Synopsis: BSE Limited is likely to enter the Nifty 50 in the September 2026 review, replacing Wipro due to its strong performance and rising trading activity. This could lead to large passive fund inflows into BSE and outflows from Wipro, which is facing weak IT demand and slower growth.
The shares of a Large-Cap company specialising in providing an efficient, transparent market for trading financial instruments, are in focus in the day’s trade, as it is likely to be added to the benchmark Nifty 50.
With a market capitalization of Rs. 1,63,443.23 crores in the day’s trade, the shares of BSE Limited jumped upto 0.17 percent, making a high of Rs. 4,007.60 per share compared to its previous closing price of Rs. 4,000.60 per share.
What happened
BSE Limited, engaged in providing an efficient, transparent market for trading financial instruments, is in the spotlight as they have likely to be added to the benchmark Nifty 50. The anticipated change is driven by strong market performance and evolving index eligibility rules, with large passive fund flows expected to follow the rejig.
BSE Set to Enter Nifty 50
BSE is projected to enter the Nifty 50 in the September 2026 review, according to an analysis by Quiddity Advisors. The inclusion reflects its sharp stock rally, supported by strong growth in derivatives trading activity and improved investor participation on its platform.
The reshuffle is estimated to trigger one-way passive fund flows of around $639 million, as index-tracking funds adjust their holdings. Such flows typically lead to short-term volatility in both the incoming and outgoing stocks due to large-scale buying and selling.
Wipro Set to Exit Nifty 50 in Rejig
Wipro has fallen in recent months due to broad weakness in the technology sector and rising concerns about disruption from artificial intelligence. The company also reported a weak fourth quarter, with revenue missing estimates and a cautious guidance of -2% to 0% growth for the next quarter, adding further pressure on the stock.
Slowing demand from the BFSI segment and declining net profit have kept Wipro near its 52-week low. If the stock is removed from the index, it could trigger passive fund outflows as index-tracking funds rebalance their holdings, estimated at $206 million.
Second Nifty 50 Change in September 2026 Unlikely
A second change in the Nifty 50 during the September 2026 review is still considered unlikely. For this to occur, TVS Motor Company would need to significantly outperform Adani Enterprises, which is currently seen as the next potential stock for exclusion.
TVS Motor Company has a slim chance of inclusion, with estimated passive buying of around $311 million, and Adani Enterprises has a slim chance of exclusion, with estimated selling of around $291 million.
Nifty 100 – Expected Changes in September 2026 Rejig
The upcoming Nifty 100 reshuffle is expected to see additions, including BSE Ltd, Hitachi Energy India, Polycab India, Vodafone Idea, and Bharat Heavy Electricals Limited. These inclusions reflect changing market-cap rankings and sectoral momentum across infrastructure, telecom, and manufacturing.
On the other hand, the index may see exits such as Macrotech Developers, Shree Cement, Indian Hotels Company Limited, REC Limited, and Zydus Lifesciences, as their relative rankings shift in the broader index universe.
Financials & Others
The company’s revenue rose by 85 percent from Rs. 847 crores in March 2025 to Rs. 1,564 crores in March 2026. Meanwhile, Net profit rose from Rs. 494 crores to Rs. 795 crores in the same period.
The company shows strong financial efficiency with a Return on Capital Employed (ROCE) of 58% and Return on Equity (ROE) of 44.8%, indicating highly effective use of capital. It also has a low PEG ratio of 0.53 and zero debt, reflecting strong valuation support and a clean balance sheet.
Over the long term, the business has delivered robust profit growth with a 5-year CAGR of 68.4%. It has also maintained a solid ROE track record of 35.5% over the last 3 years and a healthy dividend payout of 22%, showing a consistent balance between growth and shareholder returns.
BSE Ltd is one of India’s oldest stock exchanges and a key financial market infrastructure institution. It provides a platform for trading equities, derivatives, debt instruments, and mutual funds, playing a central role in India’s capital market ecosystem.
In recent years, BSE has benefited from strong growth in retail participation and increased activity in derivatives trading. It also operates several market infrastructure services, including risk management and clearing-related solutions, making it an important player.
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