The FTSE September 2026 rebalancing will bring a series of changes to Indian stocks, including new additions, deletions and changes in index weights. According to estimates provided in the supplied Nuvama data, 12 stocks are being added to the FTSE All Cap Index, while three stocks each are being removed from the FTSE All Cap and FTSE All World indices.
The changes are expected to trigger significant passive fund flows. The estimated inflow from the 12 All Cap additions is around $343 million, while deletions from the FTSE All World and All Cap indices could result in outflows of about $13 million and $10 million, respectively.
FTSE All Cap additions and deletions
The new All Cap additions include Cupid Limited ($52 million inflow), Urban Company ($38 million), Pine Labs ($34 million), Anthem Biosciences ($32 million), ACME Solar ($28 million), Avalon Technologies ($23 million), SKF India (Industrial) ($23 million), Emcure Pharmaceuticals ($23 million), Rubicon Research ($23 million), Thangamayil Jewellery ($22 million), Apollo Micro Systems ($22 million) and S.J.S. Enterprises ($22 million).
The FTSE All World deletions are Whirlpool of India ($5 million outflow), Bata India ($5 million) and Relaxo Footwears ($3 million). From the All Cap Index, Route Mobile ($4 million), Rajesh Exports ($3 million) and Orient Cement ($3 million) are being removed.
Stocks seeing FTSE weight changes
The rebalancing will also alter the weights of existing constituents. The supplied data estimates additional inflows of about $421 million from the weight increases. The stocks listed with higher weights are Meesho ($81 million), Lenskart Solutions ($76 million), Infosys ($60 million), Billionbrains Garage Ventures ($59 million), Bharti Airtel ($58 million), JSW Infrastructure ($39 million), IndusInd Bank ($33 million), ICICI Prudential Asset Management ($18 million), Adani Enterprises ($15 million), Craftsman Automation ($12 million), Belrise Industries ($11 million), Central Bank of India ($10 million) and Cochin Shipyard ($8 million).
On the other side, seven stocks are listed with lower weights, implying estimated outflows of about $57 million. These are Biocon ($18 million), Wipro ($13 million), Aadhar Housing Finance ($7 million), Star Health and Allied Insurance ($6 million), Metro Brands ($5 million), TVS Holdings ($5 million) and IndiaMART InterMESH ($3 million).
The supplied stock level data lists 13 stocks with higher weights, although the accompanying summary refers to 12 weight increases. The stock level figures have been retained as shown in the supplied FTSE September 2026 rebalancing data.
Q1. What is changing in the FTSE September 2026 rebalancing?
The review includes stock additions, deletions and changes in index weights for Indian companies.
Q2. Which stocks are being added to the FTSE All Cap Index?
Cupid Limited, Urban Company, Pine Labs, Anthem Biosciences, ACME Solar, Avalon Technologies, SKF India, Emcure Pharmaceuticals, Rubicon Research, Thangamayil Jewellery, Apollo Micro Systems and S.J.S. Enterprises are listed as additions.
Q3. Which stocks are being removed from the FTSE All World Index?
Whirlpool of India, Bata India and Relaxo Footwears are listed for deletion from the FTSE All World Index.
Q4. Which stocks have higher FTSE weights?
Meesho, Lenskart Solutions, Infosys, Billionbrains Garage Ventures, Bharti Airtel, JSW Infrastructure, IndusInd Bank, ICICI Prudential Asset Management, Adani Enterprises, Craftsman Automation, Belrise Industries, Central Bank of India and Cochin Shipyard are listed with higher weights.
Q5. Which stocks have lower FTSE weights?
Biocon, Wipro, Aadhar Housing Finance, Star Health and Allied Insurance, Metro Brands, TVS Holdings and IndiaMART InterMESH are listed with lower weights.
Source: FTSE Russell Research Portal
