AMFI Rejig: Lenskart, LG Electronics, Siemens Energy among 6 stocks set for largecap upgrade
Lenskart is in focus.
· LiveMint Markets
Nuvama expects Bosch, Siemens Energy, Lodha, Zydus Life, Lenskart and LG Electronics to potentially enter large-cap category in AMFI’s February 2027 reclassification. Its estimates are preliminary, based on current market-cap levels, and final changes will depend on rankings from Jul to Dec 2026.
The analysis
Against that, the stock is -3.8% on the day at ₹655.15, and has returned +22.5% over three months. It sits 7% below its 52-week high. The consumer & retail sector has moved -2.9% over the same period, so Lenskart is running 25.4 points ahead of its peers.
With Lenskart, Siemens India and Macrotech all implicated, this reads as a Consumer & Retail-level move rather than a company-specific one, which is the more durable kind of signal.
Market context
- It touches several names at once (LENSKART, SIEMENS, LODHA), which points to a sector-level rather than company-specific driver.
- Sector exposure: Consumer & Retail, Capital Goods & Engineering, Real Estate.
- The immediate tone of coverage reads positive.
In this story
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