Which Stocks Could Benefit From MSCI Changes And Morgan Stanley's Bullish Calls?

The latest MSCI India Index review and fresh Morgan Stanley reports have put several stocks in focus. MSCI inclusion often attracts passive fund inflows, while positive brokerage commentary can improve investor sentiment and earnings expectations. Adani Energy Solutions, Groww, Laurus Labs and Lenskart have been added to the MSCI India Index, while Morgan Stanley has reiterated bullish views on both Lenskart and Bharti Airtel.

MSCI India Index Quarterly Review

Additions Effective August 31, 2026:

• Adani Energy Solutions
• Billionbrains Garage Ventures (Groww)
• Laurus Labs
• Lenskart Solutions

Deletions Effective August 31, 2026:

• Astral
• Balkrishna Industries
• SBI Cards and Payment Services

MSCI index inclusions are closely tracked because global passive funds and ETFs benchmarked to MSCI indices typically adjust their portfolios according to these changes. Stocks entering the index often witness increased institutional participation and liquidity.

Looking for Daily Market Analysis?

Nifty Tip

Morgan Stanley On Lenskart

Morgan Stanley has maintained an Overweight rating on Lenskart with a target price of ₹666. Key observations from the brokerage include:

• Another quarter of strong operational performance.
• Quarterly earnings exceeded expectations.
• The outperformance was primarily driven by international operations.
• Management remains optimistic about growth opportunities in both Indian and international markets.
• Positive earnings revisions may support continued stock outperformance.

The brokerage believes that the company's scalable business model and growing international footprint continue to strengthen its long-term investment case.

Morgan Stanley On Bharti Airtel

Morgan Stanley has reiterated its Overweight recommendation on Bharti Airtel with a target price of ₹2,442. The brokerage highlighted Airtel's continued focus on monetization initiatives:

• Removal of entry-level plans.
• Migration of subscribers toward higher-value plans.
• Encouragement of higher data consumption packages.
• Potential ARPU improvement of ₹8–12 on a gross basis.

Higher Average Revenue Per User (ARPU) remains one of the key drivers for earnings growth in the telecom sector, and Airtel's pricing strategy could support margin expansion over the medium term.

Want Bank Nifty Trading Insights?

BankNifty Tip

Investor Takeaway

Indian-Share-Tips.com Nifty Expert Gulshan Khera, CFP®, who is also a SEBI Regd Investment Adviser, observes that MSCI index inclusions can create short-term demand from passive investment flows, while strong brokerage conviction often improves institutional interest. Investors should monitor post-inclusion trading volumes, earnings momentum and valuation trends before making investment decisions.

The combination of MSCI inclusion and positive brokerage commentary places Lenskart among the most closely watched stocks in the near term. Airtel also remains in focus due to its ongoing monetization strategy and potential ARPU expansion opportunities.

Read Free content at Indian-Share-Tips.com, which is a SEBI Registered Advisory Services.

SEBI Disclaimer: Investments in securities markets are subject to market risks. Read all related documents carefully before investing. This article is for educational and informational purposes only and should not be construed as investment advice or a recommendation to buy or sell any security.

Written by Indian-Share-Tips.com, which is a SEBI Registered Advisory Services.