Infosys Limited

NSEI:INFY Lagerbericht

Marktkapitalisierung: ₹4.8t

Infosys Management

Management Kriterienprüfungen 3/4

Infosys CEO ist Salil Parekh , ernannt in Jan 2018, hat eine Amtszeit von 8.33 Jahren. Die jährliche Gesamtvergütung beträgt $10.22M , bestehend aus 8.6% Gehalt und 91.4% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.034% der Aktien des Unternehmens, im Wert von ₹1.66B . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 8.6 Jahre bzw. 5.5 Jahre.

Wichtige Informationen

Salil Parekh

Geschäftsführender

US$10.2m

Gesamtvergütung

Prozentsatz des Geschäftsführergehalts8.62%
Amtszeit als Geschäftsführer8.3yrs
Eigentum des Geschäftsführers0.03%
Durchschnittliche Amtszeit des Managements8.6yrs
Durchschnittliche Amtszeit der Vorstandsmitglieder5.5yrs

Jüngste Management Updates

Recent updates

Narrativ-Update May 09

INFY: AI Services Shift Will Support Margins And 2026 IT Spending Turnaround

Analysts have trimmed the Infosys fair value estimate from ₹1,492.25 to ₹1,461.83, as recent price target cuts and views on slightly softer revenue growth, partly offset by steadier margins and a marginally lower future P/E, filter into updated models. Analyst Commentary Recent Street research on Infosys clusters around modestly lower price targets and, in one case, a rating cut to Hold, with commentary focused on how AI may reshape the revenue mix and risk profile for large IT services companies.
Narrativ-Update Apr 25

INFY: AI Consulting And AI Partnerships Will Support 2026 IT Spending Turnaround

Analysts have trimmed Infosys's fair value estimate from ₹1,592.15 to ₹1,492.25, citing Street research that reflects more cautious assumptions on revenue growth and discount rates. This is partly offset by steady profit margin expectations and a slightly lower future P/E.
Narrativ-Update Apr 10

INFY: AI Consulting Shift Will Support 2026 IT Spending Turnaround

Infosys' implied fair value price target has been revised from ₹1,667.80 to ₹1,592.15 as analysts factor in a slightly lower assumed future P/E multiple and evolving views on how AI could shift IT services demand, cyclicality and risk across consulting, implementation and managed services. Analyst Commentary Recent Street research on Infosys has shifted toward a more cautious tone as analysts reassess how AI could reshape the mix between consulting, implementation and managed services, and what that might mean for earnings stability and valuation multiples.
Narrativ-Update Mar 26

INFY: AI Services Mix Reset Will Support 2026 IT Spending Turnaround

Infosys' updated analyst price target edges lower, with fair value moving from ₹1,724.32 to ₹1,667.80 as analysts factor in slightly softer revenue growth assumptions, a modestly lower future P/E, and higher perceived risk from AI driven shifts in the IT services mix. Analyst Commentary Recent Street research on Infosys reflects a mixed setup, with some analysts trimming expectations and others adjusting targets higher while staying cautious on execution and the evolving role of AI in IT services.
Narrativ-Update Mar 11

INFY: AI Business Mix Reset Will Support 2026 IT Spend Upswing

Analysts have trimmed their fair value estimate for Infosys from about ₹1,770 to roughly ₹1,724 as they factor in a slightly higher discount rate, slightly softer revenue growth assumptions, and fresh concerns that AI could shift more work toward cyclical consulting and implementation and away from steadier managed services. Analyst Commentary Recent Street research on Infosys reflects a mix of caution around AI related business mix changes and more measured optimism on the company’s medium term setup and valuation.
Narrativ-Update Feb 25

INFY: AI Business Mix Reset Will Support 2026 Repricing Potential

Analysts have trimmed their average Infosys price target by about ₹50, reflecting slightly higher discount rates and modestly softer assumptions for revenue growth and profit margins as AI related business mix risks are reassessed. Analyst Commentary Recent Street research around Infosys reflects a mixed setup, with some analysts recalibrating expectations lower while others are incrementally more constructive on the medium term opportunity set.
Narrativ-Update Feb 11

INFY: Gradual IT Spend Recovery And AI Adoption Will Support 2026 Repricing

Infosys' analyst price targets have edged higher, with recent increases ranging from about $0.20 to $2.50 per share, as analysts factor in slightly updated assumptions around discount rates, revenue growth, profit margins, and future P/E levels. Analyst Commentary Recent Street research on Infosys has focused on fine tuning fair value estimates rather than making drastic revisions, with several price targets adjusted in small increments between about $0.20 and $2.50 per share.
Narrativ-Update Jan 27

INFY: Gradual IT Spend Recovery And AI Adoption Will Shape 2026 Outlook

Infosys' updated narrative reflects a modestly higher fair value estimate of ₹1,820.45 from ₹1,776.09, broadly in line with the series of recent analyst price target increases as analysts point to a supportive setup for services demand and a slightly adjusted view on growth, margins, discount rate and future P/E assumptions. Analyst Commentary Recent Street research around Infosys clusters around a series of modest price target increases in US$, with analysts broadly pointing to a more constructive setup for IT services heading into 2026 and a view that current valuations remain discounted relative to that backdrop.
Analyseartikel Jan 17

Infosys Limited Just Missed Earnings - But Analysts Have Updated Their Models

It's been a good week for Infosys Limited ( NSE:INFY ) shareholders, because the company has just released its latest...
Narrativ-Update Jan 13

INFY: Gradual Enterprise IT Spend Recovery Will Shape AI Services Outlook

Infosys' updated analyst price target edges up to about ₹1,776 from roughly ₹1,725, as analysts reference a slightly higher revenue growth outlook, a small improvement in profit margin assumptions, and a modestly higher future P/E multiple supported by expectations for gradual improvement in enterprise IT spending. Analyst Commentary Bullish Takeaways Bullish analysts see the higher US$17 price target as consistent with a scenario where gradual improvement in enterprise IT spend supports Infosys' ability to execute on revenue growth plans.
Analyseartikel Dec 31

Capital Investments At Infosys (NSE:INFY) Point To A Promising Future

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Narrativ-Update Dec 14

INFY: US Visa Policy Shift And AI Contracts Will Shape Outlook

Analysts have nudged their fair value estimate for Infosys slightly higher to approximately ₹1,725 per share from about ₹1,719, citing a marginally higher required return, offset by modestly softer long term growth and profitability assumptions, and a largely unchanged forward valuation multiple. What's in the News Infosys launched an AI Agent for the energy sector using Infosys Topaz, Infosys Cobalt, Microsoft Copilot Studio, Azure OpenAI and chatGPT4o to provide real time insights, predictive warnings and automation that improve safety, reliability and operational efficiency in drilling and production environments.
Analyseartikel Dec 09

Pinning Down Infosys Limited's (NSE:INFY) P/E Is Difficult Right Now

With a median price-to-earnings (or "P/E") ratio of close to 25x in India, you could be forgiven for feeling...
Narrativ-Update Nov 29

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.
Narrativ-Update Nov 15

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.
Narrativ-Update Oct 31

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

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.
Analyseartikel Oct 28

We Think Infosys' (NSE:INFY) Healthy Earnings Might Be Conservative

Infosys Limited's ( NSE:INFY ) recent earnings report didn't offer any surprises, with the shares unchanged over the...
Narrativ-Update Oct 17

AI And Cloud Transformation Will Unlock Future Markets

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.
Narrativ-Update Oct 03

AI And Cloud Transformation Will Unlock Future Markets

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.
Analyseartikel Sep 05

Investors Shouldn't Overlook The Favourable Returns On Capital At Infosys (NSE:INFY)

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
Analyseartikel Aug 15

Investors Don't See Light At End Of Infosys Limited's (NSE:INFY) Tunnel

NSEI:INFY 1 Year Share Price vs Fair Value Explore Infosys's Fair Values from the Community and select yours With a...
Analyseartikel Jun 03

Why You Should Care About Infosys' (NSE:INFY) Strong Returns On Capital

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...
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Neues Narrativ Feb 11

Topaz Will Deepen AI Capabilities, Building Generative AI Agents For Future Transformations

Deepening enterprise AI capabilities and large deal wins suggest future growth and expanded offerings in high-demand technology areas.

Analyse der Geschäftsführervergütung

Wie hat sich die Vergütung von Salil Parekh im Vergleich zu den Einnahmen von Infosys verändert?
DatumGesamtvergütungGehaltUnternehmensgewinne
Mar 31 2026n/an/a

US$3b

Dec 31 2025n/an/a

US$3b

Sep 30 2025n/an/a

US$3b

Jun 30 2025n/an/a

US$3b

Mar 31 2025US$10mUS$881k

US$3b

Dec 31 2024n/an/a

US$3b

Sep 30 2024n/an/a

US$3b

Jun 30 2024n/an/a

US$3b

Mar 31 2024US$10mUS$846k

US$3b

Dec 31 2023n/an/a

US$3b

Sep 30 2023n/an/a

US$3b

Jun 30 2023n/an/a

US$3b

Mar 31 2023US$10mUS$828k

US$3b

Dec 31 2022n/an/a

US$3b

Sep 30 2022n/an/a

US$3b

Jun 30 2022n/an/a

US$3b

Mar 31 2022US$6mUS$763k

US$3b

Dec 31 2021n/an/a

US$3b

Sep 30 2021n/an/a

US$3b

Jun 30 2021n/an/a

US$3b

Mar 31 2021US$6mUS$769k

US$3b

Dec 31 2020n/an/a

US$3b

Sep 30 2020n/an/a

US$2b

Jun 30 2020n/an/a

US$2b

Mar 31 2020US$6mUS$801k

US$2b

Vergütung im Vergleich zum Markt: SalilDie Gesamtvergütung ($USD10.22M) liegt über dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt Indian ($USD967.00K).

Entschädigung vs. Einkommen: SalilDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.


Geschäftsführer

Salil Parekh (61 yo)

8.3yrs
Amtszeit
US$10,220,140
Vergütung

Mr. Salil Satish Parekh is a Director at Infosys Compaz Pte. Ltd. He has been the Chief Executive Officer, Managing Director and Whole-time Director of Infosys Limited since January 2, 2018.Mr. Parekh set...


Führungsteam

NamePositionAmtszeitVergütungEigentümerschaft
Nandan Nilekani
Co-Founder & Non-Executive Chairman44.8yrskeine Daten1.01%
₹ 48.7b
Salil Parekh
MD, CEO & Director8.3yrsUS$10.22m0.034%
₹ 1.7b
Jayesh Sanghrajka
Chief Financial Officer2.1yrsUS$1.06m0.0028%
₹ 136.7m
Inderpreet Sawhney
Executive VP8.8yrsUS$2.42m0.0052%
₹ 250.2m
Shaji Mathew
Chief Human Resources Officer3.2yrsUS$790.91k0.0067%
₹ 323.2m
Anand Swaminathan
Executive VP and Segment Head of Communicationno dataUS$1.60m0.0068%
₹ 326.6m
Sandeep Mahindroo
VP, Financial Controller & Head of Investor Relationsno datakeine Datenkeine Daten
Sumit Virmani
Executive VP & Chief Marketing Officerno datakeine Datenkeine Daten
Srikantan Moorthy
Executive VP13.1yrsUS$217.81kkeine Daten
Narsimha Mannepalli
Head, Global Services – Cloud11.1yrsUS$310.67kkeine Daten
Sushanta Tharappan
Head of Human Resourcesno datakeine Datenkeine Daten
Hareshkumar Amre
Group Quality Headno datakeine Datenkeine Daten
8.6yrs
Durchschnittliche Betriebszugehörigkeit
55.5yo
Durchschnittliches Alter

Erfahrenes Management: Das Managementteam von INFY ist erfahren und erfahren (durchschnittliche Amtszeit von 8.6 Jahren).


Vorstandsmitglieder

NamePositionAmtszeitVergütungEigentümerschaft
Nandan Nilekani
Co-Founder & Non-Executive Chairman44.8yrskeine Daten1.01%
₹ 48.7b
Salil Parekh
MD, CEO & Director8.3yrsUS$10.22m0.034%
₹ 1.7b
Eric Paternoster
CEO, President & Director of Infosys Public Svcsno dataUS$428.93kkeine Daten
Bobby Parikh
Independent Director5.8yrsUS$265.00k0.00019%
₹ 9.2m
Nitin Paranjpe
Independent Non-Executive Vice Chairman2.3yrsUS$226.00kkeine Daten
Damodarannair Sundaram
Lead Independent Director8.8yrsUS$335.00kkeine Daten
Chitra Nayak
Independent Director5.2yrsUS$329.00kkeine Daten
Diane Jurgens
Independent Non-Executive Directorless than a yearkeine Datenkeine Daten
Michael Gibbs
Independent Director7.8yrsUS$369.00kkeine Daten
Helene Auriol Potier
Independent Director3yrsUS$259.00kkeine Daten
Govind Iyer
Independent Director3.3yrsUS$285.00kkeine Daten
5.5yrs
Durchschnittliche Betriebszugehörigkeit
62.5yo
Durchschnittliches Alter

Erfahrener Vorstand: INFYDie Vorstandsmitglieder gelten als erfahren (5.5 Jahre durchschnittliche Amtszeit).


Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/20 07:12
Aktienkurs zum Tagesende2026/05/20 00:00
Gewinne2026/03/31
Jährliche Einnahmen2026/03/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Infosys Limited wird von 81 Analysten beobachtet. 48 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Pulkit Chawla360 ONE Capital Market Private Limited
Ashwin MehtaAmbit Capital
Sushovon NayakAnand Rathi Shares and Stock Brokers Limited