Real Estate Stocks: January Mein Giraawat, Ab Budget 2026 Se Reforms Ki Demand!

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AuthorIshaan Verma|Published at:
Real Estate Stocks: January Mein Giraawat, Ab Budget 2026 Se Reforms Ki Demand!
Overview

Yaar, yeh real estate stocks ka scene bigad raha hai! January 2026 mein Nifty Realty index **12%** drop ho gaya hai, aur Signature Global jaise stocks toh **28%** tak gir gaye. Ab sector waale Budget 2026 se help maang rahe hain taaki market ko boost mil sake.

Dekho, yeh jo January 2026 shuru hua hai na, real estate stocks ke liye bilkul achha nahi raha. Nifty Realty index toh seedha 12% gir gaya, aur Signature Global (India) Ltd ka share toh 28% tak neeche aa gaya! Issi wajah se investors bhi thode worried hain aur sector mein liquidity ki kami dikh rahi hai.

Ab company wale keh rahe hain ki Budget 2026 mein kuch bade reforms hone chahiye. Sabse badi demand hai 'Industry Status' milne ki. Agar yeh mil gaya na, toh companies ko Banks se kam interest par paisa milega, matlab loan sasta ho jayega. Yeh sector India ki GDP mein currently 7-8% contribute karta hai, toh iska focus hona zaroori hai.

Jaise Signature Global ki baat karein, inka market cap lagbhag ₹11,757 Crore hai, par share 28% girne ke baad apne 52-week low ke paas ₹775.20 par trade ho raha hai. Abhi inka P/E ratio 150 se bhi upar hai! Jabki Nifty Realty index ka average P/E 35.4 hai, jo ki sector ke overall average 21.6 se kaafi zyada hai. Toh, numbers kaafi complex hain, par stock ka girna clear dikh raha hai.

Developers ka kehna hai ki yeh 'industry status' bahut time se pending hai, aur RERA, GST jaise reforms ke baad ab yeh aur bhi important ho gaya hai. Agar sahi support mila, toh yeh sector 2047 tak India ki GDP mein 15-16% tak contribute kar sakta hai! Par abhi affordable housing ka scene bigda hua hai. Puraane research ke hisaab se, home sales mein 14% ki kami aayi hai 2025 mein. Luxury homes badh rahe hain, par affordable homes sirf 18% supply mein hain, jo pehle 38% tha. Land aur construction costs bhi badh rahi hain, toh affordable projects banana mushkil ho raha hai.

Budget mein aur bhi cheezein maangi gayi hain, jaise land records ko digital karna aur single-window clearance system banana taaki approvals jaldi milen. Kuch tax benefits homebuyers ke liye wapas laane ki bhi demand hai, aur 'affordable housing' ki definition bhi update karni hai. CLSS scheme ko extend karna bhi ek bada ask hai. Agar sab theek raha toh yeh sector 2047 tak 20% tak GDP mein contribute kar sakta hai, aur USD 5-10 Trillion tak pahunch sakta hai. Signature Global jaise companies jo affordable housing par focus karti hain, unke liye toh yeh reforms bahut zaroori hain taaki market mein phirse tezi aa sake.

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