Infosys Ltd
NSE: INFY BSE: 500209IT / Software
Infosys Ltd provides consulting, technology, outsourcing and next-generation digital services to enable clients to execute strategies for their digital transformation.[1] It is the 2nd largest Information Technology company in India behind TCS.[2]
₹1,141
52W: ₹1089 — ₹1728
PE 15.4 · Book ₹199 · +473% vs bookMarket Cap₹4,62,706 Cr
Stock P/E15.4Price to Earnings
ROCE45.6%Return on Capital
ROE35.7%Return on Equity
Div. Yield4.21%Face Value ₹5
Strengths
- +Company is almost debt free.
- +Stock is providing a good dividend yield of 4.24%.
- +Company has a good return on equity (ROE) track record: 3 Years ROE 34.1%
- +Company has been maintaining a healthy dividend payout of 68.8%
Weaknesses
- −The company has delivered a poor sales growth of 11.6% over past five years.
- −Promoter holding is low: 14.4%
Shareholding Pattern
Promoters14.38%
FIIs28.45%
DIIs43.19%
Public13.54%
| Category | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|
| Promoters | 14.61% | 14.43%▼0.2 | 14.43% | 14.6%▲0.2 | 14.61%▲0.0 | 14.3%▼0.3 | 14.52%▲0.2 | 14.38%▼0.1 |
| FIIs | 32.74% | 33.28%▲0.5 | 33.3%▲0.0 | 32.89%▼0.4 | 31.92%▼1.0 | 30.08%▼1.8 | 30.27%▲0.2 | 28.45%▼1.8 |
| DIIs | 37.28% | 37.81%▲0.5 | 38.19%▲0.4 | 38.32%▲0.1 | 39.39%▲1.1 | 41.46%▲2.1 | 41.08%▼0.4 | 43.19%▲2.1 |
| Public | 14.91% | 14.01%▼0.9 | 13.62%▼0.4 | 13.72%▲0.1 | 13.62%▼0.1 | 13.7%▲0.1 | 13.69%▼0.0 | 13.54%▼0.2 |
Financial Statements
| Metric | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Sales | 32,491 | 32,001 | 33,283 | 34,257 | 34,915 | 34,136 | 35,275 | 36,907 | 37,996 | 38,641 |
| Expenses | 24,377 | 24,286 | 25,119 | 25,856 | 26,361 | 25,757 | 26,829 | 28,059 | 28,826 | 29,093 |
| Operating Profit | 8,114 | 7,715 | 8,164 | 8,401 | 8,554 | 8,379 | 8,446 | 8,848 | 9,170 | 9,548 |
| OPM % | 25% | 24% | 25% | 25% | 24% | 25% | 24% | 24% | 24% | 25% |
| Net Profit | 6,552 | 8,480 | 5,768 | 6,813 | 6,358 | 6,628 | 6,114 | 7,759 | 7,363 | 7,975 |
| EPS ₹ | 15.79 | 20.43 | 13.89 | 16.41 | 15.31 | 15.96 | 14.72 | 18.68 | 18.16 | 19.66 |
AI Insights
Revenue Trend
Mar 2026 revenue at ₹1,48,819Cr, up 9% YoY. OPM at 24%.
Debt Position
Borrowings at ₹3,749Cr. Debt-to-equity ratio: 0.05x. Healthy balance sheet.
Capex Cycle
CWIP at ₹512Cr (4% of fixed assets). Moderate ongoing capital expenditure.
Institutional Flow
DIIs: 43.19% (+8.61pp change). FIIs: 28.45% (-4.99pp change). Promoters hold 14.38%.
Margin & Efficiency
ROCE improving from 36% (Mar 2015) to 46% (Mar 2026). Working capital days: 49.
Valuation
PE 15.4x with 45.6% ROCE. Price is 473% above book value of ₹199. Dividend yield: 4.21%.
Recent Announcements
- Investor Conference 2d - Infosys management to hold an NDR in Los Angeles on May 21, 2026.
- Receipt Of No-Objection Letter For Re-Classification Of Certain Members Of The Promoter And Promoter Group Under Regulation 31A Read With Regulation 30 Of The SEBI (LODR) Regulations, 2015 11 May - BSE and NSE grant no-objection for reclassifying Shreyas Shibulal and Bhairavi Shibulal as public shareholders.
- Investor Conference 7 May - Infosys will participate in a group investor meeting in New York on May 12, 2026.
- Investor Conference 5 May - Infosys management will attend NDRs and conferences across Miami, Toronto, New York, Montreal, San Francisco, Hong Kong and Singapore from May 11-20, 2026.
- Infosys Completes Acquisition Of Leading Healthcare Digital Transformation Company, Optimum Healthcare IT 5 May - Infosys completed acquisition of Optimum Healthcare IT on May 5, 2026.
- Financial Year 2025 from bse
- Financial Year 2024 from bse
- Financial Year 2023 from bse