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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Reliance Industries Leads NIFTY50 Surge with Strong Q4FY25 Earnings

The Indian stock market witnessed a remarkable rebound on April 28, 2025, following two days of losses, with Reliance Industries spearheading the recovery. As the country's most valuable company, Reliance reported robust earnings for the quarter ended March 2025, propelling the NIFTY50 index and SENSEX to new heights.

Market Performance Highlights

The SENSEX surged by as much as 1,109 points, reaching an intraday high, while the NIFTY50 touched 24,355. By the close of trading, the SENSEX gained 1,005.84 points or 1.27%, settling at 80,218.37. Similarly, the NIFTY50 climbed 289.15 points or 1.2%, closing at 24,328.50, driven largely by Reliance's performance.

Reliance Industries Shines as Top Gainer

Reliance Industries emerged as the top gainer in the NIFTY50 index, with its stock rising 5.07% to close at ₹1,366.30. This impressive gain came after the company, led by billionaire Mukesh Ambani, announced a net profit of ₹19,407 crore for Q4FY25 on April 25, 2025. This figure reflects a 2.41% increase from the ₹18,951 crore recorded in the same quarter last year.

The company's revenue from operations grew by 10%, reaching ₹2,64,573 crore compared to ₹2,40,715 crore in the previous year. Operationally, its earnings before interest, taxes, depreciation, and amortisation (EBITDA) rose 3.1% to ₹43,832 crore from ₹42,516 crore, though the EBITDA margin shrank by 110 basis points to 16.57% from 17.66%.

Other Top Gainers in NIFTY50

Joining Reliance in the list of top gainers were Sun Pharma (up 3.07%), JSW Steel (up 2.91%), Bharat Electronics (up 2.59%), and Dr Reddy's Labs (up 2.35%), showcasing a broad-based rally in the index.

Top Loser: Shriram Finance

On the downside, Shriram Finance was the top loser, with its stock declining 5.13% to close at ₹621.60. Despite reporting a 6% year-on-year increase in consolidated net profit to ₹2,143.77 crore for Q4 FY25 (up from ₹2,021.28 crore last year), the stock faced pressure. The company’s net interest income (NII) also rose 9.4% to ₹5,565.5 crore from ₹5,089 crore in the same quarter last year.

Why This Matters for Investors

Economic Growth and Market Trends

The strong performance of Reliance Industries signals confidence in India's economic growth, particularly in the energy and telecom sectors. Investors watching the NIFTY50 should keep an eye on these trends as they may indicate further market movements in the coming weeks.

Stay tuned to The ExpertSK blog for more updates on the Indian stock market and how top companies like Reliance Industries shape its future!

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