Best Real Estate Stocks in July 2025 - DLF, Oberoi Realty & More – 5yr CAGR Basis

India’s real estate sector is witnessing unprecedented growth, with projections estimating its expansion to US$ 5.8 trillion by 2047, more than double its current contribution to the GDP. A key driver of this surge is the booming demand for luxury housing, which saw a 53% year-on-year rise in 2024 across seven major cities, especially for homes priced at ₹4 crore and above. In this article, we explore the best real estate stocks in July 2025, based on various parameters.

Best Real Estate Stocks in India in July 2025 – 5yr CAGR Basis

Note: The stocks listed here are as of July 3, 2025. The stocks are picked from the market cap more than ₹5,000 crore, with positive 1yr CAGR and are sorted as per the 5yr CAGR.

Overview of the Best Real Estate Stocks in India

1. Valor Estate Ltd

Incorporated in 2007, Valor Estate is primarily involved in real estate construction, development, and related activities. In FY25, the company reported a significant revenue growth of 217%, reaching ₹1,133 crore compared to ₹357 crore in FY24. However, despite the sharp increase in revenue, EBITDA declined drastically by 104%, resulting in a loss of ₹53 crore, as against a profit of ₹1,487 crore in the previous fiscal year.

Key Metrics:

• ROE: 36.20%
• ROCE: -1.37%

2. Anant Raj Ltd

Anant Raj Ltd, originally incorporated in 1985 as Anant Raj Clay Products by Ashok Sarin, is primarily involved in the development and construction of IT parks, hospitality projects, SEZs, office spaces, shopping malls, and residential projects across Delhi, Haryana, Andhra Pradesh, Rajasthan, and the NCR region.  
 
In FY25, Anant Raj Ltd reported a revenue of ₹2,060 crore, marking a significant increase from ₹1,483 crore in FY24. The company's Profit After Tax (PAT) also rose notably to ₹426 crore in FY25, compared to ₹266 crore in the previous fiscal year, reflecting strong financial growth.

Key Metrics:

• ROE: 10.81%
• ROCE: 10.57%

3. DLF Ltd

DLF Ltd, along with its subsidiaries, associates, and joint ventures, is involved in the entire real estate development process, ranging from land identification and acquisition to project planning, execution, construction, and marketing. For FY25, DLF Limited reported a consolidated revenue of ₹8,996 crore, while its net profit stood at ₹4,357 crore, marking a strong year-on-year growth of 59%.

Key Metrics:

• ROE: 7.07%
• ROCE: 5.92%

4. Oberoi Realty Ltd

Oberoi Realty Ltd, headquartered in Mumbai, is a real estate development firm and part of the Oberoi Realty Group. The company focuses on projects across residential, commercial office spaces, retail, hospitality, and social infrastructure segments. For the financial year 2025, the company reported a revenue of ₹5,474.17 crore, up from ₹4,818.77 crore in FY24. The PAT also increased to ₹2,224.05 crore in FY25, compared to ₹1,925.17 crore in the previous fiscal year.

Key Metrics:

• ROE: 15.06%
• ROCE: 16.71%

5. Nesco Ltd

NESCO is involved in multiple business segments, including leasing premises in its IT park buildings along with related services, renting spaces for exhibitions and offering support to event organisers, manufacturing machinery and capital equipment, and providing hospitality and catering services.

For the year ended March 31, 2025, the company reported a total income of ₹84,566.75 lakh, up from ₹78,312.87 lakh in the previous year. The profit after tax for the same period stood at ₹37,521.29 lakh, showing an increase compared to ₹36,278.36 lakh recorded in FY24.

Key Metrics:

• ROE: 17.03%
• ROCE: 20.06%

Best Real Estate Stocks in India in July 2025 – Net Profit Margin Basis

Note: The stocks listed here are as of July 3, 2025. The stocks are picked from the market cap more than ₹5,000 crore and are sorted as per the net profit margin.

Best Real Estate Stocks in India in July 2025 – Return on Investment Basis

Note: The stocks listed here are as of July 3, 2025. The stocks are picked from the market cap more than ₹5,000 crore and are sorted as per the return on investment.

Conclusion

The Indian real estate sector continues to grow steadily, supported by demand and improving financials. These stocks reflect varied strengths across key metrics.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

Investments in the securities market are subject to market risks, read all the related documents carefully before investing.