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Infosys LimitedInforme acción NSEI:INFY

Capitalización bursátil ₹4.7t
Precio de las acciones
₹1.17k
₹1.49k
21.8% infravalorado descuento intrínseco
1Y-22.6%
7D-0.03%
Valor de la cartera
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Infosys Limited

Informe acción NSEI:INFY

Capitalización de mercado: ₹4.7t

Infosys (INFY) Resumen de Acciones

Infosys Limited, junto con sus filiales, presta servicios de consultoría, tecnología, externalización y servicios digitales de nueva generación en Norteamérica, Europa, India y a escala internacional. Saber más

Análisis fundamental de INFY
Puntuación del snowflake
Valoración4/6
Crecimiento futuro1/6
Rendimiento pasado5/6
Salud financiera6/6
Dividendos5/6

INFY Community Fair Values

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Software opportunity

Competidores de Infosys Limited

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Infosys
Precios históricos de las acciones
Precio actual de la acción₹1,167.20
Máximo en las últimas 52 semanas₹1,728.00
Mínimo de 52 semanas₹1,149.80
Beta0.13
Cambio en 1 mes-10.64%
Variación en 3 meses-23.22%
Cambio de 1 año-22.61%
Variación en 3 años-7.60%
Variación en 5 años-12.04%
Variación desde la OPV132,701.46%

Noticias y actualizaciones recientes

Recent updates

Actualización del análisis 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.
Actualización del análisis 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.
Actualización del análisis 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.
Actualización del análisis 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.
Actualización del análisis 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.
Actualización del análisis 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.
Actualización del análisis 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.
Artículo de análisis 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...
Actualización del análisis 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.
Artículo de análisis 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...
Actualización del análisis 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.
Artículo de análisis 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...
Actualización del análisis 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.
Actualización del análisis 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.
Actualización del análisis 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.
Artículo de análisis 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...
Actualización del análisis 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.
Actualización del análisis 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.
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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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Nuevo análisis 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.

Rentabilidad de los accionistas

INFYIN ITMercado IN
7D-0.03%-0.2%0.9%
1Y-22.6%-22.2%6.1%

Rentabilidad vs. Industria: INFY igualó a la industria Indian IT, que obtuvo un rendimiento del -22.2% el año pasado.

Rentabilidad vs. Mercado: INFY obtuvo unos resultados inferiores a los del mercado Indian, que fueron del 6.1% el año pasado.

Volatilidad de los precios

Is INFY's price volatile compared to industry and market?
INFY volatility
INFY Average Weekly Movement4.3%
IT Industry Average Movement7.9%
Market Average Movement7.2%
10% most volatile stocks in IN Market10.2%
10% least volatile stocks in IN Market4.7%

Precio estable de las acciones: INFY no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado Indian.

Volatilidad a lo largo del tiempo: La volatilidad semanal de INFY (4%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
1981328,594Salil Parekhwww.infosys.com

Infosys Limited, junto con sus filiales, ofrece servicios de consultoría, tecnología, externalización y servicios digitales de próxima generación en Norteamérica, Europa, India e internacionalmente. Proporciona marketing digital y lugar de trabajo digital, comercio digital, experiencia digital e interacciones, metaverso, análisis de datos e IA, IA aplicada, IA generativa, sostenibilidad, blockchain, ingeniería, Internet de las Cosas, DevOps ágil empresarial, modernización de aplicaciones, nube, automatización de procesos digitales, cadena de suministro digital, aplicación empresarial de Microsoft y negocio en la nube, transformación de la experiencia de servicio, transición energética, ciberseguridad y soluciones de ingeniería de calidad; soluciones Oracle, SAP y Saleforce; economía API y microservicios; y Topaz, un conjunto de servicios, soluciones y plataformas AI-first que utilizan tecnologías de IA generativa. Los productos y plataformas de la empresa incluyen Finacle, una solución bancaria central; la suite de productos Edge; la plataforma Panaya, las plataformas digitales Infosys Equinox, Infosys Helix, Infosys Applied AI, Infosys Cortex y Stater; e Infosys McCamish, una plataforma de seguros.

Resumen de fundamentos de Infosys Limited

¿Cómo se comparan los beneficios e ingresos de Infosys con su capitalización de mercado?
Estadísticas fundamentales de INFY
Capitalización bursátil₹4.72t
Beneficios(TTM)₹312.06b
Ingresos (TTM)₹1.90t
15.1x
Ratio precio-beneficio (PE)
2.5x
Ratio precio-ventas (PS)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de INFY
IngresosUS$20.16b
Coste de los ingresosUS$14.21b
Beneficio brutoUS$5.95b
Otros gastosUS$2.64b
BeneficiosUS$3.31b

Últimos beneficios comunicados

Mar 31, 2026

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)0.82
Margen bruto29.52%
Margen de beneficio neto16.44%
Ratio deuda/patrimonio0%

¿Cómo se ha desempeñado INFY a largo plazo?

Ver rendimiento histórico y comparativa

Dividendos

4.2%
Rentabilidad actual por dividendo
65%
Ratio de pagos
¿Cuándo hay que comprar INFY para recibir un próximo dividendo?
fechas de dividendos de Infosys
Fecha ex dividendoJun 10 2026
Fecha de pago de dividendosJun 25 2026
Días hasta ex dividendo34 days
Días hasta la fecha de pago de dividendos49 days

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/06 11:42
Precio de las acciones al final del día2026/05/06 00:00
Beneficios2026/03/31
Ingresos anuales2026/03/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Infosys Limited está cubierta por 81 analistas. 48 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

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