Budget 2026: Real Estate Stocks to Watch for Policy Impact
Budget
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CNBC Awaaz•31-01-2026, 17:13
Budget 2026: Real Estate Stocks to Watch for Policy Impact
- •Real estate stocks are under investor scrutiny ahead of Union Budget 2026 for potential tax relief, affordable housing incentives, and policy continuity.
- •Motilal Oswal identifies Brigade Enterprises, Prestige Estates, Sobha, Kolte Patil Developers, Mahindra Lifespace Developers, Godrej Properties, Sunteck Realty, and Lodha Group as potential beneficiaries due to their focus on affordable and mid-income housing.
- •Luxury housing developers like DLF and Oberoi Realty might see limited upside if budget incentives primarily target affordable housing.
- •Axis Securities favors established companies with strong balance sheets, listing Prestige Estates and Oberoi Realty as preferred stocks, with Godrej Properties and Puravankara also potential beneficiaries.
- •Expectations include increased allocation for PMAY and a potential rise in the affordable housing price cap from ₹45 lakh to ₹70 lakh, boosting urban demand.
Why It Matters: Budget 2026 is set to significantly influence real estate stocks, particularly those in affordable housing.
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