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Earnings transcript
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INFY
Infosys Limited
$12.5
-0.3
(-2.34%)
| Exchange: | NYSE |
| Market Cap: | 50.729B |
| Shares Outstanding: | 3.996B |
Delayed data
About The Company
| Sector: | TechnologyView sector performance | |||||
| Industry: | Information Technology ServicesView industry performance | |||||
| CEO: | Salil Satish Parekh | |||||
| Full Time Employees: | 328594 | |||||
| Address: |
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| 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.
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Revenue Segmentation
Revenue by type
Revenue by region
INFY full analysis
Hey everyone, welcome back to MarketSnap. It's easy to look at Infosys and see a stable, mature tech giant. It's harder to love the fact that the stock is down nearly thirty percent over the past year while the narrative is all about AI transformation. Today, we're stress-testing INFY with MarketSnap's valuation model—not the hype, just the math. So let's set the stage. Infosys is one of the largest IT services companies in the world, headquartered in Bengaluru, India, with…
Industry Peers
| TICKER | COMPANY | MKT CAP | P/E | FWD P/E | ROIC |
|---|---|---|---|---|---|
| INFY | Infosys Limited | 50.7B | 20.9 | 16.5 | 1,809.8% |
 FISV | Fiserv, Inc. | 33.4B | — | 8.7 | -4.8% |
 CTSH | Cognizant Technology Solutions Corpora… | 28.9B | 11.8 | 11.2 | 14.1% |
 BR | Broadridge Financial Solutions, Inc. | 21.5B | 20.9 | 19.9 | 13.7% |
 WIT | Wipro Limited | 21.4B | 15.5 | 15.9 | 10.5% |
 CDW | CDW Corporation | 19.6B | 18.2 | 14.3 | 11.0% |
EPS
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Earnings Call
AI summary
Key takeaways
Short, structured highlights from the call so you can focus on what matters.
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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 | 5,066,396 | 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 | Research Access | Research Access | Research Access | Research Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 23,155,746.304 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (High) | 24,190,724.370 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (Avg) | 23,587,353.555 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Low) | 5,385,323.193 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (High) | 5,671,869.101 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Avg) | 5,504,827.363 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Low) | 3,560,805.193 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (High) | 3,768,898.749 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Avg) | 3,647,590.755 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Low) | 2,113,274.759 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (High) | 2,207,730.494 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Avg) | 2,152,664.753 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Avg) | 0.910 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (High) | 0.940 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Low) | 0.890 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated Revenue) | 20 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated EPS) | 14 | Research Access | Research Access | Research Access | Research Access |
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Current Key Metrics
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Login — it's freeForward P/E Ratios
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Login — it's freeSWOT Analysis
Strengths (preview)
- No specific financial metrics, performance data, or company profile details provided to identify positive indicators such as revenue growth or profitability margins.
- Earnings call transcript summary unavailable, preventing extraction of any favorable results versus expectations.
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Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MarketSnap estimates INFY intrinsic value between $12.05 – $13.02 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
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
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Daily snapshot
-2.34
Trading Metrics:
| Open: | 12.53 | Previous Close: | 12.8 | |
| Day Low: | 12.37 | Day High: | 12.7 | |
| Year Low: | 10.12 | Year High: | 30 | |
| Price Avg 50: | 11.54 | Price Avg 200: | 12.7 | |
| Volume: | 18.188M | Average Volume: | 20.576M |
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