# Avoid Indian IT stocks, AI will reset revenue models: Helios CEO 2026-08-10T09:00:08+00:00 | Business & Economy | Indian Opinion Desk Corroboration: 1 independent outlet Dinshaw Irani, managing director and CEO of Helios India, has told rediff.com that investors should stay away from Indian IT stocks because artificial intelligence adoption will force a reset of revenue models and hurt earnings growth. He expects the next leg of earnings growth to come from the MSME segment, not from large-cap sectors which are either saturated or in transition. Irani identified the biggest global risks as escalating West Asia tensions and climate disruptions like a super El Niño, which could trigger stagflation. He said India is now ripe to outperform emerging Asia and emerging markets, after a period of underperformance since September 2024. ## Coverage - rediff.com Tags: AI impact, Helios India, IT stocks, market risks, MSME growth, West Asia tensions Canonical: https://indianopinion.org/avoid-indian-it-stocks-ai-will-reset-revenue-models-helios-ceo/ License: Summary and commentary (c) Indian Opinion, reusable with attribution. Facts belong to the linked sources. Cite: https://indianopinion.org/avoid-indian-it-stocks-ai-will-reset-revenue-models-helios-ceo/#story-in-brief Review state: restored archive article, accurate at time of publication, not offered to search indexes.