MSCI February 2026 Index Update: Key Stock Changes and Expected Inflows
Aditya Birla Capital Ltd. and L&T Finance Ltd. are set to join the MSCI index, with expected inflows of $270 million and $245 million, respectively.
The MSCI February 2026 index rebalancing will be announced early Wednesday morning, and the final adjustments will take place on February 27, 2026. This rebalancing is a major event for the Indian stock market. It guides how foreign portfolio investors allocate their money, which directly affects stock prices and trading volumes.
Major Stock Inclusions and Projections
The upcoming update highlights several key additions to the index:
- Aditya Birla Capital Ltd.: Expected to attract $270 million (Rs 2,447 crore).
- L&T Finance Ltd.: Expected to attract $245 million (Rs 2,221 crore).
Both companies are seeing high demand compared to their usual daily trading volumes. Additionally, Federal Bank Ltd. is considered a borderline candidate for inclusion, with a significant projected inflow of $454 million (Rs 4,117 crore).
Stocks Set for Weight Upgrades
Several companies may see their weight increased within the index, leading to further investment. These include:
- AU Small Finance Bank Ltd.
- JSW Steel Ltd.
- FSN E-Ventures Ltd. (Nykaa)
- Vishal Mega Mart Ltd.
Likely inflows for these stocks range from $23 million (Rs 208 crore) to $172 million (Rs 1,560 crore). Each shows strong investor interest relative to their average daily trading levels.
Expected Exclusions and Outflows
As new stocks enter, others are expected to leave the index, leading to potential sell-offs:
- IRCTC: Likely to be excluded, with an estimated outflow of $148 million (Rs 1,341 crore).
- Astral Ltd.: Flagged as a possible exclusion, with projected outflows of $161 million (Rs 1,459 crore).
Both stocks show high outflow levels compared to their average daily volumes, making their removal from the index more probable.
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