Latest news with #Poddar
Time of India
3 days ago
- Business
- Time of India
How will TCS layoffs affect India's real estate sector?
Mumbai: India's real estate stocks tumbled on Monday as layoffs at the country's largest IT services firm, Tata Consultancy Services (TCS) cast a shadow on housing demand from software professionals. The selloff in real estate was broad-based, with all 10 index constituents ending in the red. Lodha Developers was the biggest laggard, falling 6.31%, followed by Godrej Properties (-5.44%), Brigade Enterprises (-4.41%) and DLF (-4.30%). "If layoffs do materialise, it could significantly impact real estate sales, especially in IT-driven markets like Bengaluru," said Sneha Poddar, VP - Research, Wealth Management at Motilal Oswal Financial Services . Explore courses from Top Institutes in Please select course: Select a Course Category TCS plans to reduce its workforce by approximately 2%, or 12,000 employees. Investors worry that other IT bigwigs may follow suit. Historically, whenever the IT sector has faced slowdowns or job losses, the real estate market in these regions has seen a corresponding dip. The Bengaluru market is likely to feel the most immediate impact, with a possible ripple effect across other metro cities like Mumbai and Hyderabad, Poddar added. Vikram Kasat, head - advisory at PL Capital, noted that the Nifty Realty Index has already corrected more than 26% from its peak, making it one of the most vulnerable sectors in 2025. He advised investors to focus on blue-chip developers with strong fundamentals and use any weakness as a buying opportunity. He also cautioned that realty firms in South India could be hit harder due to their dependence on IT-driven demand. While many companies have a strong pipeline of projects and new launches, analysts said the actual conversion into sales and cash flow has fallen short. This is especially concerning for the industry because pre-sales and collections are among the most critical metrics for assessing real estate health. Agencies More Steam Left? Some analysts remain optimistic about the sector's prospects. Pankaj Kumar, VP-Fundamental Research at Kotak Securities, expects residential developers to post strong results in Q1FY26 He said valuations are attractive, with most listed developers trading at 8-11 times adjusted Enterprise Value (EV) to EBITDA, a key profitability metric used to compare companies on operating earnings relative to their valuation. The outlook could further improve following RBI's recent 50 basis point interest rate cut.
Economic Times
21-07-2025
- Business
- Economic Times
VC investments in India at $3.5-bn mark in Q2, 2025: KPMG
Venture Capital (VC) investments in India touched USD 3.5 billion across 355 deals in Q2 of 2025, warming up sequentially in value terms from USD 2.8 billion across 456 deals in March quarter, according to a latest KPMG report. Fintech remained one of the hottest sectors for investment in India, KPMG Venture Pulse Q2 2025 report said. "India's venture capital landscape demonstrated resilience in Q2, 2025, with funding rising despite global uncertainties. Key sectors like fintech, healthtech, and logistics drew strong investor interest, reflecting confidence in India's innovation potential," said Nitish Poddar, Partner and National Leader, Private Equity, KPMG in India. The performance underscores the country's growing role in shaping the region's startup ecosystem, Poddar added. A USD 218 million seed round raise by PB Healthcare -- a startup focused on developing a tech-enabled health delivery platform was India's largest VC investment of Q2, 2025. "VC investment in India rose from USD 2.8 billion across 456 deals to USD 3.5 billion across 355 deals quarter-over-quarter," it said. On a broader canvas, the global venture capital investment slipped to USD 101.05 billion in Q2, 2025 from USD 128.4 billion in Q1, 2025. The drop notwithstanding, "Q2'25 remained a relatively strong quarter despite ongoing geopolitical conflicts, trade tensions, and macroeconomic uncertainty", as per the report. The focus remained primarily on large-scale opportunities, especially in the AI and defencetech space, it further said. Heading into Q3'25, VC investors globally are expected to remain cautious given the continued delay in exits across many sectors, rising geopolitical tensions, and ongoing uncertainties related to tariffs and other global trade policies. "AI will likely remain the hottest sector of VC investment globally -- particularly as governments continue to introduce large-scale funding programs to attract AI startups and drive ecosystem development and technology sovereignty," according to KPMG.
Time of India
21-07-2025
- Business
- Time of India
VC investments in India at $3.5-bn mark in Q2, 2025: KPMG
Venture Capital (VC) investments in India touched USD 3.5 billion across 355 deals in Q2 of 2025, warming up sequentially in value terms from USD 2.8 billion across 456 deals in March quarter, according to a latest KPMG report. Fintech remained one of the hottest sectors for investment in India, KPMG Venture Pulse Q2 2025 report said. Explore courses from Top Institutes in Select a Course Category Project Management Others Data Science Operations Management CXO PGDM MBA Public Policy Digital Marketing Technology Cybersecurity Data Science Data Analytics Design Thinking MCA healthcare Finance others Healthcare Artificial Intelligence Management Leadership Product Management Degree Skills you'll gain: Portfolio Management Project Planning & Risk Analysis Strategic Project/Portfolio Selection Adaptive & Agile Project Management Duration: 6 Months IIT Delhi Certificate Programme in Project Management Starts on May 30, 2024 Get Details Skills you'll gain: Project Planning & Governance Agile Software Development Practices Project Management Tools & Software Techniques Scrum Framework Duration: 12 Weeks Indian School of Business Certificate Programme in IT Project Management Starts on Jun 20, 2024 Get Details "India's venture capital landscape demonstrated resilience in Q2, 2025, with funding rising despite global uncertainties. Key sectors like fintech, healthtech, and logistics drew strong investor interest, reflecting confidence in India's innovation potential," said Nitish Poddar, Partner and National Leader, Private Equity, KPMG in India. The performance underscores the country's growing role in shaping the region's startup ecosystem, Poddar added. A USD 218 million seed round raise by PB Healthcare -- a startup focused on developing a tech-enabled health delivery platform was India's largest VC investment of Q2, 2025. Live Events "VC investment in India rose from USD 2.8 billion across 456 deals to USD 3.5 billion across 355 deals quarter-over-quarter," it said. On a broader canvas, the global venture capital investment slipped to USD 101.05 billion in Q2, 2025 from USD 128.4 billion in Q1, 2025. The drop notwithstanding, "Q2'25 remained a relatively strong quarter despite ongoing geopolitical conflicts, trade tensions, and macroeconomic uncertainty", as per the report. The focus remained primarily on large-scale opportunities, especially in the AI and defencetech space, it further said. Heading into Q3'25, VC investors globally are expected to remain cautious given the continued delay in exits across many sectors, rising geopolitical tensions, and ongoing uncertainties related to tariffs and other global trade policies. "AI will likely remain the hottest sector of VC investment globally -- particularly as governments continue to introduce large-scale funding programs to attract AI startups and drive ecosystem development and technology sovereignty," according to KPMG.
Time of India
21-07-2025
- Business
- Time of India
VC investments in India at $3.5-billion mark in Q2, 2025: KPMG
Academy Empower your mind, elevate your skills Venture Capital (VC) investments in India touched $3.5 billion across 355 deals in Q2 of 2025, warming up sequentially in value terms from $2.8 billion across 456 deals in March quarter, according to a latest KPMG remained one of the hottest sectors for investment in India, KPMG Venture Pulse Q2 2025 report said."India's venture capital landscape demonstrated resilience in Q2, 2025, with funding rising despite global uncertainties. Key sectors like fintech, healthtech, and logistics drew strong investor interest, reflecting confidence in India's innovation potential," said Nitish Poddar, Partner and National Leader, Private Equity, KPMG in performance underscores the country's growing role in shaping the region's startup ecosystem, Poddar added.A USD 218 million seed round raise by PB Healthcare -- a startup focused on developing a tech-enabled health delivery platform was India's largest VC investment of Q2, 2025."VC investment in India rose from USD 2.8 billion across 456 deals to USD 3.5 billion across 355 deals quarter-over-quarter," it a broader canvas, the global venture capital investment slipped to USD 101.05 billion in Q2, 2025 from USD 128.4 billion in Q1, drop notwithstanding, "Q2'25 remained a relatively strong quarter despite ongoing geopolitical conflicts, trade tensions, and macroeconomic uncertainty", as per the focus remained primarily on large-scale opportunities, especially in the AI and defencetech space, it further into Q3'25, VC investors globally are expected to remain cautious given the continued delay in exits across many sectors, rising geopolitical tensions, and ongoing uncertainties related to tariffs and other global trade policies."AI will likely remain the hottest sector of VC investment globally -- particularly as governments continue to introduce large-scale funding programs to attract AI startups and drive ecosystem development and technology sovereignty," according to KPMG.
News18
21-07-2025
- Business
- News18
VC investments in India at USD 3.5-bn mark in Q2, 2025: KPMG
Agency: New Delhi, Jul 21 (PTI) Venture Capital (VC) investments in India touched USD 3.5 billion across 355 deals in Q2 of 2025, warming up sequentially in value terms from USD 2.8 billion across 456 deals in March quarter, according to a latest KPMG report. Fintech remained one of the hottest sectors for investment in India, KPMG Venture Pulse Q2 2025 report said. 'India's venture capital landscape demonstrated resilience in Q2, 2025, with funding rising despite global uncertainties. Key sectors like fintech, healthtech, and logistics drew strong investor interest, reflecting confidence in India's innovation potential," said Nitish Poddar, Partner and National Leader, Private Equity, KPMG in India. The performance underscores the country's growing role in shaping the region's startup ecosystem, Poddar added. A USD 218 million seed round raise by PB Healthcare — a startup focused on developing a tech-enabled health delivery platform was India's largest VC investment of Q2, 2025. 'VC investment in India rose from USD 2.8 billion across 456 deals to USD 3.5 billion across 355 deals quarter-over-quarter," it said. On a broader canvas, the global venture capital investment slipped to USD 101.05 billion in Q2, 2025 from USD 128.4 billion in Q1, 2025. The drop notwithstanding, 'Q2'25 remained a relatively strong quarter despite ongoing geopolitical conflicts, trade tensions, and macroeconomic uncertainty", as per the report. The focus remained primarily on large-scale opportunities, especially in the AI and defencetech space, it further said. Heading into Q3'25, VC investors globally are expected to remain cautious given the continued delay in exits across many sectors, rising geopolitical tensions, and ongoing uncertainties related to tariffs and other global trade policies. 'AI will likely remain the hottest sector of VC investment globally — particularly as governments continue to introduce large-scale funding programs to attract AI startups and drive ecosystem development and technology sovereignty," according to KPMG. PTI MBI TRB view comments First Published: July 21, 2025, 20:45 IST Disclaimer: Comments reflect users' views, not News18's. Please keep discussions respectful and constructive. Abusive, defamatory, or illegal comments will be removed. News18 may disable any comment at its discretion. By posting, you agree to our Terms of Use and Privacy Policy.
