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BSE is likely to enter the Nifty 50 index in the September 2026 reshuffle, potentially replacing IT major Wipro, according to a report by Quiddity Advisors.
Assuming a single change, one-way flow for the Nifty 50 is estimated at $639 million.
The reason: BSE shares have jumped over 63% in the past year, driven by a surge in trading activity, growing retail investor participation and strong growth in its derivatives business, especially weekly Sensex options.
Meanwhile, Wipro’s shares have fallen more than 25% amid weakness in the IT sector and rising concerns around AI disruption.
Because of this, analysts believe BSE is now big enough to enter the Nifty 50 index, potentially replacing Wipro in the September 2026 reshuffle.
Broader scene: the upcoming Nifty index reshuffle could bring one of the biggest overhauls in recent years, with the broader Nifty 100 expected to see five entries and five exits, the maximum changes allowed in a single review.
Likely entrants include Hitachi Energy India, Polycab India, Vodafone Idea and Bharat Heavy Electricals. Companies expected to drop out include Shree Cement, REC and Zydus Lifesciences.
The reshuffle highlights how market leadership is shifting rapidly across sectors, from traditional industries to trading, energy, telecom and infrastructure plays. It could also trigger massive money movement, with passive funds expected to rebalance billions of dollars into the incoming stocks.
