₹8100 Cr in Days! Is Delhi NCR the New Mumbai for Luxury Homes? | Markets Today #253

📌 In this episode of Markets Today, we decode 3 big stories — India's copper demand growing 9% in FY25 but supply expansion falling dangerously short, HDFC Bank's Q1 business numbers showing loans up 15.4% and deposits up 14.7% along with key leadership changes, and Oberoi Realty selling ₹8,109 crore of luxury homes in days from its first Delhi-NCR project launch.

#1 🔶 India's Copper Supply Crisis FY25 copper demand: 1,878 kilo tonnes — up 9.3%. Infrastructure demand up 17%. Building construction up 11%. Only 1 lakh tonnes of new capacity coming. India needs 5 lakh tonnes of new refined copper capacity every 5 years. Hindustan Copper, Hindalco and Kutch Copper expanding — but nowhere near enough.

#2 🏦 HDFC Bank Q1 Business Update Gross advances up 15.4% YoY to ₹30.61 lakh crore. Total deposits up 14.7% to ₹31.71 lakh crore. New Part-Time Chairman Rajiv Kumar. New CFO-Designate Puneet Sharma from September. New General Counsel Jigar Shah. Stock still down 19% in 2026 — but operational momentum is returning.

#3 🏙️ Oberoi Realty's ₹8,100 Crore Launch Mumbai luxury developer enters Delhi-NCR for the first time. Three Sixty North, Gurugram. First phase: 832 apartments, ₹18 crore starting price. ₹8,109 crore booked in days. Total project revenue potential: ₹16,000 crore. Total project cost: ₹6,000 crore. Is Delhi-NCR becoming India's next luxury real estate capital?