Infosys 향후 성장
Future 기준 점검 1/6
Infosys (는) 각각 연간 3.9% 및 3.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 4.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 32.1% 로 예상됩니다.
핵심 정보
3.9%
이익 성장률
4.47%
EPS 성장률
| IT 이익 성장 | 8.7% |
| 매출 성장률 | 3.8% |
| 향후 자기자본이익률 | 32.05% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 06 May 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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 $2.50 per share.내러티브 업데이트 • Jan 27
INFY: Gradual IT Spend Recovery And AI Adoption Will Shape 2026 Outlook
Infosys' updated narrative reflects a modestly higher fair value estimate of ₹1,820.45 from ₹1,776.09, broadly in line with the series of recent analyst price target increases as analysts point to a supportive setup for services demand and a slightly adjusted view on growth, margins, discount rate and future P/E assumptions. Analyst Commentary Recent Street research around Infosys clusters around a series of modest price target increases in US$, 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...
새 내러티브 • 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.이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 3/31/2029 | 22,692 | 3,723 | 3,652 | 4,178 | 20 |
| 3/31/2028 | 21,608 | 3,531 | 3,426 | 3,906 | 48 |
| 3/31/2027 | 20,548 | 3,321 | 3,124 | 3,588 | 48 |
| 3/31/2026 | 20,158 | 3,313 | 3,733 | 4,039 | N/A |
| 12/31/2025 | 19,847 | 3,206 | 3,792 | 4,078 | N/A |
| 9/30/2025 | 19,687 | 3,265 | 4,140 | 4,441 | N/A |
| 6/30/2025 | 19,504 | 3,204 | 3,878 | 4,184 | N/A |
| 3/31/2025 | 19,277 | 3,158 | 4,088 | 4,351 | N/A |
| 12/31/2024 | 19,112 | 3,304 | 4,044 | 4,289 | N/A |
| 9/30/2024 | 18,836 | 3,232 | 3,446 | 3,671 | N/A |
| 6/30/2024 | 18,659 | 3,206 | 3,277 | 3,500 | N/A |
| 3/31/2024 | 18,562 | 3,167 | 2,882 | 3,148 | N/A |
| 12/31/2023 | 18,552 | 2,952 | 2,747 | 3,042 | N/A |
| 9/30/2023 | 18,547 | 3,019 | 2,658 | 2,979 | N/A |
| 6/30/2023 | 18,385 | 3,016 | 2,577 | 2,906 | N/A |
| 3/31/2023 | 18,212 | 2,981 | 2,534 | 2,853 | N/A |
| 12/31/2022 | 17,937 | 2,989 | 2,582 | 2,890 | N/A |
| 9/30/2022 | 17,530 | 2,963 | 2,725 | 3,032 | N/A |
| 6/30/2022 | 16,973 | 2,948 | 2,848 | 3,158 | N/A |
| 3/31/2022 | 16,311 | 2,963 | 3,055 | 3,345 | N/A |
| 12/31/2021 | 15,644 | 2,908 | 3,093 | 3,353 | N/A |
| 9/30/2021 | 14,908 | 2,838 | 3,146 | 3,396 | N/A |
| 6/30/2021 | 14,222 | 2,759 | 3,108 | 3,407 | N/A |
| 3/31/2021 | 13,561 | 2,613 | 2,973 | 3,258 | N/A |
| 12/31/2020 | 13,145 | 2,506 | 2,767 | 3,089 | N/A |
| 9/30/2020 | 12,873 | 2,428 | 2,666 | 3,035 | N/A |
| 6/30/2020 | 12,770 | 2,343 | 2,389 | 2,764 | N/A |
| 3/31/2020 | 12,780 | 2,331 | 2,146 | 2,611 | N/A |
| 12/31/2019 | 12,642 | 2,322 | N/A | 2,510 | N/A |
| 9/30/2019 | 12,386 | 2,198 | N/A | 2,345 | N/A |
| 6/30/2019 | 12,099 | 2,211 | N/A | 2,261 | N/A |
| 3/31/2019 | 11,799 | 2,199 | N/A | 2,262 | N/A |
| 12/31/2018 | 11,545 | 2,189 | N/A | 2,194 | N/A |
| 9/30/2018 | 11,313 | 2,483 | N/A | 2,241 | N/A |
| 6/30/2018 | 11,119 | 2,479 | N/A | 2,244 | N/A |
| 3/31/2018 | 10,939 | 2,486 | N/A | 2,257 | N/A |
| 12/31/2017 | 10,703 | 2,458 | N/A | 2,289 | N/A |
| 9/30/2017 | 10,499 | 2,209 | N/A | 2,179 | N/A |
| 6/30/2017 | 10,358 | 2,170 | N/A | 2,291 | N/A |
| 3/31/2017 | 10,208 | 2,140 | N/A | 2,099 | N/A |
| 12/31/2016 | 10,085 | 2,130 | N/A | 2,114 | N/A |
| 9/30/2016 | 9,942 | 2,107 | N/A | 2,041 | N/A |
| 6/30/2016 | 9,746 | 2,087 | N/A | 1,969 | N/A |
| 3/31/2016 | 9,501 | 2,052 | N/A | 1,862 | N/A |
| 12/31/2015 | 9,214 | 2,017 | N/A | 1,276 | N/A |
| 9/30/2015 | 9,024 | 2,015 | N/A | 1,411 | N/A |
| 6/30/2015 | 8,834 | 2,007 | N/A | 1,636 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: INFY 의 연간 예상 수익 증가율(3.9%)이 saving rate(6.9%) 미만입니다.
수익 vs 시장: INFY 의 연간 수익(3.9%)이 Indian 시장(16.9%)보다 느리게 성장할 것으로 예상됩니다.
고성장 수익: INFY 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: INFY 의 수익(연간 3.8%)이 Indian 시장(연간 11%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: INFY 의 수익(연간 3.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: INFY의 자본 수익률은 3년 후 32.1%로 높을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/06 10:20 |
| 종가 | 2026/05/06 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2026/03/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
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분석가 소스
Infosys Limited는 81명의 분석가가 다루고 있습니다. 이 중 48명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Pulkit Chawla | 360 ONE Capital Market Private Limited |
| Ashwin Mehta | Ambit Capital |
| Sushovon Nayak | Anand Rathi Shares and Stock Brokers Limited |