6.9x |
| Tue, 18 Apr 2023 | ₹4.2t | ₹651.9b | ₹103.0b | 23.9x | 41.1x | 6.5x |
| Thu, 16 Mar 2023 | ₹3.8t | ₹646.4b | ₹102.8b | 23.3x | 37.1x | 5.9x |
| Sat, 11 Feb 2023 | ₹4.1t | ₹621.2b | ₹117.4b | 24x | 35x | 6.6x |
| Mon, 09 Jan 2023 | ₹4.2t | ₹610.7b | ₹114.2b | 26.3x | 37x | 6.9x |
| Wed, 07 Dec 2022 | ₹4.5t | ₹615.2b | ₹103.5b | 27.4x | 43.2x | 7.3x |
| Fri, 04 Nov 2022 | ₹4.3t | ₹594.1b | ₹104.5b | 30.2x | 40.8x | 7.2x |
| Sun, 02 Oct 2022 | ₹4.1t | ₹589.3b | ₹101.9b | 28.7x | 40.7x | 7x |
| Tue, 30 Aug 2022 | ₹4.3t | ₹589.7b | ₹96.1b | 27x | 45x | 7.3x |
| Thu, 28 Jul 2022 | ₹4.4t | ₹563.8b | ₹81.8b | 27.8x | 54.2x | 7.9x |
| Sat, 25 Jun 2022 | ₹4.0t | ₹545.3b | ₹77.5b | 26.6x | 51.8x | 7.4x |
| Mon, 23 May 2022 | ₹4.2t | ₹512.2b | ₹80.7b | 27.1x | 51.7x | 8.1x |
| Wed, 20 Apr 2022 | ₹4.5t | ₹489.7b | ₹69.8b | 29.9x | 64.5x | 9.2x |
| Fri, 18 Mar 2022 | ₹4.5t | ₹489.9b | ₹69.8b | 29.7x | 63.8x | 9.1x |
| Sun, 13 Feb 2022 | ₹4.7t | ₹482.4b | ₹68.5b | 35.7x | 68.2x | 9.7x |
Price to Earnings Ratio
68.2x
Current Industry PE
- Investors are pessimistic on the Indian Real Estate industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 41.4x which is lower than its 3-year average PE of 53.4x.
- The industry is trading close to its 3-year average PS ratio of 8.8x.
Past Earnings Growth
- The earnings for companies in the Real Estate industry have grown 50% per year over the last three years.
- Revenues for these companies have grown 30% 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 Market | 2.42% | |
| Real Estate | 4.49% | |
| Real Estate | 5.14% | |
| REITS | 0% | 0 |
| Specialized REITs | 0% | 0 |
| Residential REITs | 0% | 0 |
| Hotel and Resort REITs | 0% | 0 |
| Health Care REITs | 0% | 0 |
| Office REITs | -0.43% | |
| Retail REITs | -0.70% | |
| Industrial REITs | -1.06% | |
Industry PE
- Investors are most optimistic about the Real Estate industry even though it's trading below its 3-year average PE ratio of 53.5x.
- Analysts are expecting annual earnings growth of 26.3%, which is higher than its past year's earnings growth of 14.8% per year.
- Investors are most pessimistic about the Industrial REITs 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 better than its past earnings growth rate of 15% per year.
- In contrast, the Office REITs industry is expected to see its earnings grow by 10% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| LODHA Macrotech Developers | ₹1.20k | 3.3% +₹38.0b | 8.1% | PE47.7x | |
| DLF DLF | ₹764.05 | 1.9% +₹34.7b | -8.0% | PE47.2x | |
| 526367 Ganesh Housing | ₹1.48k | 14.4% +₹15.5b | 109.3% | PE22.6x | |
| OBEROIRLTY Oberoi Realty | ₹1.80k | 2.4% +₹15.3b | 33.6% | PE25.3x | |
| 515055 Anant Raj | ₹596.75 | 6.0% +₹11.6b | 73.7% | PE52.3x |