loader2
Login Open ICICI 3-in-1 Account
Text Size
Text to Speech
Color Contrast
Pause Animations

Open ICICI
3-in-1 Account

Manage your Savings, Demat and Trading Account conveniently at one place

+91

BLOG

Real estate sector likely to post mixed Q4FY26 performance

ICICIdirect Research 17 Apr 2026 DISCLAIMER

Real estate sector is expected to post mixed performance during Q4FY26 especially on the residential sales booking front on account of deferrals by customers in lieu of Iran war. However, low base and strong sales booking by some companies is expected to drive overall pre-sales growth of 11% YoY for Q4FY26. Consequently, in-line with the operational updates announced by some companies, pre-sales booking performance is expected to be a mixed bag.

On the leasing space, we expect commercial leasing across companies to remain firm benefitting companies like DLF and Brigade Enterprises in our coverage universe. As per industry reports, commercial leasing is expected to grow in mid-double digits in area terms on account of rising share of GCCs.

Overall, realty space is expected to be affected by Iran war led uncertainties in the near term while structural macro triggers remain intact for a medium to longer term growth.

Stocks Preferred – Brigade Enterprises, Shriram Properties

Download ICICI Direct app

Invest, Track, and Manage your Portfolio Anytime, Anywhere

Download ICICI Direct app

Invest, Track, and Manage your Portfolio Anytime, Anywhere