
The Sensex will see adjustments taking place to the rejig that was announced earlier. IndusInd Bank and Nestle India will be excluded from the index and be replaced by Trent and Bharat Electronics.
As per Nuvama, Trent and Bharat Electronics Ltd. are expected to bring inflows of $708 million, as part of the reshuffle, while Nestle India and IndusInd Bank’s exit will result in outflows of up to $375 million. Read on to find out the inflows and outflows of the remaining 13 stocks that will witness an increase and decrease in weightage in the index, as per Nuvama’s estimates:
Trent Ltd. | Trent is set to be included in the BSE Sensex index, with estimated inflows of $330 million. The stock, which nearly halved from its peak in March, has gained 4.6% in the past month. However, it has declined 19.4% this year, so far.
Bharat Electronics Ltd. | BEL is set to add 81 million shares to the BSE Sensex, with an estimated inflow of $378 million. The stock recently hit a fresh record high of ₹407.5 per share. It has gained 9.3% in the past month and has increased 35.25% this year, so far.
Nestle India | The consumer stock is set to be excluded from BSE Sensex, with an estimated outflow of $230 million. The stock is nearly 17% off its all-time high of 2,778 apiece, which it hit in September 2025. It has declined nearly 2% in the past month but has gained 6.6% this year, so far. The company’s board will consider a bonus issue of shares on June 26.
IndusInd Bank | IndusInd Bank is set to be excluded from the BSE Index, with expected outflows of $145 million. Following the turbulent last few months, the lender has gained nearly 7% in the past month but has declined nearly 14% this year, so far. Nomura recently upgraded the stock to “buy”, anticipating a turnaround.
UltraTech Cement | The only Sensex constituent that is likely to see an increase in weightage, UltraTech is likely to see inflows of up to $4 million. The stock has declined nearly 3% in the past month. It is 8% off its record high of 12,339 apiece, which it hit in April 2025.
Weightage Reduction | HDFC Bank’s reduced weightage in the BSE Sensex will result in outflows of $46 million. It is followed by Bharti Airtel, which will report outflows of $45 million. Reliance Industries’ weightage reduction in the index will result in outflows of $33 million, while ICICI Bank and Infosys are likely to see outflows of $29 million and $19 million each. And with a $17 million outflow likely to be seen in Sun Pharma, the cumulative outflows for the top six stocks, witnessing reduction in weightage in the index, will be $189 million.
Weightage Reduction | L&T’s weightage reduction in the Sensex is set to result in an outflow of $14 million, while ITC and TCS’ outflows are estimated at $13 million and $12 million, respectively. Lastly, lenders Axis Bank, Kotak Mahindra Bank and SBI’s weightage too will reduce in the index, resulting in outflows of $11 million each for the Axis and Kotak and $10 million for SBI. The total outflows of the 12 stocks, witnessing reduction in weightage in Sensex, is set to be around $260 million.