Branch2 Intelligence
Buy Lodha Developers, Aditya Birla Real Estate; organised players to benefit from housing market consolidation: Siddhartha Khemka
Key takeaway
India's housing market is consolidating towards organized developers with strong balance sheets.
- Step 11st-order: K-shaped recovery in Indian housing market favors organized developers with strong finances.
- Step 22nd-order: Organized developers gain market share, increasing their bargaining power with suppliers and lenders.
- Step 33rd-order: Smaller developers face higher input costs and reduced access to credit, accelerating consolidation.
Source: IN:Economic Times
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