Full text
Earnings transcript
Read the complete earnings call transcript.
INFY
Infosys Limited
$10.77
0.2
(1.89%)
| Exchange: | NYSE |
| Market Cap: | 43.697B |
| Shares Outstanding: | 3.928B |
Delayed data
About The Company
| Sector: | Technology | |||||
| Industry: | Information Technology Services | |||||
| CEO: | Salil Satish Parekh | |||||
| Full Time Employees: | 300000 | |||||
| Address: |
| |||||
| Website: | https://www.infosys.com |
Infosys Limited, through its global network of subsidiaries, delivers an extensive portfolio of consulting, technology, outsourcing, and next-generation digital services spanning North America, Europe, India, and other international markets. The company’s diverse offerings encompass a broad spectrum of digital capabilities, including marketing, workplace modernization, e-commerce, customer experience enhancement, and exploration into the metaverse. It provides expertise in data analytics, both applied and generative artificial intelligence, sustainability initiatives, blockchain, engineering, and the Internet of Things. Further services cover enterprise agile DevOps, application modernization, cloud computing, digital process automation, and optimization of digital supply chains. Infosys also specializes in Microsoft business applications, cloud business integration, service experience transformation, energy transition, robust cybersecurity, and quality engineering. The firm adeptly implements and manages major enterprise systems such as Oracle, SAP, and Salesforce, and develops API economy and microservices architectures. A cornerstone of its innovation is Topaz, an AI-first suite of services, solutions, and platforms powered by generative AI technologies. Beyond services, Infosys develops and offers proprietary products and platforms. These include Finacle, a prominent core banking solution; the Edge suite of products; and specialized digital platforms like Panaya, Infosys Equinox, Infosys Helix, Infosys Applied AI, Infosys Cortex, and Stater. The company also provides Infosys McCamish, an insurance-specific platform. Infosys serves a wide array of sectors globally, including aerospace and defense, agriculture, automotive, chemical manufacturing, communications, consumer packaged goods, education, engineering, healthcare, high technology, industrial manufacturing, information services, insurance, life sciences, logistics, media and entertainment, mining, oil and gas, private equity, professional services, public sector, retail, travel and hospitality, and utilities. Established in 1981, the company operated as Infosys Technologies Limited until its name was officially changed to Infosys Limited in June 2011. Its corporate headquarters are located in Bengaluru, India.
Click to read more…
Revenue Segmentation
EPS
Historical EPS and analyst estimates in one chart. Log in for the full interactive view and links to detailed estimates.
Earnings Call
AI summary
Key takeaways
Short, structured highlights from the call so you can focus on what matters.
Log in to continue
Log in to read the full transcript and AI-generated earnings summaries.
Login — it's freeIncome Statement
| Year | 2024 | 2025 | 2026 |
|---|---|---|---|
| Revenue | 18,562,000 | 19,277,000 | 20,158,000 |
| Gross Profit | 5,587,000 | 5,872,000 | 6,079,000 |
| EBITDA | 4,967,000 | 5,066,549 | 5,105,000 |
| Operating Income | 3,834,000 | 4,071,000 | 4,085,000 |
| Net Income | 3,167,000 | 3,159,556 | 3,313,000 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2024 | 2025 | 2026 |
|---|---|---|---|
| Total Assets | 16,523,000 | 17,421,159 | 16,446,000 |
| Total Liabilities | 5,918,000 | 6,165,726 | 6,606,000 |
| Total Stockholders Equity | 10,559,000 | 11,210,389 | 9,786,000 |
| Total Debt | 1,002,000 | 962,532 | 967,000 |
| Cash and Cash Equivalents | 1,773,000 | 3,206,177 | 2,341,000 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2024 | 2025 | 2026 |
|---|---|---|---|
| Operating Cash Flow | 3,148,000 | 4,463,096 | 4,039,000 |
| Capital Expenditure | -266,000 | -264,588 | -306,000 |
| Free Cash Flow | 2,882,000 | 4,198,508 | 3,733,000 |
| Net Income | 3,167,000 | 3,159,556 | 3,316,000 |
| Net Change in Cash | 292,000 | 1,129,381 | -520,000 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2030 | Full Access | Full Access | Full Access | Full Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 23,665,705.584 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (High) | 25,852,171.064 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (Avg) | 24,837,732.744 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Low) | 6,246,834.921 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (High) | 6,823,977.608 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Avg) | 6,556,204.957 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Low) | 3,708,884.056 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (High) | 4,161,071.993 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Avg) | 3,951,260.307 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Low) | 2,159,815.435 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (High) | 2,359,359.956 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Avg) | 2,266,778.751 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Avg) | 0.990 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (High) | 1.040 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Low) | 0.930 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated Revenue) | 9 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated EPS) | 6 | Full Access | Full Access | Full Access | Full Access |
Log in to continue
Log in and subscribe to Full Access to see up to 5 years of analyst estimates.
Login — it's free(* All numbers are in thousands)
Current Key Metrics
Log in to continue
Log in to see all key valuation metrics and ratios for this symbol.
Login — it's freeForward P/E Ratios
Log in to continue
Log in with Full Access for forward P/E high/low estimates and the full multi-year table.
Login — it's freeSWOT Analysis
Strengths (preview)
- Consistent Revenue Growth: Infosys reported a sequential revenue growth of 0.6% and a year-on-year increase of 1.7% in the latest earnings call (Q3 2026), reflecting resilience in a competitive IT services sector. This growth aligns with strategic focus areas like AI and large deal wins, as highlighted in the earnings transcript.
- Strong Financial Position: Key metrics from the balance sheet indicate robust cash and cash equivalents alongside healthy total stockholders' equity, providing financial flexibility for innovation and capital expenditure. The low debt-to-equity ratio (TTM) further underscores a solid balance sheet with minimal leverage risk.
- Operational Efficiency: High gross profit margin (TTM) and net profit margin (TTM) demonstrate effective cost management and profitability, positioning Infosys favorably against industry peers. Additionally, positive free cash flow (TTM) supports reinvestment and dividend payouts.
Log in with Full Access for Weaknesses, Opportunities, Threats, and the complete SWOT.
At what price to buy it? -
Intrinsic Value Calculator
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
[intrinsic_calculator]
Common questions about INFY valuation
Is Infosys Limited (INFY) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for Infosys Limited (INFY) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is INFY a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether INFY trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is INFY’s P/E ratio?
You can see INFY’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for INFY?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is INFY a good long-term investment?
Whether INFY fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
INFY
1-day price chart preview. Log in for 1W through 5Y ranges and period tabs.
Daily snapshot
1.89
Trading Metrics:
| Open: | 10.9 | Previous Close: | 10.57 | |
| Day Low: | 10.59 | Day High: | 11.05 | |
| Year Low: | 10.46 | Year High: | 30 | |
| Price Avg 50: | 12.66 | Price Avg 200: | 15.51 | |
| Volume: | 33.473M | Average Volume: | 18.596M |
Log in to continue
Log in for multi-period charts (1W–5Y), period tabs, and the same layout as members.
Login — it's freeINFY full analysis
YouTube Video Transcript: Comprehensive Stock Analysis of Infosys (INFY) --- Hey everyone, welcome back to the channel! I’m thrilled to dive into another deep-dive stock analysis with you today. If you’re passionate about investing and want to uncover the real story behind some of the biggest names in the market, you’re in the right place. Today, we’re breaking down Infosys Limited, ticker symbol INFY, one of the heavyweights in the global IT services space. We’re going to cover everything—company background,…
