Global housing market pressures escalate as policy shifts and economic volatility dampen investor sentiment and construction growth throughout Q2 2026.

Top realty players face mixed Q4 results as launch delays and softening demand sentiment across Indian cities impact overall sales performance in FY26.

Crisil Ratings projects India's housing sales at ₹5.3 trillion in FY27, signalling steady, sustainable growth as the residential real estate sector recalibrates toward long-term market equilibrium.

Kalpataru buy rating suggests 48% upside potential in the Mumbai and Pune residential markets, analysts confirm.

Godrej Properties and Lodha aggressively expand land bank, signalling robust premium residential activity across major Indian cities.

Rustomjee reports a 77% year-on-year fall in Q3 FY26 profit as revenue recognition declines. Pre-sales remain strong with INR 2,676 crore booked in 9M FY26, supporting outlook for recovery.

Abhishek Lodha, CEO of Lodha Developers, states India's housing market remains in early stages with 15-20 years of growth ahead, comparing the sector to an aircraft still taxiing before take-off.