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Indian (NIFTY) Real Estate Sector Analysis
UpdatedAug 27, 2025
DataAggregated Company Financials
Companies197
- 7D-1.1%
- 3M-3.0%
- 1Y-11.3%
- YTD-11.5%
Over the last 7 days, the Real Estate industry has risen 1.3%, driven by gains from Phoenix Mills of 3.9%. However, the industry is down 9.4% over the past year. Earnings are forecast to grow by 26% annually.
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 |
|---|---|---|---|---|---|---|
| Wed, 27 Aug 2025 | ₹9.8t | ₹1.1t | ₹215.5b | 36.9x | 45.4x | 8.8x |
| Fri, 25 Jul 2025 | ₹9.9t | ₹1.0t | ₹206.2b | 35.3x | 47.9x | 9.7x |
| Sun, 22 Jun 2025 | ₹9.9t | ₹985.5b | ₹205.9b | 34.7x | 48.3x | 10.1x |
| Tue, 20 May 2025 | ₹9.2t | ₹975.9b | ₹193.4b | 34.2x | 47.5x | 9.4x |
| Thu, 17 Apr 2025 | ₹8.5t | ₹1.1t | ₹220.1b | 33.3x | 38.8x | 7.9x |
| Sat, 15 Mar 2025 | ₹8.1t | ₹1.1t | ₹220.2b | 32x | 36.7x | 7.5x |
| Mon, 10 Feb 2025 | ₹9.3t | ₹1.1t | ₹228.6b | 31.8x | 40.9x | 8.7x |
| Wed, 08 Jan 2025 | ₹10.2t | ₹1.0t | ₹214.4b | 38.1x | 47.4x | 9.9x |
| Fri, 06 Dec 2024 | ₹10.5t | ₹1.0t | ₹214.5b | 34.8x | 48.8x | 10.2x |
| Sun, 03 Nov 2024 | ₹9.9t | ₹1.0t | ₹227.0b | 30.9x | 43.8x | 9.8x |
| Tue, 01 Oct 2024 | ₹10.5t | ₹978.2b | ₹205.1b | 31.6x | 51.2x | 10.7x |
| Thu, 29 Aug 2024 | ₹10.0t | ₹971.3b | ₹203.5b | 31.6x | 48.9x | 10.2x |
| Sat, 27 Jul 2024 | ₹10.0t | ₹839.5b | ₹169.5b | 33.8x | 59.2x | 12x |
| Mon, 24 Jun 2024 | ₹10.3t | ₹832.2b | ₹165.8b | 32.9x | 61.9x | 12.3x |
| Wed, 22 May 2024 | ₹9.3t | ₹803.6b | ₹152.5b | 32.3x | 60.7x | 11.5x |
| Fri, 19 Apr 2024 | ₹8.5t | ₹749.0b | ₹132.3b | 32x | 64.6x | 11.4x |
| Sun, 17 Mar 2024 | ₹7.8t | ₹750.1b | ₹132.5b | 30x | 58.6x | 10.3x |
| Tue, 13 Feb 2024 | ₹7.9t | ₹744.3b | ₹129.3b | 40.1x | 60.9x | 10.6x |
| Thu, 11 Jan 2024 | ₹7.9t | ₹732.8b | ₹116.5b | 34.9x | 68.1x | 10.8x |
| Sat, 09 Dec 2023 | ₹6.9t | ₹730.1b | ₹116.4b | 29.9x | 59x | 9.4x |
| Mon, 06 Nov 2023 | ₹6.0t | ₹682.8b | ₹104.2b | 30.7x | 57.5x | 8.8x |
| Wed, 04 Oct 2023 | ₹5.5t | ₹672.5b | ₹88.7b | 30.4x | 61.9x | 8.2x |
| Fri, 01 Sep 2023 | ₹5.3t | ₹670.4b | ₹88.1b | 30.6x | 60x | 7.9x |
| Sun, 30 Jul 2023 | ₹5.4t | ₹654.6b | ₹76.6b | 30.2x | 71.2x | 8.3x |
| Tue, 27 Jun 2023 | ₹5.0t | ₹659.5b | ₹85.0b | 30.9x | 58.7x | 7.6x |
| Thu, 25 May 2023 | ₹4.7t | ₹676.3b | ₹106.6b | 23.6x | 43.7x | 6.9x |
| Sat, 22 Apr 2023 | ₹4.2t | ₹651.9b | ₹103.0b | 23.9x | 40.7x | 6.4x |
| Mon, 20 Mar 2023 | ₹3.3t | ₹564.7b | ₹90.0b | 21.6x | 36.4x | 5.8x |
| Wed, 15 Feb 2023 | ₹4.0t | ₹621.0b | ₹118.2b | 22.6x | 33.9x | 6.5x |
| Fri, 13 Jan 2023 | ₹4.2t | ₹611.2b | ₹114.1b | 25.3x | 37.2x | 6.9x |
| Sun, 11 Dec 2022 | ₹4.4t | ₹615.2b | ₹103.6b | 26.9x | 42.3x | 7.1x |
| Tue, 08 Nov 2022 | ₹4.3t | ₹588.1b | ₹92.6b | 28.2x | 46.3x | 7.3x |
| Thu, 06 Oct 2022 | ₹4.2t | ₹590.2b | ₹103.5b | 28.7x | 40.6x | 7.1x |
| Sat, 03 Sep 2022 | ₹4.5t | ₹589.7b | ₹96.1b | 26.9x | 46.8x | 7.6x |
Price to Earnings Ratio
46.8x
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 44.7x which is lower than its 3-year average PE of 50.7x.
- The industry is trading close to its 3-year average PS ratio of 8.9x.
Past Earnings Growth
- The earnings for companies in the Real Estate industry have grown 30% per year over the last three years.
- Revenues for these companies have grown 22% 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 | -1.16% | |
| Real Estate | -1.09% | |
| Industrial REITs | 0.23% | |
| REITS | 0% | 0 |
| Office REITs | -0.48% | |
| Real Estate | -1.14% | |
| Retail REITs | -3.30% | |
Industry PE
- Investors are most optimistic about the Retail REITs industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 20.4%, which is higher than its past year's earnings decline of 28.2% 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 27% over the next 5 years.
- This is better than its past earnings growth rate of 13% per year.
- In contrast, the Office REITs industry is expected to see its earnings grow by 14% 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 | |
|---|---|---|---|---|---|
| 503100 Phoenix Mills | ₹1.56k | 3.9% +₹20.8b | -14.5% | PE56.3x | |
| KOLTEPATIL Kolte-Patil Developers | ₹460.30 | 12.7% +₹4.6b | 1.5% | PE49x | |
| HUBTOWN Hubtown | ₹356.10 | 6.5% +₹3.0b | 30.9% | PE41.3x | |
| SIGNATURE Signatureglobal (India) | ₹1.12k | 1.3% +₹2.0b | -25.0% | PE121.9x | |
| RUSTOMJEE Keystone Realtors | ₹655.10 | 2.4% +₹1.9b | -14.1% | PE51.4x |
