Infosys Limited

NSEI:INFY Stok Raporu

Piyasa değeri: ₹4.8t

Infosys Yönetim

Yönetim kriter kontrolleri 3/4

Infosys CEO'su Salil Parekh, Jan2018 tarihinde atandı, in görev süresi 8.33 yıldır. in toplam yıllık tazminatı $ 10.22M olup, şirket hissesi ve opsiyonları dahil olmak üzere 8.6% maaş ve 91.4% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.034% ine doğrudan sahiptir ve bu hisseler ₹ 1.64B değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 8.6 yıl ve 5.5 yıldır.

Anahtar bilgiler

Salil Parekh

İcra Kurulu Başkanı

US$10.2m

Toplam tazminat

CEO maaş yüzdesi8.62%
CEO görev süresi8.3yrs
CEO sahipliği0.03%
Yönetim ortalama görev süresi8.6yrs
Yönetim Kurulu ortalama görev süresi5.5yrs

Son yönetim güncellemeleri

Recent updates

Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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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Yeni Anlatı 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.

CEO Tazminat Analizi

Salil Parekh'un ücretlendirmesi Infosys'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Mar 31 2026n/an/a

US$3b

Dec 31 2025n/an/a

US$3b

Sep 30 2025n/an/a

US$3b

Jun 30 2025n/an/a

US$3b

Mar 31 2025US$10mUS$881k

US$3b

Dec 31 2024n/an/a

US$3b

Sep 30 2024n/an/a

US$3b

Jun 30 2024n/an/a

US$3b

Mar 31 2024US$10mUS$846k

US$3b

Dec 31 2023n/an/a

US$3b

Sep 30 2023n/an/a

US$3b

Jun 30 2023n/an/a

US$3b

Mar 31 2023US$10mUS$828k

US$3b

Dec 31 2022n/an/a

US$3b

Sep 30 2022n/an/a

US$3b

Jun 30 2022n/an/a

US$3b

Mar 31 2022US$6mUS$763k

US$3b

Dec 31 2021n/an/a

US$3b

Sep 30 2021n/an/a

US$3b

Jun 30 2021n/an/a

US$3b

Mar 31 2021US$6mUS$769k

US$3b

Dec 31 2020n/an/a

US$3b

Sep 30 2020n/an/a

US$2b

Jun 30 2020n/an/a

US$2b

Mar 31 2020US$6mUS$801k

US$2b

Tazminat ve Piyasa: Salil 'nin toplam tazminatı ($USD 10.22M ), Indian pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 967.00K ).

Tazminat ve Kazançlar: Salil 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.


CEO

Salil Parekh (61 yo)

8.3yrs
Görev süresi
US$10,220,140
Tazminat

Mr. Salil Satish Parekh is a Director at Infosys Compaz Pte. Ltd. He has been the Chief Executive Officer, Managing Director and Whole-time Director of Infosys Limited since January 2, 2018.Mr. Parekh set...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Nandan Nilekani
Co-Founder & Non-Executive Chairman44.8yrsVeri yok1.01%
₹ 48.7b
Salil Parekh
MD, CEO & Director8.3yrsUS$10.22m0.034%
₹ 1.7b
Jayesh Sanghrajka
Chief Financial Officer2.1yrsUS$1.06m0.0028%
₹ 136.7m
Inderpreet Sawhney
Executive VP8.8yrsUS$2.42m0.0052%
₹ 250.2m
Shaji Mathew
Chief Human Resources Officer3.2yrsUS$790.91k0.0067%
₹ 323.2m
Anand Swaminathan
Executive VP and Segment Head of Communicationno dataUS$1.60m0.0068%
₹ 326.6m
Sandeep Mahindroo
VP, Financial Controller & Head of Investor Relationsno dataVeri yokVeri yok
Sumit Virmani
Executive VP & Chief Marketing Officerno dataVeri yokVeri yok
Srikantan Moorthy
Executive VP13.1yrsUS$658.64kVeri yok
Narsimha Mannepalli
Head, Global Services – Cloud11.1yrsUS$310.67kVeri yok
Sushanta Tharappan
Head of Human Resourcesno dataVeri yokVeri yok
Hareshkumar Amre
Group Quality Headno dataVeri yokVeri yok
8.6yrs
Ortalama Görev Süresi
55.5yo
Ortalama Yaş

Deneyimli Yönetim: INFY 'un yönetim ekibi deneyimli ve deneyimlidir ( 8.6 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Nandan Nilekani
Co-Founder & Non-Executive Chairman44.8yrsVeri yok1.01%
₹ 48.7b
Salil Parekh
MD, CEO & Director8.3yrsUS$10.22m0.034%
₹ 1.7b
Eric Paternoster
CEO, President & Director of Infosys Public Svcsno dataUS$428.93kVeri yok
Bobby Parikh
Independent Director5.8yrsUS$265.00k0.00019%
₹ 9.2m
Nitin Paranjpe
Independent Non-Executive Vice Chairman2.3yrsUS$226.00kVeri yok
Damodarannair Sundaram
Lead Independent Director8.8yrsUS$335.00kVeri yok
Chitra Nayak
Independent Director5.2yrsUS$329.00kVeri yok
Diane Jurgens
Independent Non-Executive Directorless than a yearVeri yokVeri yok
Michael Gibbs
Independent Director7.8yrsUS$369.00kVeri yok
Helene Auriol Potier
Independent Director3yrsUS$259.00kVeri yok
Govind Iyer
Independent Director3.3yrsUS$285.00kVeri yok
5.5yrs
Ortalama Görev Süresi
62.5yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: INFY 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 5.5 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/21 15:29
Gün Sonu Hisse Fiyatı2026/05/21 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2026/03/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Infosys Limited 81 Bu analistlerden 48, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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