DLF and Oberoi Realty Set to Achieve Robust Q3FY25 Sales Growth: Morgan Stanley Report

India’s real estate sector is witnessing a surge in momentum, with key players like DLF Limited and Oberoi Realty poised for robust growth in Q3FY25. According to a recent report by Morgan Stanley, both companies are expected to achieve significant Quarter-on-Quarter (QoQ) sales growth, ranging between 20-35 percent, driven by strong pre-sales and strategic launches.

Key Highlights from the Report:

• DLF Limited:
  DLF’s much-anticipated Dahlias project in Gurugram has recorded pre-sales of 150 units, generating an impressive revenue of ₹12,000 crore (₹120 billion). This marks a significant milestone for the Delhi NCR-based realty giant and underscores the increasing demand for premium residential properties in the region.

• Oberoi Realty:
  Mumbai-based Oberoi Realty has reported pre-sales of 13 units in its ultra-luxury 360 West project. While the numbers may seem modest, the high-ticket pricing of these units highlights the strong appetite for luxury housing in Mumbai's real estate market.

Sector Outlook:

Morgan Stanley’s report emphasizes a favorable outlook for the Indian real estate sector, buoyed by strong sales momentum and successful project launches. It predicts a 60% Year-on-Year (YoY) growth in sales for DLF in FY25, positioning it ahead of its peers.

“The real estate sector continues to show resilience, with key players capitalizing on the growing demand for luxury and premium housing. Expect DLF and Oberoi to demonstrate exceptional performance in Q3FY25, further solidifying their market leadership,” the report stated.

Driving Factors for Growth:

1. Luxury Housing Demand:
   Both DLF and Oberoi have strategically tapped into the high-end real estate segment, catering to affluent buyers seeking premium residences.

2. Key Project Launches:
   Successful launches like the Dahlias by DLF and 360 West by Oberoi Realty have played a pivotal role in driving pre-sales.

3. Market Resilience:
   Despite macroeconomic challenges, India’s real estate sector remains resilient, with increased buyer confidence and a robust pipeline of projects.

Conclusion:

As the third quarter of FY25 unfolds, all eyes are on the sales performance of DLF Limited and Oberoi Realty. Their strong sales momentum not only reflects their strategic execution but also signals a broader recovery and growth trajectory for the real estate sector.

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