Infosys Limited

Report azionario NSEI:INFY

Capitalizzazione di mercato: ₹4.7t

Infosys Crescita futura

Criteri Future verificati 1/6

Infosys prevede che gli utili e i ricavi cresceranno rispettivamente di 3.9% e 3.8% all'anno. Si prevede che l'EPS crescerà di 4.5% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 32.1% in 3 anni.

Informazioni chiave

3.9%

Tasso di crescita degli utili

4.47%

Tasso di crescita dell'EPS

IT crescita degli utili8.7%
Tasso di crescita dei ricavi3.8%
Rendimento futuro del capitale proprio32.05%
Copertura analitica

Good

Ultimo aggiornamento06 May 2026

Aggiornamenti recenti sulla crescita futura

Articolo di analisi • 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

Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.
Articolo di analisi • 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...
Aggiornamento dell'analisi • 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.
Articolo di analisi • 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...
Aggiornamento dell'analisi • 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.
Articolo di analisi • 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...
Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.
Articolo di analisi • 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...
Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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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Nuova analisi • 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.

Previsioni di crescita degli utili e dei ricavi

NSEI:INFY - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
3/31/202922,6923,7233,6524,17820
3/31/202821,6083,5313,4263,90648
3/31/202720,5483,3213,1243,58848
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

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di INFY ( 3.9% all'anno) è inferiore al tasso di risparmio ( 6.9% ).

Guadagni vs Mercato: Si prevede che gli utili di INFY ( 3.9% all'anno) cresceranno più lentamente rispetto al mercato Indian ( 16.9% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di INFY cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di INFY ( 3.8% all'anno) crescerà più lentamente rispetto al mercato Indian ( 11% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di INFY ( 3.8% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di INFY sarà elevato tra 3 anni ( 32.1 %)

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/06 04:10
Prezzo dell'azione a fine giornata2026/05/06 00:00
Utili2026/03/31
Utili annuali2026/03/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Infosys Limited è coperta da 81 analisti. 48 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

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