Realty industry

185 companies · ₹8086.5 L cr · 26 with AI deep dives

5y revenue CAGR
median 17.73%(p25 -0.32% · p75 31.27%)
5y avg ROCE
median 6.85%(p25 1.05% · p75 12.93%)
Debt / equity
median 0.42x(p25 0.12x · p75 0.95x)

AI sector brief

from the bucket's latest earnings calls · as of 2026-06-30
tailwindBroad-based residential pre-sales at record levels across most developers12 managements

The dominant sector signal is an unprecedented run of record annual or quarterly bookings across companies of all sizes. Godrej Properties (INR 34,171 cr), Rustomjee (+33%), Sobha…

  • GODREJPROP (Q4FY26): “GPL delivered its best ever year for business development, bookings, collections…”
tailwind8 managements🔒headwind5 managements🔒headwind6 managements🔒headwind5 managements🔒tailwind6 managements🔒headwind2 managements🔒mixed2 managements🔒
7 more themes from this quarter's earnings calls are locked. A free account opens the full brief: every theme with verbatim management quotes, the demand picture, companies running against the tide, and the regulatory & disruption watch. Sign up free →

Companies (186)

sort: mcap · composite · name
CompanyMcapAI verdictSignalsStated KPIs (latest call)
Manjeera Constructions Ltd₹4503.0 L cr Unlock
Poddar Housing & Development Ltd₹3576.0 L cr Unlock
levering up
DLF Ltd₹1.6 L cr Unlock
net cash
Lodha Developers Ltd₹1.3 L cr Unlock
deleveraging
Phoenix Mills Ltd₹72,642 cr Unlock
capex coming onlinedeleveraging
Prestige Estates Projects Ltd₹72,473 cr Unlock
levering up
Oberoi Realty Ltd₹66,612 cr Unlock
latent operating leveragecapex coming online
Godrej Properties Ltd₹64,553 cr Unlock
latent operating leveragelevering up
Anant Raj Ltd₹21,951 cr Unlock
Brigade Enterprises Ltd₹18,259 cr Unlock
capex coming onlinedeleveraging
Sobha Ltd₹14,369 cr Unlock
SignatureGlobal India Ltd₹11,256 cr Unlock
deleveraging
Sri Lotus Developers & Realty Ltd₹9,198 cr Unlock
Embassy Developments Ltd₹8,590 cr Unlock
latent operating leverage
Mahindra Lifespace Developers Ltd₹8,143 cr Unlock
capex coming online
Ganesh Housing Ltd₹6,554 cr Unlock
latent operating leveragecapex coming onlinecapex ahead of revenuecyclical peak base
Max Estates Ltd₹6,407 cr Unlock
levering up
Kalpataru Ltd₹5,560 cr Unlock
Keystone Realtors Ltd₹5,156 cr Unlock
Puravankara Ltd₹5,087 cr Unlock
latent operating leveragelevering up
Sunteck Realty Ltd₹4,511 cr Unlock
latent operating leverage
Raymond Realty Ltd₹4,387 cr Unlock
roce compounder
Ashiana Housing Ltd₹3,905 cr Unlock
TARC Ltd₹3,838 cr Unlock
levering upcyclical peak base
AGI Infra Ltd₹3,836 cr Unlock
roce compounder
Raymond Ltd₹3,831 cr Unlock
latent operating leveragedeleveraging
Kesar India Ltd₹3,802 cr Unlock
Kolte Patil Developers Ltd₹3,508 cr Unlock
latent operating leveragelevering up
Elpro International Ltd₹3,006 cr Unlock
Arvind SmartSpaces Ltd₹2,733 cr Unlock
capex coming onlinelevering up
Hubtown Ltd₹2,706 cr Unlock
deleveraging
Marathon Nextgen Realty Ltd₹2,574 cr Unlock
net cashcyclical peak base
Ajmera Realty & Infra India Ltd₹2,523 cr Unlock
deleveraging
Arkade Developers Ltd₹2,459 cr Unlock
Alembic Ltd₹2,294 cr Unlock
net cash
Omaxe Ltd₹1,578 cr Unlock
Meghna Infracon Infrastructure Ltd₹1,570 cr Unlock
roce compounderlevering up
Shriram Properties Ltd₹1,494 cr Unlock
deleveraging
Avishkar Infra Realty Ltd₹1,296 cr Unlock
Arihant Superstructures Ltd₹1,121 cr Unlock
latent operating leveragelevering up
Unitech Ltd₹1,101 cr Unlock
capex coming online
Arihant Foundations & Housing Ltd₹1,093 cr Unlock
deleveraging
Suraj Estate Developers Ltd₹927 cr Unlock
deleveraging
B-right Realestate Ltd₹899 cr Unlock
levering up
Modis Navnirman Ltd₹768 cr Unlock
net cash
Eldeco Housing & Industries Ltd₹757 cr Unlock
Vascon Engineers Ltd₹740 cr Unlock
cyclical peak base
GeeCee Ventures Ltd₹726 cr Unlock
PVP Ventures Ltd₹715 cr Unlock
latent operating leveragedeleveragingcyclical peak base
Consolidated Construction Consortium Ltd₹697 cr Unlock
net cash
Prozone Realty Ltd₹664 cr Unlock
levering up
Hazoor Multi Projects Ltd₹655 cr Unlock
capex coming onlinelevering up
Shraddha Prime Projects Ltd₹634 cr Unlock
deleveraging
Pansari Developers Ltd₹602 cr Unlock
deleveraging
National Standard (India) Ltd₹583 cr Unlock
capital destroyer
Peninsula Land Ltd₹544 cr Unlock
latent operating leverage
Nila Spaces Ltd₹468 cr Unlock
capex coming online
Rdb Real Estate Constructions Ltd₹449 cr Unlock
Nimbus Projects Ltd₹435 cr Unlock
Suratwwala Business Group Ltd₹418 cr Unlock
latent operating leveragedeleveraging
Emami Realty Ltd₹406 cr Unlock
capital destroyer
Atal Realtech Ltd₹388 cr Unlock
Rdb Infrastructure & Power Ltd₹379 cr Unlock
Baroda Rayon Corpn Ltd₹299 cr Unlock
latent operating leveragedeleveraging
Nila Infrastructures Ltd₹295 cr Unlock
Mason Infratech Ltd₹292 cr Unlock
Madala Holdings Ltd₹282 cr Unlock
latent operating leverage
Shradha Realty Ltd₹279 cr Unlock
latent operating leveragecapex coming onlinedeleveraging
Ravinder Heights Ltd₹277 cr Unlock
net cash
Active Infrastructures Ltd₹270 cr Unlock
capex coming online
Ratnabhumi Developers Ltd₹251 cr Unlock
levering up
Sumit Woods Ltd₹251 cr Unlock
latent operating leveragedeleveragingcyclical peak base
Hampton Sky Realty Ltd₹241 cr Unlock
latent operating leverage
P.E. Analytics Ltd₹233 cr Unlock
roce compounder
Veer Global Infraconstruction Ltd₹230 cr Unlock
latent operating leveragenet cash
Alpine Housing Development Corporat₹229 cr Unlock
S V Global Mill Ltd₹226 cr Unlock
latent operating leveragecapital destroyer
Generic Engineering Construction & Projects Ltd₹222 cr Unlock
Samor Reality Ltd₹214 cr Unlock
Coromandel Engineering Company Ltd₹191 cr Unlock
latent operating leveragedeleveraging
Rainbow Foundations Ltd₹186 cr Unlock
roce compounder
Lancor Holdings Ltd₹180 cr Unlock
deleveraging
Justo Realfintech Ltd₹177 cr Unlock
capex coming onlineroce compounder
Vipul Ltd₹173 cr Unlock
Supreme Holdings & Hospitality (India) Ltd₹170 cr Unlock
latent operating leveragenet cashcapital destroyer
HB Estate Developers Ltd₹168 cr Unlock
deleveraging
Manas Properties Ltd₹162 cr Unlock
net cash
Amj Land Holdings Ltd₹157 cr Unlock
Prajay Engineers Syndicate Ltd₹146 cr Unlock
capex coming onlinecapital destroyer
Thakkers Developers Ltd₹142 cr Unlock
capital destroyer
Raja Bahadur International Ltd₹133 cr Unlock
capex coming onlinelevering up
Rudrabhishek Enterprises Ltd₹118 cr Unlock
Shri Krishna Devcon Ltd₹112 cr Unlock
deleveraging
Virya Resources Ltd₹110 cr Unlock
Shantidoot Infra Services Ltd₹106 cr Unlock
net cash
Standard Industries Ltd₹104 cr Unlock
V R Infraspace Ltd₹101 cr Unlock
DHARAN INFRA-EPC Ltd₹99 cr Unlock
latent operating leveragenet cash
Art Nirman Ltd₹98 cr Unlock
levering up
Prerna Infrabuild Ltd₹97 cr Unlock
latent operating leveragecyclical peak base