INFY: Continued Digital Demand Will Drive Margin Strength Despite New Visa Fees

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

11 Feb 25

Updated

29 Nov 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-20.1%

7D

-1.1%

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1Y

-20.1%

7D

-1.1%

You can edit this narrative until Nov 30 11:05 AM. Then, changes will post as Updates.

Author's Valuation

₹1.72k7.0% undervalued

AnalystConsensusTarget Fair Value

Shared on 29 Nov 25

Fair value Increased 0.77%

INFY: US Visa Policy Shift And Margin Stability Will Influence Outlook

Analysts have raised their price target for Infosys from ₹1,706 to ₹1,719. This change reflects modest improvements in projected profit margins and updated cash flow assumptions.

Shared on 15 Nov 25

Fair value Increased 0.096%

INFY: Revenue Stability And Discount Rate Will Drive Medium-Term Upside

Analysts have raised their fair value price target for Infosys slightly, from ₹1,704.36 to ₹1,706.00. They cite stable revenue growth and improved discount rates as key supporting factors.

Shared on 31 Oct 25

Fair value Decreased 0.093%

Infosys’ analyst price target was slightly reduced from ₹1,705.95 to ₹1,704.36, as analysts cited minor adjustments to growth and discount rate assumptions. They maintained confidence in profit margin strength and fair value.

Shared on 17 Oct 25

Fair value Decreased 0.84%

Infosys's analyst price target has been increased from $18 to $19. This change reflects analysts' confidence after stronger-than-expected Q1 results and raised guidance, despite anticipated declines in third party revenue.

Shared on 03 Oct 25

Fair value Decreased 1.59%

Analysts have increased their price target for Infosys from $18 to $19, citing stronger-than-expected Q1 results and improved guidance as justification for the upgrade. Analyst Commentary Recent updates from market analysts highlight a mix of optimism and caution regarding Infosys's business outlook and valuation trajectory.

Shared on 01 May 25

Fair value Increased 6.78%

Shared on 23 Apr 25

Fair value Decreased 19%

AnalystConsensusTarget has decreased revenue growth from 8.3% to 5.4%.

Shared on 17 Apr 25

Fair value Increased 6.75%

AnalystConsensusTarget has decreased shares outstanding growth rate from 0.0% to -0.0%.

Shared on 09 Apr 25

Fair value Decreased 4.59%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 2.30%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 0.53%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 0.32%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 13 Mar 25

Fair value Increased 21%

AnalystConsensusTarget has increased revenue growth from 4.9% to 8.0%, increased future PE multiple from 31.8x to 35.9x and increased shares outstanding growth rate from 0.0% to 0.0%.

AnalystConsensusTarget Fair Value

₹1.72k

7.0% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

4.89%

IT revenue growth rate

0.51%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

16.01%

Calculation

US$3.82b

Earnings '28

x

32.59x

PE Ratio '28

=

US$124.64b

Market Cap '28

US$124.64b

Market Cap '28

/

4.16b

No. shares '28

=

US$30.00

Share Price '28

US$30.00 Share Price '28

Discounted to 2025 @ 15.99% p.a.

=

US$19.22

Fair Value '25

US$19.22 Fair Value '25

Converted to INR @ 89.4436 USD/INR Exchange Rate

=

₹1.72k

Fair Value '25