Infosys Limited

NSEI:INFY Rapport sur les actions

Capitalisation boursière : ₹4.8t

Infosys Croissance future

Future contrôle des critères 1/6

Infosys devrait augmenter ses bénéfices et son chiffre d'affaires de 3.9% et de 3.7% par an respectivement. Le BPA devrait croître de de 4.5% par an. Le rendement des capitaux propres devrait être 32.1% dans 3 ans.

Informations clés

3.9%

Taux de croissance des bénéfices

4.47%

Taux de croissance du BPA

IT croissance des bénéfices8.7%
Taux de croissance des recettes3.7%
Rendement futur des capitaux propres32.05%
Couverture par les analystes

Good

Dernière mise à jour08 May 2026

Mises à jour récentes de la croissance future

Article d'analyse • 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...

Recent updates

Mise à jour de l'analyse • 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.
Mise à jour de l'analyse • 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.
Mise à jour de l'analyse • 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.
Mise à jour de l'analyse • 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.
Mise à jour de l'analyse • 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.
Mise à jour de l'analyse • 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.
Mise à jour de l'analyse • 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.
Article d'analyse • 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...
Mise à jour de l'analyse • 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.
Article d'analyse • 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...
Mise à jour de l'analyse • 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.
Article d'analyse • 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...
Mise à jour de l'analyse • 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.
Mise à jour de l'analyse • 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.
Mise à jour de l'analyse • 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.
Article d'analyse • 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...
Mise à jour de l'analyse • 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.
Mise à jour de l'analyse • 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.
Article d'analyse • 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...
Article d'analyse • 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...
Article d'analyse • 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...
User avatar
Nouvelle analyse • 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.

Prévisions de croissance des bénéfices et des revenus

NSEI:INFY - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
3/31/202922,6323,7233,6524,17820
3/31/202821,5493,5203,4143,89448
3/31/202720,4923,3113,1143,57648
3/31/202620,1583,3133,7334,039N/A
12/31/202519,8473,2063,7924,078N/A
9/30/202519,6873,2654,1404,441N/A
6/30/202519,5043,2043,8784,184N/A
3/31/202519,2773,1584,0884,351N/A
12/31/202419,1123,3044,0444,289N/A
9/30/202418,8363,2323,4463,671N/A
6/30/202418,6593,2063,2773,500N/A
3/31/202418,5623,1672,8823,148N/A
12/31/202318,5522,9522,7473,042N/A
9/30/202318,5473,0192,6582,979N/A
6/30/202318,3853,0162,5772,906N/A
3/31/202318,2122,9812,5342,853N/A
12/31/202217,9372,9892,5822,890N/A
9/30/202217,5302,9632,7253,032N/A
6/30/202216,9732,9482,8483,158N/A
3/31/202216,3112,9633,0553,345N/A
12/31/202115,6442,9083,0933,353N/A
9/30/202114,9082,8383,1463,396N/A
6/30/202114,2222,7593,1083,407N/A
3/31/202113,5612,6132,9733,258N/A
12/31/202013,1452,5062,7673,089N/A
9/30/202012,8732,4282,6663,035N/A
6/30/202012,7702,3432,3892,764N/A
3/31/202012,7802,3312,1462,611N/A
12/31/201912,6422,322N/A2,510N/A
9/30/201912,3862,198N/A2,345N/A
6/30/201912,0992,211N/A2,261N/A
3/31/201911,7992,199N/A2,262N/A
12/31/201811,5452,189N/A2,194N/A
9/30/201811,3132,483N/A2,241N/A
6/30/201811,1192,479N/A2,244N/A
3/31/201810,9392,486N/A2,257N/A
12/31/201710,7032,458N/A2,289N/A
9/30/201710,4992,209N/A2,179N/A
6/30/201710,3582,170N/A2,291N/A
3/31/201710,2082,140N/A2,099N/A
12/31/201610,0852,130N/A2,114N/A
9/30/20169,9422,107N/A2,041N/A
6/30/20169,7462,087N/A1,969N/A
3/31/20169,5012,052N/A1,862N/A
12/31/20159,2142,017N/A1,276N/A
9/30/20159,0242,015N/A1,411N/A
6/30/20158,8342,007N/A1,636N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de INFY ( 3.9% par an) est inférieure au taux d'épargne ( 6.9% ).

Bénéfices vs marché: Les bénéfices de INFY ( 3.9% par an) devraient croître plus lentement que le marché Indian ( 16.9% par an).

Croissance élevée des bénéfices: Les bénéfices de INFY devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de INFY ( 3.7% par an) devrait croître plus lentement que le marché de Indian ( 11% par an).

Croissance élevée des revenus: Le chiffre d'affaires de INFY ( 3.7% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de INFY devrait être élevé dans 3 ans ( 32.1 %)

Découvrir les entreprises en croissance

7D

1Y

7D

1Y

7D

1Y

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/08 19:48
Cours de l'action en fin de journée2026/05/08 00:00
Les revenus2026/03/31
Revenus annuels2026/03/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Infosys Limited est couverte par 81 analystes. 48 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

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