Weekly Market Insights 25th August 2025 by Ashika Institutional Equities Research

Industry Updates:
1. India’s Top 10 Cities for Real Estate Investment
India’s real estate market in 2025 is witnessing strong growth, supported by rapid urbanization, infrastructure upgrades, and economic resilience. Top investment destinations include Bengaluru, Hyderabad, Pune, MMR, Chennai, Ahmedabad, Kolkata, Gurugram, Noida, and Kochi. These cities offer a mix of high rental yields, long-term appreciation, and affordability, making them attractive for both residential and commercial investors.
2. Branded homes in high demand; IHCL, Marriott tie up with developers
Demand for branded homes in India is on the rise, with hospitality majors like IHCL and Marriott partnering with developers to launch luxury residential projects. These collaborations aim to offer premium living experiences with global hospitality standards, catering to affluent buyers seeking brand value, superior amenities, and long-term asset appreciation.
3. Affordable Housing Construction Costs Rise by 40% in 2025
Affordable housing in India is under pressure as construction costs have risen nearly 40% since 2019, driven by higher labor and raw material prices. Its share in new launches has dropped sharply to 12% in H1 2025, while mid-range and luxury segments remain more resilient. Policy relief like GST cuts on cement may provide some support, but affordability challenges persist.
4. India Sees Launch of First Net-Zero Luxury Homes
India’s luxury housing is entering a new phase with the launch of Net-Zero homes, designed to produce as much energy as they consume. BOOTES Homes is investing over Rs 650 crore to develop climate-smart villas in cities like Vrindavan, Varanasi, and Ayodhya, featuring off-grid energy and water systems, earthquake-resistant structures, and air quality levels below AQI 50. Combining luxury with sustainability, these homes appeal to buyers seeking resilience, selfsufficiency, and long-term value, marking a turning point where green living becomes a standard in premium real estate.
Company Updates:
1. Godrej Properties acquires 7.8-acre land in Hyderabad for Rs 5.5 bn
Godrej Properties has secured 7.825 acres of prime land in Hyderabad through a successful bid of Rs 547.75 crore. The site, strategically located near the Outer Ring Road at Kokapet Junction, is earmarked for a luxury residential project. This acquisition strengthens GPL’s presence in Hyderabad’s high-growth real estate market
2. Brigade Enterprises to develop office, 5-star hotel on 7-acre OMR site in Chennai
Brigade Enterprises has leased a seven-acre site on Chennai’s Old Mahabalipuram Road (OMR) to develop a mixed-use project. The development will include over 1 million sq. ft. of Grade A office space and a 225-key 5-star deluxe hotel. Positioned in the city’s IT hub, the project aims to create a vibrant destination integrating premium commercial and hospitality facilities.
3. NeoLiv buys 17.5-acre land parcel in Khopoli for plotted development
NeoLiv has acquired 17.5 acres of land in Khopoli, on the outskirts of Mumbai, for a marquee plotted development project. With an investment of Rs 150 crore, the project will offer 360,000 sq. ft. of saleable area. Backed by ultra-HNI investors, NeoLiv aims to set new benchmarks in residential living with this flagship development
4. Landmark Group launches luxury residential project on Dwarka Expressway with revenue potential of Rs 12 bn
Landmark Group has launched its luxury residential project “Landmark SKYVUE” along Dwarka Expressway in Gurugram, with an investment of Rs 400 crore. Spread over 4 acres as part of an 11-acre land parcel in Sector 103, the project will offer 240 ultra-luxury 3BHK + Utility and 4.5BHK + Utility residences. This marks phase-II of the development, with phase-I delivered in 2013
5. Prestige Group, Maharashtra government sign Rs 125 bn deal for 3 projects Prestige
Estates Projects has signed a Rs 125 bn strategic investment deal with the Maharashtra government to develop a data centre, a global competency centre, and a logistics facility along with residential and commercial properties. The projects, set to begin in 2026, are expected to generate around 8,700 direct jobs and thousands of indirect opportunities, reinforcing Maharashtra’s position as a key hub for business and innovation.
6. LML Realty to invest Rs 150 crore to develop industrial park in Haryana
LML Realty, the real estate arm of the LML brand, has announced a Rs 150 crore investment to develop a new industrial park in Haryana. The project aims to cater to the growing demand for modern industrial and logistics infrastructure, strengthening the company’s presence in the region
7. Indiqube bets on Indian corporates, GCCs to drive leasing demand, says CEO
Indiqube Spaces CEO Rishi Das said that despite concerns over IT sector job cuts, demand for office spaces remains strong, driven largely by global capability centres (GCCs), mid-cap IT firms, Indian corporates, and startups regaining momentum. He noted that while top IT players own large campuses, agile mid-sized firms and growing sectors like automotive and IPO-bound startups continue to fuel robust absorption in commercial real estate
8. Branding on Infrastructure: Arkade Acquires Metro Station Naming Rights
Arkade Developers has secured naming rights for Bangur Nagar Metro Station on Mumbai Metro Line 2A, now called Arkade Bangur Nagar Metro Station. The move highlights Arkade’s focus on connectivity, community, and brand presence, while reinforcing its commitment to Mumbai’s growth story.
9. Sumadhura Group eyes investment of Rs 10,000 crore in next four years
Sumadhura Group plans to invest Rs 10,000 crore over the next four years to expand its residential, commercial, and mixed-use developments. The investment will focus on strengthening its presence in key real estate markets and tapping into rising demand across urban growth corridors
10. Enzyme Offices looks to double revenue this fiscal, plans Rs 50 cr investment
Enzyme Offices is aiming to double its revenue this fiscal and has announced plans to invest Rs 50 crore in expanding its flexible workspace portfolio. The move comes amid rising demand for managed office solutions from corporates and startups across key Indian cities.
11. Table Space leases 5 lakh sq. ft office space in Gurugram for Rs 3.5 cr/month
Table Space has finalized a major leasing deal, taking up 5 lakh sq. ft. of office space in Gurugram with a monthly rental outgo of around Rs 3.5 crore. This marks one of the largest flexible workspace transactions in the region, highlighting the strong demand from corporates for managed office solutions in NCR. The deal further strengthens Table Space’s presence in India’s growing office space market
12. L&T might consider listing realty business in FY27 or FY28: CMD SN Subrahmanyan
Larsen & Toubro (L&T) is gearing up to scale its real estate business and is considering a potential market listing by FY27–28 to unlock value. The company is diversifying into higher-margin segments like services and realty while maintaining strong execution backed by a robust order book, ensuring over two years of work visibility. For FY25, L&T has guided for 10% order book growth and a 15% topline rise, with management stressing sustainable delivery over aggressive targets.
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