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<ul><li>Demand holding on steady, this quarter saw launches pushing out to Q4FY26: The Indian real estate market sustained its mature growth trajectory into Q3FY26, building on the steady demand dynamics established earlier in the fiscal year</li><li>Tier-2 and tier-3 cities continued to drive mid-premium residential sales, while core metros maintained their leadership in the mid-premium to luxury segment</li><li>Demand remained steady with new launches witnessing 40-50% absorption, whilst sustenance sales helped</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Demand holding on steady, this quarter saw launches pushing out to Q4FY26: The Indian real estate market sustained its mature growth trajectory into Q3FY26, building on the steady demand dynamics established earlier in the fiscal yearTier-2 and tier-3 cities continued to drive mid-premium residential sales, while core metros maintained their leadership in the mid-premium to luxury segmentDemand remained steady with new launches witnessing 40-50% absorption, whilst sustenance sales helpedContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Real Estate (Q3FY26 Results Preview): Demand stable, launches awaited

<ul><li>Following the strong price surge and record sales of FY24/25, the Indian real estate market is entering a phase of mature, steady growth in FY26</li><li>The momentum has broadened, with Tier-2/3 cities fueling mid-premium housing demand and core metros leading the luxury segment</li><li>Driven by urbanization, rising incomes, and the prevalence of nuclear families, demand is stabilizing</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Following the strong price surge and record sales of FY24/25, the Indian real estate market is entering a phase of mature, steady growth in FY26The momentum has broadened, with Tier-2/3 cities fueling mid-premium housing demand and core metros leading the luxury segmentDriven by urbanization, rising incomes, and the prevalence of nuclear families, demand is stabilizingContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Real Estate (Q2FY26 Results Preview): Sustenance to drive presales momentum

<ul><li>Kotak Mahindra Bank: Kotak Mahindra Bank’s (KMB) Q1FY26 earnings missed estimates on the back of higher-than-expected NIM compression and elevated credit costs emerging from unsecured and retail CV segments</li><li>Healthy loan growth (+14% YoY/+4% QoQ) was driven by secured businesses</li><li>Deposit growth (+14% YoY/+2% QoQ) hugged loan growth, as CASA ratio clocked in at 40.9% (-209bps QoQ) on the back of de-growth in floating SA balances and continued traction in TD sweeps (+22% YoY)</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Kotak Mahindra Bank: Kotak Mahindra Bank’s (KMB) Q1FY26 earnings missed estimates on the back of higher-than-expected NIM compression and elevated credit costs emerging from unsecured and retail CV segmentsHealthy loan growth (+14% YoY/+4% QoQ) was driven by secured businessesDeposit growth (+14% YoY/+2% QoQ) hugged loan growth, as CASA ratio clocked in at 40.9% (-209bps QoQ) on the back of de-growth in floating SA balances and continued traction in TD sweeps (+22% YoY)Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

HSIE Results Daily: Kotak Mahindra Bank, Sobha

<ul><li>Demand backed sales momentum: The residential segment witnessed a strong rebound in Q1FY26, backed by robust sales and resilient demand across mid premium and luxury categories</li><li>Developers like Prestige Estates, DLF and Sobha delivered record-high quarterly presales, reinforced by new launches and sustained buyer sentiment</li><li>While FY25 faced moderation due to high base effect, delayed approvals, and EOI-to-sales conversion challenges, Q1FY26 signals a revival, marked by improved launches and price resilience</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Demand backed sales momentum: The residential segment witnessed a strong rebound in Q1FY26, backed by robust sales and resilient demand across mid premium and luxury categoriesDevelopers like Prestige Estates, DLF and Sobha delivered record-high quarterly presales, reinforced by new launches and sustained buyer sentimentWhile FY25 faced moderation due to high base effect, delayed approvals, and EOI-to-sales conversion challenges, Q1FY26 signals a revival, marked by improved launches and price resilienceContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Real Estate (Q1FY26 Results Preview): Presales Resilient on Robust Demand

<ul><li>Strategic consolidation across regions: The residential segment continued to witness stable demand, particularly in the mid-income and luxury housing categories</li><li>This trend is supported by favorable economic conditions and positive buyer sentiment</li><li>Real estate sector is entering a phase of strategic consolidation post a blockbuster FY24</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Strategic consolidation across regions: The residential segment continued to witness stable demand, particularly in the mid-income and luxury housing categoriesThis trend is supported by favorable economic conditions and positive buyer sentimentReal estate sector is entering a phase of strategic consolidation post a blockbuster FY24Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Real Estate (Q4FY25 Results Preview): Consolidation coming

India

Sobha Limited provides construction services. The Company offers design and architecture, mechanical, plumbing, interiors, landscape, residential, commercial, and civil construction services. Sobha serves customers in India, Singapore, and United Arab Emirates.

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Sobha Ltd (SOBHA IN)

Real Estate (Q3FY26 Results Preview): Demand stable, launches awaited

The Indian real estate market sustained its mature growth trajectory into Q3FY26, building on the steady demand dynamics established earlier in the...

HDFC Securities

Real Estate (Q2FY26 Results Preview): Sustenance to drive presales momentum

Following the strong price surge and record sales of FY24/25, the Indian real estate market is entering a phase of mature, steady growth in FY26

HDFC Securities

HSIE Results Daily: Kotak Mahindra Bank, Sobha

Kotak Mahindra Bank: Kotak Mahindra Bank’s (KMB) Q1FY26 earnings missed estimates on the back of higher-than-expected NIM compression

HDFC Securities

Real Estate (Q1FY26 Results Preview): Presales Resilient on Robust Demand

The residential segment witnessed a strong rebound in Q1FY26, backed by robust sales and resilient demand across mid premium and luxury categories

HDFC Securities

Real Estate (Q4FY25 Results Preview): Consolidation coming

Strategic consolidation across regions: The residential segment continued to witness stable demand, particularly in the mid-income and luxury...

HDFC Securities

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