Particle.news
Download on the App Store

Q3 Retail Leasing in India Surges 65% as DelhiNCR Leads on New Supply

New mall completions unlocked space that JLL says will push year‑end leasing past earlier 10 million sq ft estimates.

Overview

  • India recorded 3.2 million sq ft of retail leasing in Q3 2025, up 65% year on year and 22% quarter on quarter, across the seven largest cities.
  • Cumulative gross leasing reached 8.9 million sq ft in January–September, roughly 110% of 2024’s full‑year total.
  • DelhiNCR accounted for 35% of Q3 leasing on the back of two new malls, while Hyderabad captured 12% with strong high‑street expansion.
  • Shopping malls took a 53% share of Q3 activity and high streets 41%, underscoring robust demand for both formats.
  • Fashion led sectoral take‑up at 35%, followed by food and beverage at 16% and grocery at 11%, as domestic brands leased 2.6 million sq ft, D2C players expanded store footprints, and luxury leasing in Jan–Sep rose 19% to 0.2 million sq ft.