Nifty Realty Drops Over 8% So far in January 2026; Among the Worst Starts in a Decade

The Nifty Realty index has registered an 8.2% drop so far in January 2026, making it the third-worst start to a year for the sector in the past 10 years. Weak demand sentiment and correction from highs have led to widespread declines among real estate stocks. 

Sectoral Decline with 23% Correction from 52-Week High 

As of January 20, 2026, the Nifty Realty index has declined 8.2% in January, ranking behind only January 2025 and January 2016 when the index fell 12.5% and 11% respectively.  

This ongoing correction marks the index's 10th consecutive session of losses, with an overall 23% drop from its recent 52-week highs. This sharp correction reflects demand concerns across the real estate sector. 

Worst Performing Stocks and New Lows 

3 key stocks: Lodha Developers, Godrej Properties and Brigade Enterprises are trading at their respective 52-week lows.  

Signatureglobal, which was recently listed, saw a fresh post-listing low during the current session. The stock has declined by 21% in 2026 alone.  

Other stocks such as Godrej Properties, Prestige Estates, Brigade Enterprises, DLF and Oberoi Realty are down between 9% and 14% YTD. 

Quarterly Performance Highlights Mixed Trends 

Real estate companies have reported mixed results for the December quarter. Sobha posted bookings of ₹2,115 crore, showing a 12% YoY growth, while Lodha saw ₹5,620 crore in bookings with a 25% increase.  

Prestige Estates displayed the strongest YoY growth at 39% with ₹4,183 crore in bookings. In contrast, Signatureglobal and Keystone Realtors recorded declines of 27% and 3% respectively. 

Read More: Nifty Realty Rises 6% in a Month: What’s Powering Real Estate Stocks Now! 

Conclusion 

Real estate stocks have faced consistent pressure in 2026, with the Nifty Realty index marking significant declines. All constituents are trading lower YTD, reflecting ongoing market caution over demand sustainability and sector valuation. 

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