Infosys Toekomstige groei
Future criteriumcontroles 1/6
Infosys zal naar verwachting groeien in winst en omzet met respectievelijk 3.9% en 3.7% per jaar. De winst per aandeel zal naar verwachting groeien met 4.5% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 32.1% zijn.
Belangrijke informatie
3.9%
Groei van de winst
4.47%
Groei van de winst per aandeel
| IT winstgroei | 8.7% |
| Inkomstengroei | 3.7% |
| Toekomstig rendement op eigen vermogen | 32.05% |
| Dekking van analisten | Good |
| Laatst bijgewerkt | 08 May 2026 |
Recente toekomstige groei-updates
Recent updates
Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-update • 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 $2.50 per share.Analyse-update • Jan 27
INFY: Gradual IT Spend Recovery And AI Adoption Will Shape 2026 Outlook
Infosys' updated narrative reflects a modestly higher fair value estimate of ₹1,820.45 from ₹1,776.09, broadly in line with the series of recent analyst price target increases as analysts point to a supportive setup for services demand and a slightly adjusted view on growth, margins, discount rate and future P/E assumptions. Analyst Commentary Recent Street research around Infosys clusters around a series of modest price target increases in US$, 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.Analyse-artikel • 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...Analyse-update • 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.Analyse-artikel • 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...Analyse-update • 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.Analyse-artikel • 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...Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-artikel • 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...Analyse-update • 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.Analyse-update • 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.Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...
Nieuwe 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.Winst- en omzetgroeiprognoses
| Datum | Inkomsten | Inkomsten | Vrije kasstroom | Geldmiddelen uit operationele activiteiten | Gem. Aantal analisten |
|---|---|---|---|---|---|
| 3/31/2029 | 22,632 | 3,723 | 3,652 | 4,178 | 20 |
| 3/31/2028 | 21,549 | 3,520 | 3,414 | 3,894 | 48 |
| 3/31/2027 | 20,492 | 3,311 | 3,114 | 3,576 | 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 |
Toekomstige groeivoorspellingen analisten
Verdiensten versus spaarpercentage: De verwachte winstgroei van INFY ( 3.9% per jaar) ligt onder de spaarquote ( 6.9% ).
Winst versus markt: De winst van INFY ( 3.9% per jaar) zal naar verwachting langzamer groeien dan de markt Indian ( 16.8% per jaar).
Hoge groeiwinsten: De winst van INFY zal naar verwachting groeien, maar niet aanzienlijk.
Omzet versus markt: De omzet van INFY ( 3.7% per jaar) zal naar verwachting langzamer groeien dan de markt Indian ( 11% per jaar).
Hoge groei-inkomsten: De omzet van INFY ( 3.7% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.
Groeiprognoses winst per aandeel
Toekomstig rendement op eigen vermogen
Toekomstige ROE: Het rendement op eigen vermogen INFY zal naar verwachting over 3 jaar hoog zijn ( 32.1 %)
Ontdek groeibedrijven
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/08 08:43 |
| Aandelenkoers aan het einde van de dag | 2026/05/08 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2026/03/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Infosys Limited wordt gevolgd door 81 analisten. 48 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Pulkit Chawla | 360 ONE Capital Market Private Limited |
| Ashwin Mehta | Ambit Capital |
| Sushovon Nayak | Anand Rathi Shares and Stock Brokers Limited |