Infosys Résultats passés
Passé contrôle des critères 5/6
Infosys a connu une croissance annuelle moyenne de ses bénéfices de 3.7%, tandis que le secteur IT a vu ses bénéfices augmenter de en hausse à 23.5% par an. Les revenus ont augmenté de en hausse à un taux moyen de 6.4% par an. Le rendement des capitaux propres de Infosys est 33.7% et ses marges nettes sont de 16.4%.
Informations clés
3.66%
Taux de croissance des bénéfices
4.23%
Taux de croissance du BPA
| IT Croissance de l'industrie | 24.33% |
| Taux de croissance des recettes | 6.37% |
| Rendement des fonds propres | 33.70% |
| Marge nette | 16.44% |
| Dernière mise à jour des bénéfices | 31 Mar 2026 |
Mises à jour récentes des performances passées
Recent updates
Mise à jour du récit • 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.Mise à jour du récit • 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 du récit • 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 du récit • 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 du récit • 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 du récit • 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 du récit • 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 $2.50 per share.Mise à jour du récit • Jan 27
INFY: Gradual IT Spend Recovery And AI Adoption Will Shape 2026 Outlook
Infosys' updated narrative reflects a modestly higher fair value estimate of ₹1,820.45 from ₹1,776.09, broadly in line with the series of recent analyst price target increases as analysts point to a supportive setup for services demand and a slightly adjusted view on growth, margins, discount rate and future P/E assumptions. Analyst Commentary Recent Street research around Infosys clusters around a series of modest price target increases in US$, 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 du récit • 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 du récit • 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 du récit • 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 du récit • 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 du récit • 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 du récit • 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 du récit • 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...
Nouveau récit • 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.Ventilation des recettes et des dépenses
Ventilation des recettes et des dépenses
Comment Infosys gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 31 Mar 26 | 20,158 | 3,313 | 1,861 | 0 |
| 31 Dec 25 | 19,847 | 3,206 | 1,784 | 0 |
| 30 Sep 25 | 19,687 | 3,265 | 1,725 | 0 |
| 30 Jun 25 | 19,504 | 3,204 | 1,693 | 0 |
| 31 Mar 25 | 19,277 | 3,158 | 1,661 | 0 |
| 31 Dec 24 | 19,112 | 3,304 | 1,668 | 0 |
| 30 Sep 24 | 18,836 | 3,232 | 1,660 | 0 |
| 30 Jun 24 | 18,659 | 3,206 | 1,646 | 0 |
| 31 Mar 24 | 18,562 | 3,167 | 1,631 | 0 |
| 31 Dec 23 | 18,552 | 2,952 | 1,635 | 0 |
| 30 Sep 23 | 18,547 | 3,019 | 1,631 | 0 |
| 30 Jun 23 | 18,385 | 3,016 | 1,592 | 0 |
| 31 Mar 23 | 18,212 | 2,981 | 1,561 | 0 |
| 31 Dec 22 | 17,937 | 2,989 | 1,538 | 0 |
| 30 Sep 22 | 17,530 | 2,963 | 1,509 | 0 |
| 30 Jun 22 | 16,973 | 2,948 | 1,486 | 0 |
| 31 Mar 22 | 16,311 | 2,963 | 1,560 | 0 |
| 31 Dec 21 | 15,644 | 2,908 | 1,299 | 0 |
| 30 Sep 21 | 14,908 | 2,838 | 1,246 | 0 |
| 30 Jun 21 | 14,222 | 2,759 | 1,210 | 0 |
| 31 Mar 21 | 13,561 | 2,613 | 1,173 | 0 |
| 31 Dec 20 | 13,145 | 2,506 | 1,296 | 0 |
| 30 Sep 20 | 12,873 | 2,428 | 1,321 | 0 |
| 30 Jun 20 | 12,770 | 2,343 | 1,336 | 0 |
| 31 Mar 20 | 12,780 | 2,331 | 1,353 | 0 |
| 31 Dec 19 | 12,642 | 2,322 | 1,338 | 0 |
| 30 Sep 19 | 12,386 | 2,198 | 1,318 | 0 |
| 30 Jun 19 | 12,099 | 2,211 | 1,297 | 0 |
| 31 Mar 19 | 11,799 | 2,199 | 1,281 | 0 |
| 31 Dec 18 | 11,545 | 2,189 | 1,232 | 0 |
| 30 Sep 18 | 11,313 | 2,483 | 1,195 | 0 |
| 30 Jun 18 | 11,119 | 2,479 | 1,177 | 0 |
| 31 Mar 18 | 10,939 | 2,486 | 1,151 | 0 |
| 31 Dec 17 | 10,703 | 2,458 | 1,145 | 0 |
| 30 Sep 17 | 10,499 | 2,209 | 1,137 | 0 |
| 30 Jun 17 | 10,358 | 2,170 | 1,114 | 0 |
| 31 Mar 17 | 10,208 | 2,140 | 1,242 | 0 |
| 31 Dec 16 | 10,085 | 2,130 | 1,081 | 0 |
| 30 Sep 16 | 9,942 | 2,107 | 1,066 | 0 |
| 30 Jun 16 | 9,746 | 2,087 | 1,056 | 0 |
| 31 Mar 16 | 9,501 | 2,052 | 1,040 | 0 |
| 31 Dec 15 | 9,214 | 2,017 | 1,030 | 0 |
| 30 Sep 15 | 9,024 | 2,015 | 1,008 | 0 |
| 30 Jun 15 | 8,834 | 2,007 | 997 | 0 |
Des revenus de qualité: INFY a des bénéfices de haute qualité.
Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de INFY sont plus élevées que l'année dernière INFY. (16.4%) sont plus élevées que l'année dernière (16.4%).
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: Les bénéfices de INFY ont augmenté de 3.7% par an au cours des 5 dernières années.
Accélération de la croissance: La croissance des bénéfices de INFY au cours de l'année écoulée ( 4.9% ) dépasse sa moyenne sur 5 ans ( 3.7% par an).
Bénéfices par rapport au secteur d'activité: La croissance des bénéfices INFY au cours de l'année écoulée ( 4.9% ) n'a pas surpassé celle du secteur IT 15.7%.
Rendement des fonds propres
ROE élevé: Le retour sur capitaux propres de INFY ( 33.7% ) est considéré comme élevé.
Rendement des actifs
Rendement des capitaux employés
Découvrir des entreprises performantes dans le passé
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/21 23:19 |
| Cours de l'action en fin de journée | 2026/05/21 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2026/03/31 |
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.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* 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. 47 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.
| Analyste | Institution |
|---|---|
| Pulkit Chawla | 360 ONE Capital Market Private Limited |
| Ashwin Mehta | Ambit Capital |
| Sushovon Nayak | Anand Rathi Shares and Stock Brokers Limited |