FTSE Inclusion and Weightage Changes for Indian Stocks – June 2025

FTSE Russell’s latest index rebalancing, announced on June 20, 2025, has brought significant attention to Indian equities, with several stocks seeing both new inclusions and weightage increases, resulting in expectations of substantial passive inflows from global funds.

Key Indian Stocks Added to FTSE Indices (Estimated in USD Millions)
Vishal Mega Mart - 115
Hyundai Motor India - 56
Waaree Energies - 49
Swiggy - 32
NTPC Green Energy - 22
OneSource Specialty Pharma -15
Afcons Infrastructure - 9
SAI Life Sciences - 8
Inventurus Knowledge - 7

These additions are projected to collectively attract approximately $313 million in passive inflows as index-tracking funds adjust their portfolios.

Estimated Inflows by Stock
Stock    Estimated Inflow (USD million)
Vishal Mega Mart    115
Hyundai Motor India    56
Waaree Energies    49
Swiggy    32
NTPC Green Energy    22
OneSource Specialty    15
Afcons Infrastructure    9
SAI Life Sciences    8
Inventurus Knowledge    7

Stocks with Increased FTSE Weightage
Several established Indian companies are also seeing an increase in their index weightage, which is expected to result in further inflows:

Bharti Airtel: $41 million

Mahindra & Mahindra: $32 million

Power Grid: $20 million

Tata Power: $18 million

UltraTech Cement: $14 million

Stocks with Decreased FTSE Weightage
Some stocks are facing weightage reductions, leading to expected outflows:

Titan: Outflow of $30 million

Adani Enterprises: Outflow of $30 million

JSW Steel: Outflow of $28 million

Asian Paints: Outflow of $21 million

Shree Cement: Outflow of $23 million

Market Reaction:
The announcement triggered notable price movements in the newly included stocks:

Hyundai Motor India hit an all-time high, rising 4%.

Waaree Energies surged nearly 8%, marking its biggest single-day gain in eight weeks.

Swiggy gained 1.4%.

NTPC Green Energy rose nearly 4%.

Additional Segment Changes
ITC Hotels is being shifted from the largecap to the midcap segment within the FTSE indices.

18 stocks, including One MobiKwik Systems and DAM Capital Advisors, are entering the FTSE Russell microcap segment.

In summary: The June 2025 FTSE index rejig is set to bring in over $300 million in passive inflows to newly included Indian stocks, with several large-cap names also benefiting from weight upgrades. Conversely, a handful of major stocks will see outflows due to reduced index weightage. These changes are expected to take effect from June 23, 2025, and are already influencing market sentiment and stock prices.

Source: Moneycontrol, CNBCTV18, Zee Business