Positive impactSector
Stocks to buy: 5 real estate stocks which Nomura remains bullish on
Economic Times 6d ago·24 Aug 2026, 4:20 am
Nomura has released a bullish outlook on the Indian real estate sector, specifically highlighting five key stocks for potential investment. The brokerage firm has identified Prestige Estates as its top pick, while also endorsing DLF, Oberoi Realty, Lodha Developers, and Aditya Birla Real Estate. This positive sentiment suggests that these developers are seen as having strong fundamentals and growth prospects in the current market environment.
For investors, this news signals that the brokerage views the real estate sector as a favorable area for capital allocation. However, the report also notes a divergence in sentiment, as Godrej Properties has been assigned a 'Hold' rating. This indicates a more cautious approach towards the stock, implying that while it may be a stable holding, it may not offer the same aggressive upside potential as the other names mentioned.
Investors should keep a close watch on the broader economic indicators and the specific performance of these developers. The real estate sector is often sensitive to interest rate changes and regulatory policies. Understanding the reasons behind Nomura's specific bullishness for the other four stocks, and the caution for Godrej, will be crucial for making informed investment decisions.
Excerpt from Economic Times
Real estate stocks saw sharp upswings and downswings this week, with Nomura highlighting that the performance of India real estate sector’s listed players was broadly in line with our expectations, despite Q1 FY27 being a volatile quarter on account of the Middle-East conflict. Nomura named Prestige Estates as its top…Read the original at Economic Times
Affected stocks
Bullish4 stocks
DLF
DLF Bullish
₹2,035.00
GODREJPROP
GODREJPROP Bullish
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LODHA
LODHA Bullish
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OBEROIRLTY
OBEROIRLTY Bullish
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Bull / bear label is derived from the article's AI sentiment — indicative, not advice. Prices may be delayed.
Key takeaways
- Concerns DLF (DLF).
- Category: Sector.
- AI reads the tone as positive (potentially bullish) for the stock.
- Assessed as a significant, market-relevant update.
- Also mentions GODREJPROP, LODHA, OBEROIRLTY.
Why it matters
A meaningful update for DLF worth tracking. The tone is positive — historically associated with upward pressure, though not predictive. Use the price and stock snapshot to gauge how the market is responding.
