Rising construction costs
Costs increased 2-3% due to West Asia crisis, impacting energy, aluminum, glass, and labor; contingencies being eroded.
OBEROIREALTY / bear-case history
Track the concerns that keep returning.
Oberoi Realty · risk themes across the available quarters.
Research layer active
Bear-case history
Risks carried through the record.
medium
Slowdown in ultra-luxury demand
360 West sold only 10 units in FY26 vs 17 in FY25, indicating potential demand weakness at high price points.
Execution risk in new market (Gurugram)
360 North is Oberoi's first project in Gurugram; management was vague on pricing and strategy, raising uncertainty.