The current global geopolitical situation has led to a degree of uncertainty across markets, largely due to global energy & supply chain uncertainty, fluctuating commodity prices and cautious investor sentiment.

Despite these challenges, India’s macroeconomic outlook remains stable, supported by strong domestic demand, ongoing infrastructure development and consistent policy direction.

For the real estate sector, the impact is largely indirect. While global developments may influence costs and short-term sentiment, housing demand in India continues to be driven by end-users and long-term urbanisation trends. As a result, the sector has remained resilient, and developers with strong fundamentals and execution capabilities are well positioned to navigate external uncertainties and sustain growth.
At this stage, most projects remain on track, supported by inventory buffers and ongoing demand momentum. However, if supply-side constraints persist over the next 60 to 90 days, the sector could see selective delays, particularly in finishing stages, along with potential cost recalibrations across projects.
What we are seeing is not a demand slowdown, but a gradual shift towards a more cautious, value-driven buyer approach.
In such an environment, execution capability, financial discipline, and supply chain management will become key differentiators. Organised and well-planned developers are better positioned to navigate this phase, while the broader market may see increased consolidation.
Overall, while near-term looks uncertain, but the long-term fundamentals of the residential real estate sector remain intact.
— Mr. Samyak Jain, Director, Siddha Group