Dinshaw Irani of Helios India: India Inc's Sustained Earnings Growth Will Drive Market Forward

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India Inc's Earnings Growth: The Next Big Market Catalyst, Says Helios India's Dinshaw Irani

Dinshaw Irani is the MD & CEO at Helios India

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Moneycontrol•08-02-2026, 07:06

India Inc's Earnings Growth: The Next Big Market Catalyst, Says Helios India's Dinshaw Irani

•Dinshaw Irani, MD & CEO at Helios India, believes the equity market has already factored in the India–US trade deal.
•He states that the continued growth in earnings of India Inc. will be the next major market catalyst.
•Earnings growth is currently in its early stages, and FIIs may wait for sustained growth before actively investing in India.
•Q3 earnings are similar to Q2, with NSE 500 growing at a mid-teens pace, led by small-cap universe.
•The IT services sector requires a "painful reset" due to Gen AI's impact on the man-hours X rate per hour revenue model.

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