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The Economic Times
The Economic Times
Nandini Sanyal

Forget IT giants, go for these 4 midcap stocks: How Dipan Mehta is rewriting his Indian IT playbook

India Coforge Happiest Minds United States

Market veteran Dipan Mehta, Director at Elixir Equities, has a blunt message for investors still betting on India's IT giants: the AI disruption is real, the big names are struggling, and the winners this earnings season are names most retail portfolios don't even hold.

Speaking to ET Now, Mehta said large-cap IT services companies are finding the AI transition "very-very challenging," with projects shrinking in size and margins under pressure. But rather than turning bearish on the sector wholesale, he is urging investors to go granular, and fast.

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