Shares of real estate companies, particularly those with significant exposure to Bengaluru, have fallen sharply by as much as 22% in the first two months of the year. The decline comes amid concerns that AI-driven disruption in the IT sector — and potential job cuts — could dampen housing demand in key property markets. The steep correction has dragged the Nifty Realty index down nearly 12% so far this year. Market experts caution that the sector may witness further consolidation in the near term as uncertainty persists.

Source: Economic Times March 01, 2026 06:51 UTC