Infosys Ltd - ADR

Infosys Ltd - ADR

INFY

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Market Cap$51.3B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Infosys Ltd - ADRInfosys Ltd - ADR14.73.88%34%2.50.3

Earnings Call Q4 2026

April 23, 2026 - AI Summary

FY26 performance & deal momentum (good) - Infosys delivered 3.1% full-year constant-currency growth; Q4 YoY constant-currency growth was 4.1%. - Large deals were strong: $14.9B for FY26 and $3.2B in Q4; FY26 large deals were +28% vs prior year, and net new on large deals was +55% (cited). - Management characterized Q4 large-deal value as lumpy/variable quarter-to-quarter (attributing some quarterly variability to a prior quarter “mega deal,” not demand collapse).
FY27 guidance: modest growth, margin range (key forecasts) - Revenue growth guidance (FY27): +1.5% to +3.5% YoY in constant currency. - Operating margin guidance (FY27): 20% to 22%. - Outlook calls for growth acceleration specifically in Financial Services and Energy/Utilities/Resources; also supported by AI-driven demand and large-deal net-new.
AI strategy: demand is strong but disclosure is limited (good + surprising) - Infosys reiterated a broad AI services addressable market across 6 areas: AI strategy engineering, data, process, legacy modernization, physical AI, trust. - AI revenue is growing (they said Q3 was ~5.5% of revenue; Q4 is higher than 5.5%, but they refused to provide the exact number). - Management stated AI is moving beyond pilots conceptually via: - AI “first” services (new work in the 6 areas) - AI “augmented” services (AI embedded across delivery) - Surprise/insight: while AI drives productivity compression, management believes scope expansion (tech+ops + adjacent work) can offset it.

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$14.77

Target Price by Analysts

17.5% upsideInfosys Target Price DetailsTarget Price
$37.11

Current Fair Value

195.2% upside

Undervalued by 195.2% based on the discounted cash flow analysis.

Share Statistics

Market cap$51.30 Billion
Enterprise Value$52.18 Billion
Dividend Yield$0.52 (3.88%)
Earnings per Share$0.83
Beta0.13
Outstanding Shares3,995,652,174

Return

Return on Equity33.86%ROE
Return on Assets20.15%
Return on Invested Capital39.67%

Valuation & Multiples

P/E Ratio14.73P/E Ratio
PEG111.65PEG
Price to Sales2.51Price to Sales
Price to Book Ratio6.29Price to Book Ratio
Enterprise Value to Revenue2.59
Enterprise Value to EBIT12.03
Enterprise Value to Net Income15
Total Debt to Enterprise0.06
Debt to Equity0.33Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
April 23, 2026
EPS Estimate
$0.20
Average shareholder expectation
Revenue Estimate
$4.99 B
Average shareholder expectation

Next Earnings Call

Expected Date
July 16, 2026
EPS Estimate
$0.21
Average shareholder expectation
Revenue Estimate
$5.19 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio3.8845▲ 155.37%
Total Calls1,970,017▼ 41.72%
Total Puts7,652,613▼ 2.87%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %11.12%▼ 1.49%
Total Invested$6.17B▼ 33.31%
Investors Holding474▼ 8.00%

ESG Score

No data

About Infosys Ltd

CEO: Salil Parekh

Relevant Senate Committees

Finance

Controls taxation (impacting Infosys's global profitability), trade policy (affecting global operations), and influences major client sectors like healthcare and retail through policy.

Appropriations

Directly allocates federal spending across all agencies, determining funding for IT projects and significantly impacting government contractor order books for firms like Infosys.

Health, Education, Labor, and Pensions

Regulates significant client sectors (healthcare/biotech) and, crucially, labor laws that directly impact a global IT services firm's workforce and operational costs.

Judiciary

Oversees antitrust laws (affecting M&A in tech), intellectual property, and often immigration policies (critical for IT services workforce), all highly relevant to Infosys.

Armed Services

Directly oversees the Department of Defense, a significant client for IT and cybersecurity services, with its spending authorizations (NDAA) directly impacting revenue streams.

Banking, Housing, and Urban Affairs

Directly regulates the financial services industry, a major client sector for Infosys, impacting their need for IT solutions, regulatory compliance, and digital transformation.

Commerce, Science, and Transportation

Directly impacts 'Big Tech' through privacy, data, and telecommunications regulations, which are central to IT services operations and client solutions for Infosys.

Homeland Security and Governmental Affairs

Directly impacts federal contracting for IT services and consulting, and emerging AI regulations could significantly affect Infosys's offerings and government client base.