Realty Stocks Ka Bura Haal: Budget 2026 Ne Kiya Dil Tod, Kya Hai Next Move?

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AuthorAnanya Iyer|Published at:
Realty Stocks Ka Bura Haal: Budget 2026 Ne Kiya Dil Tod, Kya Hai Next Move?
Overview

Budget 2026 aaya aur Realty Sector ki waat lag gayi! Kal, January 31, 2026 ko, Nifty Realty Index seedha **2%** neeche gir gaya. Bade bade developers ke shares bhi **5%** tak toot gaye, kyunki Budget mein affordable housing par koi khaas focus nahi dikha.

Budget Se Sector Mein Hahakaar Machi

Budget 2026 ne Realty Stocks par kaafi pressure bana diya. Kal, Friday ko, Nifty Realty Index 2% neeche band hua. Yeh toh pichle chaar din ki tezi ko bhi mita gaya. Asal mein, investors ko budget mein affordable housing section ke liye koi bada announcement nahi dikha, aur isi wajah se sabka mood kharab ho gaya.

CREDAI Ne Uthaya Sawal

Real Estate Developers ki association, CREDAI, bhi kaafi naaraaz hai. Unke National President Shekhar Patel ne kaha ki budget mein affordable housing ke liye kuch bhi 'concrete' nahi hai. Unhone warning di hai ki purani definitions ki wajah se is segment ka share total supply mein 18% se kam ho kar sirf 12% reh sakta hai. Isse low aur middle-income families ke liye housing ki problem badh jayegi. Yaad rakho, pichle budgets ke aas paas bhi yeh sector aksar gira hai. Jaise January 2026 mein hi, Signature Global 28% aur Godrej Properties 22% neeche gir gaye the.

Bade Stocks Bhi Gire

Nifty Realty index ke 10 mein se 8 stocks neeche band hue. Lodha Developers aur Sobha toh 5% tak gir gaye. Godrej Properties, DLF, Oberoi Realty, aur Signatureglobal (India) bhi 5% tak neeche aaye. Yeh dikhata hai ki sabhi investors pareshan hain. January mein bhi sector ka performance theek nahi tha, jabki PSU Banks 11% aur Metals 15% badhe the.

Infrastructure Par Focus, Par Short Term Dard

Haan, yeh bhi hai ki Budget mein infrastructure par government ne dabakar kharch karne ka plan bataya hai. FY2026-27 ke liye Public Capital Expenditure ko ₹12.2 lakh crore tak badhaya gaya hai. Infrastructure Risk Guarantee Fund bhi aa raha hai taaki bade projects mein funding ki dikkat na ho aur private capital bhi aaye. Lekin abhi ke liye, Anuj Puri (ANAROCK Chairman) ka kehna hai ki sector ko seedha fayda kam hi mila hai. Long-term mein toh yeh achha hai, par abhi toh dard hai.

Mahange Stocks Par Aur Pressure

Aur ek baat, Budget ke time par kai Realty stocks waise bhi bohat mehange chal rahe the. Jaise Signatureglobal (India) ka P/E ratio 162.64 tha, Sobha ka 108.89, aur Lodha Developers ka 28.99. Matlab, investors ki umeedien bohot thi, aur affordable housing par attention na dekh kar unka mood kharab ho gaya.

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