Real Estate Sector Ki Lag Gayi Lottery! Budget 2026 Ne Diya Boost, CLSA Ne Diye Top Picks: DLF & Embassy REIT

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AuthorAnanya Iyer|Published at:
Real Estate Sector Ki Lag Gayi Lottery! Budget 2026 Ne Diya Boost, CLSA Ne Diye Top Picks: DLF & Embassy REIT
Overview

Sunn lo, sunn lo! Global brokerage CLSA ne India ke Real Estate Sector ke liye apna outlook badha diya hai. Budget 2026 mein aaye naye policies ki wajah se sector mein tezi aane wali hai. Aur CLSA ne DLF aur Embassy REIT ko sabse best picks bataya hai.

Budget 2026 Ne Machaya Dhamal!

Is baar Budget 2026 mein Real Estate Sector ke liye kuch zabardast policies aayi hain, jisse pura sector chalne wala hai. Khasiyat Global Capability Centres (GCCs) aur badhti hui data center industry par hai. CLSA jaise bade brokerage ne bhi is pe focus kiya hai aur kaha hai ki ab sector mein acchi tezi dikhegi.

Tax Rules Mein Clarity Aur Bade Benefits!

Budget mein GCCs ke liye tax rules ko saaf kiya gaya hai, taaki aur zyada foreign companies India mein invest karein. Aur toh aur, jo companies India mein data centers banayengi, unko saal 2047 tak tax holiday milegi! Ye sab dekh kar foreign capital ki entry badhne ki umeed hai, jisse commercial aur industrial real estate ko faayda hoga.

DLF Aur Embassy REIT Hain CLSA Ke Fav!

Is sab ka fayda un developers ko hoga jo annuity-based assets bana rahe hain ya data centers ke liye land de rahe hain. CLSA ne specifically DLF ka naam liya hai, jiska market cap lagbhag ₹1.51 lakh crore hai aur P/E ratio 35.41x ke aas paas hai (January 2026 tak). Dusri taraf, Embassy REIT ka market cap ₹41,600 crore hai aur P/E 18.5x hai. Ye REIT commercial office spaces, hospitality wagera mein kaam karta hai.

Choti Mushkil Par Bada Future?

Haan, ek choti si dikkat hai. Minimum Alternate Tax (MAT) credits ke use par kuch restrictions hain, jisse mid-term mein thoda effect aa sakta hai. Lekin CLSA ka kehna hai ki long-term mein GCCs aur data centers se hone wala faayda isse bahut zyada hoga. Overall, CLSA ka view positive hai aur long-term gains pe focus karne ki salah hai.

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