Infosys Ltd logo

Infosys Ltd

INFY NSE

Key Fundamentals

Volatility
Moderate
P/E Ratio
15.08
EBITDA
₹46,602 Cr
Return on Equity
29.67%
Debt to Equity
0.1
EPS
₹64.2
52W High
₹1,728
52W Low
₹982.4

Insights

Beta

AI-extracted from concalls & annual reports · figures as reported, with sources

Log in to view Infosys Ltd insights

49 extracted metrics + investor summaries across FY15–FY26.

Log in — free

Tapetide Score

Data-driven rating, 0–100. How it works →

Technical Indicators

Key Insights

Strengths

4
  • Stock is providing a good dividend yield of 4.46%.
  • Company has a good return on equity (ROE) track record: 3 Years ROE 30.8%
  • Company has been maintaining a healthy dividend payout of 68.5%
  • Company's working capital requirements have reduced from 42.0 days to 32.7 days

Weaknesses

2
  • Promoter holding has decreased over last quarter: -0.56%
  • Promoter holding is low: 13.8%

Growth Rate

Revenue Growth
9.83% ↗
Net Income Growth
10.18% ↘
Cash Flow Change
-4.79% ↘
ROE
13.59% ↘
ROCE
8.76% ↘
EBITDA Margin (Avg.)
-0.93% ↘

AI Analysis — Bull vs Bear

Anthropic anthropic claude-opus-4.6 7d ago
AI opinion · based on fundamentals
Risk medium

Infosys Ltd commands a market cap of ₹4.25 lakh crore with a PE of 14.7x, a 3-year ROE of 31%, and TTM sales growth of 10%. The stock has declined 35% over the past year despite steady profit compounding of 13% TTM, creating a divergence between operational performance and market valuation.

Bull Case 7
  • Attractive dividend yield of 4.49% supported by a healthy payout ratio of 68.5%, offering meaningful income to shareholders
  • Consistently high return on equity at 31% over 5 years and 32% in the last year, indicating efficient capital allocation
  • PE ratio of 14.7x is well below the IT sector's historical average multiples, suggesting compressed valuations after the 35% stock decline
  • TTM revenue growth of 10% and profit growth of 13% show acceleration compared to the 3-year CAGR of 7% (sales) and 8% (profit)
  • Working capital efficiency has improved from 42.0 days to 32.7 days, reflecting better cash conversion
  • 10-year compounded sales growth of 11% and profit growth of 8% demonstrate a durable long-term earnings trajectory
  • Price-to-book of 4.93x is reasonable for a capital-light IT services business generating 31%+ ROE consistently
Bear Case 7
  • Stock has declined 35% in the past year and delivered a negative 7% CAGR over both 3-year and 5-year periods, signaling sustained underperformance
  • Promoter holding is low at 14.4%, which limits promoter skin-in-the-game and may raise governance perception concerns
  • 52-week high and low data are unavailable (reported as 0), making it difficult to assess near-term price range and volatility context
  • 10-year stock CAGR of only 6% significantly trails the 10-year profit CAGR of 8% and sales CAGR of 11%, indicating persistent de-rating over the long term
  • Debt-to-equity and EPS data are not available, limiting full visibility into balance sheet leverage and per-share earnings trends
  • IT services sector faces macro headwinds from discretionary spending cuts by global clients, which contributed to the recent stock correction
  • Despite 5-year compounded sales growth of 12%, profit growth lagged at 9% over the same period, suggesting some margin pressure over time

This is AI-generated analysis, not financial advice. Do your own due diligence.

AI News Digest

Anthropic anthropic claude-opus-4.6 1d ago
Headwinds 3
  • ADR falls on Accenture outlook Jun 18

    Infosys ADR fell 3.2% after Accenture's revenue outlook update, reflecting negative sentiment repricing across global IT services stocks.

  • Stock down 30% YTD Jun 15

    Infosys shares have fallen 30.32% year-to-date from a 52-week high of ₹1,728 (Feb 3) to a 52-week low of ₹1,089 (May 14), with market cap at ₹4.6 lakh crore.

  • AI deals seen as incremental Jun 16

    Multiple AI partnership announcements have produced an average next-day move of -0.51%, with investors treating them as incremental rather than transformational developments.

Positives 7
  • FY26 revenue hits $20.2 billion Jun 23

    Infosys reported FY26 revenue of ₹1,78,650 crore ($20.2 billion), up 9.6% YoY with 3.1% constant currency growth, net profit of ₹29,474 crore, and total dividend of ₹48 per share.

  • Q4 profit surges 28% YoY Jun 15

    Q4 FY26 profit jumped 28% to ₹8,501 crore with revenue of ₹46,402 crore and EBIT margin expanding to 21% from 20.8% in the prior quarter.

  • GlobalFoundries multi-year AI deal Jun 23

    Infosys signed a multi-year collaboration with GlobalFoundries to manage IT operations using AI and automation, expanding its AI-led managed services portfolio.

  • Valmet AI transformation partnership Jun 17

    Infosys entered a strategic long-term collaboration with Valmet (EUR 5.2bn net sales) for AI-accelerated IT transformation leveraging Infosys Topaz Fabric and Cobalt platforms.

  • CMO AI Hub with ANA/LIONS Jun 24

    Infosys launched the CMO AI Hub powered by Infosys Aster in partnership with ANA's Global CMO Growth Council and LIONS for peer-to-peer AI learning among CMOs.

  • Sentara healthcare AI partnership Jun 25

    Infosys partnered with Sentara to drive scalable enterprise AI adoption across hospital management and clinical support using Infosys Topaz Fabric.

  • Sterling Bank selects Finacle SaaS Jun 25

    Sterling Bank of Asia selected Infosys Finacle's SaaS platform for digital banking transformation including Core Banking, Trade Finance, and Origination solutions.

Neutral 5
  • Q1 FY27 results on July 23 Jul 14

    Infosys will announce Q1 FY27 results on July 23, 2026 at 3:45 PM IST, with trading window closed from June 16 to July 27.

  • ₹63.64 crore block trade on NSE Jul 14

    A block trade of ~576,056 shares at ₹1,104.70 per share totalling ₹63.64 crore was executed on NSE, reflecting sustained institutional interest.

  • Three block trades totalling ₹54.77 cr Jun 19

    Three NSE block trades involving ~520,332 shares at ₹1,040-1,058 per share totalled ₹54.77 crore, highlighting significant institutional activity.

  • Director Michael Gibbs retires Jul 13

    Independent Director Michael Nelson Gibbs retired effective July 12, 2026 after completing his second consecutive term since July 2018.

  • Form 20-F filed with SEC Jun 16

    Infosys filed its Annual Report Form 20-F for FY26 with the SEC, reporting revenues of $20,158 million, net profit of $3,316 million, and 328,594 employees.

TL;DR: Infosys delivered solid FY26 results with $20.2 billion revenue and 28% Q4 profit growth, supported by a steady stream of AI partnership wins across healthcare, manufacturing, and banking. However, the stock is down 30% YTD and investors are treating AI deal announcements as incremental, with peer sentiment risk evident from the 3.2% ADR drop on Accenture's outlook. Q1 FY27 results on July 23 will be the next key catalyst — guidance and deal commentary will determine whether the valuation gap narrows or persists.

Quarterly Results

  Mar 2023Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Sales
37,441
37,933
38,994
38,821
37,923
39,315
40,986
41,764
40,925
42,279
44,490
45,479
46,402
Expenses
28,443
28,869
29,554
29,684
29,139
29,878
31,177
31,649
31,051
32,336
33,955
34,845
35,235
Operating Profit
8,998
9,064
9,440
9,137
8,784
9,437
9,809
10,115
9,874
9,943
10,535
10,634
11,167
OPM %
24%
24%
24%
24%
23%
24%
24%
24%
24%
24%
24%
23%
24%
Other Income
671
561
632
789
2,729
838
712
859
1,190
1,042
982
-150
1,159
Interest
82
90
138
131
110
105
108
101
102
105
106
100
105
Depreciation
1,121
1,173
1,166
1,176
1,163
1,149
1,160
1,203
1,299
1,140
1,182
1,155
1,424
PBT
8,466
8,362
8,768
8,619
10,240
9,021
9,253
9,670
9,663
9,740
10,229
9,229
10,797
Tax %
28%
29%
29%
29%
22%
29%
30%
29%
27%
29%
28%
28%
21%
Net Profit
6,134
5,945
6,215
6,113
7,975
6,374
6,516
6,822
7,038
6,924
7,375
6,666
8,509
EPS in Rs
14.77
14.32
14.97
14.71
19.2
15.34
15.67
16.39
16.93
16.66
17.73
16.41
20.96
Figures in ₹ Crores

Profit & Loss

  Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Sales
53,319
62,441
68,484
70,522
82,675
90,791
1,00,472
1,21,641
1,46,767
1,53,670
1,62,990
1,78,650
Expenses
38,436
45,362
49,880
51,700
62,505
68,524
72,583
90,150
1,11,637
1,17,245
1,23,754
1,36,370
Operating Profit
14,883
17,079
18,604
18,822
20,170
22,267
27,889
31,491
35,130
36,425
39,236
42,280
OPM %
28%
27%
27%
27%
24%
25%
28%
26%
24%
24%
24%
24%
Other Income
3,430
3,120
3,050
3,311
2,882
2,803
2,201
2,295
2,701
4,711
3,600
3,033
Interest
12
0
0
0
0
170
195
200
284
470
416
416
Depreciation
1,017
1,459
1,703
1,863
2,011
2,893
3,267
3,476
4,225
4,678
4,812
4,902
PBT
17,284
18,740
19,951
20,270
21,041
22,007
26,628
30,110
33,322
35,988
37,608
39,995
Tax %
28%
28%
28%
21%
27%
24%
27%
26%
28%
27%
29%
26%
Net Profit
12,372
13,489
14,353
16,029
15,410
16,639
19,423
22,146
24,108
26,248
26,750
29,474
EPS in Rs
26.93
29.36
31.24
36.69
35.26
38.96
45.42
52.56
58.08
63.2
64.32
72.59
Div. Payout %
55%
41%
41%
59%
60%
45%
59%
59%
58%
73%
67%
66%
Figures in ₹ Crores

Balance Sheet

  Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Equity Capital
572
1,144
1,144
1,088
2,170
2,122
2,124
2,098
2,069
2,071
2,073
2,024
Reserves
50,164
60,600
67,838
63,835
62,778
63,328
74,227
73,252
73,338
86,045
93,745
90,828
Borrowings
0
0
0
0
0
4,633
5,325
5,474
8,299
8,359
8,227
9,176
Other Liabilities
15,553
13,354
14,166
14,426
19,118
21,717
25,835
35,905
40,890
39,545
43,750
52,260
Total Liabilities
66,289
75,098
83,148
79,349
84,066
91,800
1,07,511
1,16,729
1,24,596
1,36,020
1,47,795
1,54,288
Fixed Assets
11,346
13,386
14,179
12,574
15,710
23,789
25,505
25,800
29,225
27,622
30,961
33,770
CWIP
776
960
1,365
1,606
1,388
954
922
416
288
293
814
526
Investments
2,270
1,892
16,423
12,163
11,261
8,792
14,205
20,324
19,478
24,623
23,541
21,880
Other Assets
51,897
58,860
51,181
53,006
55,707
58,265
66,879
70,189
75,605
83,482
92,479
98,112
Total Assets
66,289
75,098
83,148
79,349
84,066
91,800
1,07,511
1,16,729
1,24,596
1,36,020
1,47,795
1,54,288
Figures in ₹ Crores

Cash Flow

  Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Operating
8,353
10,028
11,531
13,218
14,841
17,003
23,224
23,885
22,467
25,210
35,694
33,986
Investing
999
-885
-14,664
4,533
-632
-331
-7,373
-6,485
-1,071
-5,093
-1,864
3,546
Financing
-4,935
-6,813
-6,939
-20,505
-14,512
-17,591
-9,786
-24,642
-26,695
-17,504
-24,161
-39,786
Net Cash Flow
4,417
2,330
-10,072
-2,754
-303
-919
6,065
-7,242
-5,299
2,613
9,669
-2,254
Free Cash Flow
6,106
7,305
8,771
11,220
12,396
13,696
21,117
21,724
19,888
23,009
33,457
31,259
CFO/OP
101
93
92
107
107
97
106
100
89
95
105
101
Figures in ₹ Crores

Ratios

  Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Debtor Days
66
66
66
68
65
74
70
68
63
72
70
72
Cash Conversion Cycle
66
66
66
68
65
74
70
68
63
72
70
72
Working Capital Days
3
34
38
50
36
42
36
28
31
54
39
33
ROCE %
36%
33%
30%
30%
32%
32%
35%
37%
40%
40%
38%
40%

Shareholding Pattern

As of Mar 2026
DIIs 43.19%
FIIs 28.45%
Promoters 14.38%
Public 13.54%
Others 0.23%
Government 0.20%
Total 99.99%
  Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Promoters
14.94%
14.89%
14.78%
14.71%
14.61%
14.43%
14.43%
14.60%
14.61%
14.30%
14.52%
14.38%
FIIs
33.44%
33.60%
33.70%
34.11%
32.74%
33.28%
33.30%
32.89%
31.92%
30.08%
30.27%
28.45%
DIIs
34.58%
35.19%
35.51%
35.62%
37.28%
37.81%
38.19%
38.32%
39.39%
41.46%
41.08%
43.19%
Government
0.20%
0.19%
0.20%
0.21%
0.21%
0.20%
0.20%
0.21%
0.21%
0.20%
0.20%
0.20%
Public
16.52%
15.83%
15.52%
15.06%
14.91%
14.01%
13.62%
13.72%
13.62%
13.70%
13.69%
13.54%
Others
0.32%
0.31%
0.30%
0.29%
0.27%
0.27%
0.27%
0.26%
0.25%
0.24%
0.24%
0.23%
No. of Shareholders
31,44,613
30,09,448
28,97,030
27,73,406
28,20,740
25,76,991
25,42,766
25,46,234
25,79,164
27,19,353
26,31,803
27,48,596

Documents

Frequently Asked Questions about Infosys Ltd

What does Infosys Ltd do?
Infosys Ltd provides consulting, technology, outsourcing and next-generation digital services to enable clients to execute strategies for their digital transformation.[1] It is the 2nd largest Information Technology company in India behind TCS.[2]
Where is Infosys Ltd (INFY) listed?
Infosys Ltd is listed on the Indian stock exchanges. It is listed on NSE: INFY and BSE: 500209. You can view its live share price, financials, and ratios on Tapetide.
Which sector does Infosys Ltd belong to?
Infosys Ltd operates in the Information Technology sector within the Computer Software & Consulting industry. Sector classification helps investors compare companies affected by similar economic conditions and regulatory changes.
What is the PE ratio of Infosys Ltd?
The Price-to-Earnings (PE) ratio of Infosys Ltd is 15.08. The PE ratio compares a company's share price to its earnings per share and is commonly used to assess whether a stock is overvalued or undervalued relative to its peers.
What is the 52-week high and low of Infosys Ltd?
Over the past 52 weeks, Infosys Ltd has traded between a low of ₹982.4 and a high of ₹1,728. This range helps investors understand the stock's price volatility and recent trading levels.
What is the Return on Equity (ROE) of Infosys Ltd?
Infosys Ltd has a Return on Equity (ROE) of 29.67%. ROE measures how effectively a company uses shareholders' equity to generate profits. A higher ROE generally indicates better capital efficiency.
How can I research Infosys Ltd on Tapetide?
On Tapetide, you can view Infosys Ltd's live share price, quarterly results, profit & loss statements, balance sheet, cash flow, key ratios, shareholding pattern, technical indicators, analyst ratings, and forecasts — all on a single page without needing to sign up.

Company Information

Infosys Ltd provides consulting, technology, outsourcing and next-generation digital services to enable clients to execute strategies for their digital transformation.[1] It is the 2nd largest Information Technology company in India behind TCS.[2]

Website infosys.com
CEO Mr. Nandan M. Nilekani
Employees 3,37,034
Listed 1993-06-14
Face Value ₹ 5
Issued Size 4,05,46,67,899

Explore More

More in Information Technology → FII DII Data Stock Screener Nifty 50 Heatmap F&O Ban List