MSCI rebalancing could see Paytm, Nykaa find their way into the Standard index: Nuvama

Among the noted exclusions from the MSCI Smallcap index could be names like Allcargo Logistics, Rossari Biotech, Gujarat Alkalies, Orchid Pharma, E2E Networks, and others, said Nuvama.

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26 Aug, 2025 12:21

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Investors will be closely tracking the MSCI index rebalancing announcement for the Standard and Smallcap indices, expected on May 14, which could see inclusion of new names into the pack, with a Nuvama Research note suggesting Paytm and Nykaa could find their way into the index.

The flows based on the changes in the index are expected to come into effect on May 30, and the adjustments are set to come into effect from June 3, 2025. Read More

The Nuvama note is projecting that Coromandel International, One 97 Communication and FSN E-commerce Ventures could be included into the MSCI Global Standard Index during the May rejig, while Thermax could be excluded. These inclusions could see an expected inflow of $249 million, $216 million and $198 million respectively after the addition into the gauge, said the note.

In its earlier update, Adani Enterprises too was part of a high-conviction inclusion list in the Standard index, however, Nuvama said that there is a 'strong sense' that MSCI may be 'reluctant to revise the free float' here. "If they do proceed with the revision, the estimated inflow could be around $175 million," the note said.

In the MSCI Smallcap index, as many as 11 stocks that could find their way in, with names including Tata Technologies, Hexaware, AWL Agri Business, International Gemological Institute (IGI), Godrej Agrovet, Premier Energies, Authum Investment, Acme Solar, among others.

Tata Technologies, Hexaware, Premier Energies and AWL Agri Business are expected to rake in the most inflows, ranging between $12-14 million each, said the note.

Among the noted exclusions from the MSCI Smallcap index could be names like Allcargo Logistics, Rossari Biotech, Gujarat Alkalies, Orchid Pharma, E2E Networks, and others, said Nuvama.

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