Infosys Tidigare resultatutveckling
Tidigare kriterier kontrolleras 4/6
Infosys har ökat intäkterna med en genomsnittlig årlig takt på 3.3%, medan IT -branschen såg intäkterna växer på 21.3% årligen. Intäkterna har varit växande med en genomsnittlig takt på 5.6% per år. Infosys s avkastning på eget kapital är 34.4% och den har en nettomarginal på 16.4%.
Viktig information
3.28%
Tillväxttakt i vinsten
3.87%
Tillväxttakt för EPS
| IT Tillväxt i branschen | 24.33% |
| Intäkternas tillväxttakt | 5.62% |
| Avkastning på eget kapital | 34.39% |
| Nettomarginal | 16.37% |
| Nästa resultatuppdatering | 23 Oct 2026 |
Senaste uppdateringar av tidigare prestationer
Recent updates
Uppdatering av berättelse • Aug 13
INFY: AI Pricing And Productivity Shift Will Shape Medium Term Upside Potential
Analysts have reduced their fair value estimate for Infosys to ₹1,478 from ₹1,705 as price targets across the Street move lower on weaker Q1 results, reduced revenue guidance, and ongoing concerns about AI driven pricing and productivity pressures. Analyst Commentary on Infosys Recent research on Infosys points to a more cautious tone after the Q1 miss and guidance cut, with several firms trimming price targets and downgrading ratings.
Uppdatering av berättelse • Jul 30
INFY: AI Headwinds And CEO Transition Will Test Margin Resilience
Infosys' updated fair value estimate has shifted lower to about ₹1,199 from roughly ₹1,395. This reflects the recent wave of reduced analyst price targets as they respond to softer Q1 performance, trimmed revenue guidance, and concerns around weaker organic growth, pricing pressure, and AI related productivity impacts.Uppdatering av berättelse • Jul 16
INFY: AI Spending Shift Will Shape Medium Term Upside Potential
Infosys' analyst fair value estimate has been revised lower to ₹1,704.72 from ₹1,773.34, reflecting a series of reduced Street price targets as analysts factor in muted near term growth expectations, an uncertain demand backdrop, and questions about how quickly the company can benefit from AI related spending. Analyst Commentary Recent Street research on Infosys points to a cautious but engaged stance from several firms, with price targets generally reset lower in response to softer near term growth expectations and a less certain demand backdrop.
Ny berättelse • Jul 15
AI Productivity Gains Will Compress Traditional Services And Limit Future Margin Expansion
Catalysts About Infosys Infosys provides technology and consulting services to global enterprises, including AI, cloud, operations and legacy modernization work. What are the underlying business or industry changes driving this perspective?Uppdatering av berättelse • Jul 02
INFY: AI Client Wins Will Support Margins Despite Choppy Tech Budgets
The analyst fair value estimate for Infosys has been revised down from ₹1,460.95 to ₹1,395.13 as analysts factor in a slightly higher discount rate, more cautious revenue growth assumptions, and ongoing uncertainty around the near term impact of AI on client demand and tech services budgets. Analyst Commentary Recent research on Infosys highlights a mix of optimism and caution as investors weigh valuation against execution risks tied to AI adoption and a softer tech spending backdrop.Ny berättelse • Jun 30
AI Expansion And Large Deals Will Reshape This Outsourced IT Leader
Catalysts About Infosys Infosys provides global IT services, consulting and outsourcing, with a growing focus on AI and cloud based solutions for large enterprises. What are the underlying business or industry changes driving this perspective?Uppdatering av berättelse • Jun 18
INFY: AI And Cloud Deals Will Support Margins Despite Cautious Models
Infosys enters this Narrative Update with a slightly lower analyst price target, trimmed by ₹2 to reflect revised views on discount rates, revenue growth expectations, profit margins and future P/E assumptions. Analyst Commentary Recent research on Infosys clusters around modestly reduced price targets, with analysts fine tuning their models for discount rates, revenue growth, margins and future P/E assumptions.Uppdatering av berättelse • Jun 03
INFY: AI Services Expansion Will Support Margins Despite Recent Model Fine Tuning
Infosys' updated analyst price target edges down by about ₹1 to roughly ₹1,461 as analysts factor in slightly softer revenue growth assumptions, a modestly lower future P/E and a small uptick in expected profit margins. Analyst Commentary Recent Street research on Infosys has focused on fine tuning valuation assumptions, with several firms trimming their price targets in relatively small increments.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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 $2.50 per share.Uppdatering av berättelse • Jan 27
INFY: Gradual IT Spend Recovery And AI Adoption Will Shape 2026 Outlook
Infosys' updated narrative reflects a modestly higher fair value estimate of ₹1,820.45 from ₹1,776.09, broadly in line with the series of recent analyst price target increases as analysts point to a supportive setup for services demand and a slightly adjusted view on growth, margins, discount rate and future P/E assumptions. Analyst Commentary Recent Street research around Infosys clusters around a series of modest price target increases in US$, 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.Analysartikel • 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...Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.
Ny berättelse • 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.Fördelning av intäkter och kostnader
Fördelning av intäkter och kostnader
Hur Infosys tjänar och spenderar pengar. Baserat på senast rapporterade resultat, på rullande tolvmånadersbasis.
Resultat- och intäktshistorik
| Datum | Intäkter | Intäkter | G+A Kostnader | FoU-kostnader |
|---|---|---|---|---|
| 30 Jun 26 | 20,299 | 3,323 | 1,887 | 0 |
| 31 Mar 26 | 20,158 | 3,313 | 1,861 | 0 |
| 31 Dec 25 | 19,846 | 3,208 | 1,788 | 0 |
| 30 Sep 25 | 19,686 | 3,266 | 1,729 | 0 |
| 30 Jun 25 | 19,504 | 3,204 | 1,697 | 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 |
Kvalitetsintäkter: INFY har inkomster av hög kvalitet.
Växande vinstmarginal: INFY s nuvarande netto vinstmarginaler (16.4%) är lägre än förra året (16.4%).
Fritt kassaflöde vs resultatanalys
Analys av tidigare vinsttillväxt
Resultatutveckling: INFY s intäkter har ökat med 3.3% per år under de senaste 5 åren.
Accelererande tillväxt: INFY s intäktstillväxt under det senaste året ( 3.7% ) överstiger sitt 5-åriga genomsnitt ( 3.3% per år).
Resultat vs industri: INFY vinsttillväxt under det senaste året ( 3.7% ) överträffade inte IT branschen 15.3%.
Avkastning på eget kapital
Hög ROE: INFY s avkastning på eget kapital ( 34.4% ) anses vara hög.
Avkastning på tillgångar
Avkastning på sysselsatt kapital
Upptäck starka bolag som tidigare presterat bra
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/09/20 10:46 |
| Aktiekurs vid dagens slut | 2026/09/18 00:00 |
| Intäkter | 2026/06/30 |
| Årlig intjäning | 2026/03/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Infosys Limited bevakas av 82 analytiker. 49 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Pulkit Chawla | 360 ONE Capital Market Private Limited |
| null null | 360 ONE Capital Market Private Limited |
| Ashwin Mehta | Ambit Capital |