The realty and infrastructure sectors in India showed mixed performance in November 2025, as regulatory reviews weigh on investor sentiment. While some major projects are progressing as expected, delays in approvals and land acquisition issues have slowed others. Developers are closely monitoring the evolving regulatory landscape, as changes to zoning laws and construction codes are expected to impact project timelines. Despite the challenges, the outlook for the sector remains optimistic, with increasing demand for residential and commercial properties in urban centers.

FMCG stocks saw a rally in November 2025 as consumer demand recovery and new product launches, particularly targeting urban millennials, boosted investor sentiment. Companies such as Hindustan Unilever and Dabur reported strong sales growth, driven by new offerings in the health and wellness categories. Analysts are optimistic about the sector's ability to maintain momentum, with the festive season expected to further accelerate demand for fast‑moving consumer goods.