On the supply-side, the pace of new launches has improved with approval-related challenges easing in key cities. Godrej Properties, Prestige Estates Projects, Sobha Ltd, and Macrotech Developers had a strong launch pipeline in Q4FY26, while new launches of Oberoi Realty and DLF have shifted to Q1FY27. New launches are likely to remain skewed towards the premium and luxury housing segment that enjoys relatively higher realizations and gross margins, boosting collections. However, aggressive supply in a weakening demand environment risks skewing the demand-supply balance and capping price growth.
