Real Estate Blues: Why 11 Key Indian Developers Are Down 5-38% YTD in 2025 Amid Market Headwinds

  The Indian real estate sector, often hailed as a cornerstone of economic growth, is facing a turbulent 2025. Contributing around 7% to the nation's GDP, the industry was projected to expand to $1 trillion by 2030, fueled by urbanization and infrastructure booms. Yet, halfway through the year, all 21 tracked stocks in the real estate and construction space are in the red, with year-to-date (YTD) declines ranging from a modest 5% to a staggering 38%. This sector-wide slump isn't just bad luck—it's a cocktail of escalating construction costs, a 13% drop in residential sales volumes in H1 2025 due to shifting buyer preferences and macroeconomic pressures, and affordability crunches in metros where prices have surged 21% annually. High interest rates and reduced launches have compounded the pain, leading to a 27% YoY dip in institutional investments to $1.2 billion in the first half. In this two-part deep dive, we'll unpack the first half of these laggards—11 stocks that...
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Should You Buy Stocks in a Falling Market?

 

When markets crash, fear spreads among investors, and many wonder whether it's the right time to buy or if stocks will drop even further. The reality is, predicting the exact bottom is nearly impossible. Instead of trying to time the market, a smarter approach is to focus on strong fundamentals and long-term growth potential.

Should You Invest in a Falling Market?

A market downturn can create opportunities, but it requires patience and a well-thought-out strategy. Before investing, ask yourself:

  • Is the stock fairly valued or trading at a discount?
  • Does the company have strong long-term growth potential?
  • Are there better opportunities available?

While some stocks may look cheap now, prices could fall further. Instead of investing all your funds at once, consider a gradual investment approach (such as dollar-cost averaging). This strategy allows you to take advantage of lower prices if the market declines further while reducing risk.

A falling market isn’t necessarily a bad thing—it’s a chance to invest in solid businesses at a lower cost. Here are three stocks that could present opportunities during this downturn.

1) JBM Auto – EV & Battery Solutions Growth

JBM Auto has recently established a Wholly Owned Subsidiary, JBM EV Ventures Pvt. Ltd., focusing on electric vehicle (EV) battery services. The company is involved in:

  • Battery leasing, renting, and subscription models
  • R&D, manufacturing, and sales of advanced battery technology
  • Supporting EV adoption & sustainability initiatives

With the growing demand for EVs, JBM Auto is well-positioned to benefit from the shift toward clean mobility.

2) Electronics Mart India (EMIL) – Retail Expansion

Electronics Mart recently launched “The Charcoal Project,” a 26,000 sq. ft. multi-brand store in Jubilee Hills, Hyderabad. The store offers:

  • Furniture, home appliances, electronics, and home automation
  • Exclusive artistic designs

With its focus on premium products and home automation, EMIL is expanding its retail footprint, which could drive future growth.

3) Saksoft – Digital Transformation in Logistics

Saksoft has partnered with Cleo to enhance real-time data integration and automation for logistics companies. This collaboration will help businesses:

  • Leverage EDI (Electronic Data Interchange) and API automation
  • Improve data visibility and operational efficiency
  • Make better, data-driven decisions

As digital transformation accelerates across industries, Saksoft’s solutions position it well for long-term growth.

Final Thoughts

A market crash can be an opportunity in disguise, but only for patient investors who focus on fundamentals. If you’re considering investing, analyze the company’s long-term prospects, invest gradually, and stay prepared for volatility.

What’s your strategy during a market downturn? Are you buying, holding, or waiting for lower prices? Let me know in the comments!

Location:Nainital Uttarakhand ,India India

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