Embassy Developments remains confident of achieving Rs 5,000 crore in pre-sales for FY26, banking on upcoming premium project launches in Bengaluru and Mumbai's Worli to offset a slow first half.

India's building materials sector is set for a strong H2 FY26 recovery, with Century Plyboards, Cera Sanitaryware, and Kajaria Ceramics emerging as top stocks to watch as housing demand revives and urbanisation accelerates.

Embassy Developments has announced plans to launch six residential projects in North Bengaluru valued at ₹10,300 crore, spanning 5.6 million sq ft of premium apartments and luxury villas.

Godrej Properties has announced plans to acquire multiple land parcels in FY26 targeting ₹30,000 crore in gross development value, expanding into tier-2 cities and emerging corridors with plotted developments and townships.

India's 28 leading listed real estate developers collectively recorded property sales worth ₹92,437 crore during April-September 2025, with the top five companies accounting for nearly 70% of total bookings, reflecting strong housing demand and buyer preference for established brands.

India's five publicly listed REITs distributed ₹2,331 crore to over 3.3 lakh unitholders in Q2 FY26, with total market AUM reaching ₹2.35 lakh crore, demonstrating growing investor confidence in this transparent income-generating asset class.

Godrej Properties is reportedly preparing to launch residential projects worth ₹22,000 crore in H2 FY26, with major developments planned for Worli and Bandra in Mumbai, as the company aims to achieve its ₹40,000 crore annual launch target amid sustained housing demand.

CapitaLand Investment India announces ₹1,300 crore investment to develop 2.6 million square feet across logistics, data centres, and office redevelopment projects in FY26, while exploring InvIT structures for value creation.

Shriram Properties Ltd has signed a joint development agreement for five acres on Bengaluru's Bannerghatta Road to launch a premium villament project with an estimated gross development value exceeding ₹350 crore, targeting launch in FY26.

Berger Paints India reported a 23% decline in Q2 FY26 net profit to ₹206.4 crore, attributing the drop to prolonged monsoon conditions that dampened demand for paints and coatings across multiple markets despite managing modest revenue growth.

DLF Ltd. reported a 15% decline in net profit to ₹1,171 crore in Q2 FY26, despite achieving strong sales bookings of ₹4,332 crore, primarily driven by its strategic Mumbai market entry with The Westpark project.

Arkade Developers announced plans to launch a ₹3,000 crore ultra-luxury residential project on the historic 4-acre Filmistan Studio plot in Goregaon West, Mumbai. The development featuring twin 50-storey towers with premium apartments is scheduled for rollout in FY26

Arkade Developers Ltd reported a 30% year-on-year revenue increase to ₹265 crore in Q2 FY26, with net profit rising 6% to ₹46 crore, reflecting strong execution across its Mumbai residential portfolio.

Jaipur-based Shubhashish Homes, the real estate arm of JK Jajoo Ventures, recorded over ₹250 crore in pre-sales during H1 FY26, exceeding its entire FY25 performance of ₹211 crore. Strong demand in flagship projects and ahead-of-schedule deliveries position the developer favorably toward its ₹400 cr

Tourism Finance Corporation of India aims to disburse ₹2,000 crore in FY26, expanding into hospitality, real estate, MSME solar financing and tourism-focused AIFs to diversify its lending portfolio beyond traditional sectors.