India Real Estate: Strong H1 Data, Supply Crunch, and Major Q1 Earnings

4.5x — That's the ratio of retail space leased to new supply delivered in India's top seven cities during the first half of 2026, pushing premium mall vacancy to an all-time low of 6.7%.

Money Moves

• Lodha Developers Q1 Profit More Than Doubles — The developer reported strong June-quarter earnings and plans to raise about ₹9,000 crore by monetizing more land at its Palava data centre park, sending shares up 8%.
• **L&T Lands Mega Mumbai...