Salil Parekh, chief executive of Infosys, said the Indian technology outsourcing firm has lowered the risk it faces from any potential curbs to U.S. work permits.
Infosys expects the way the tech industry manages talent to shift and has already begun experimenting with how this transformation will occur, its chief technology officer said in an interview Davos, Switzerland.
Infosys, a major IT services player, has seen a 29.24% return since October 2023 but recently dropped 10% due to a bleak Q4 2025 outlook. Despite strong financials and a solid balance sheet, Infosys faces slower top-line growth, fewer large deals, and rising costs, impacting its attractiveness. Compared to peers, Infosys appears overvalued with a high FWD P/E ratio of 28.92 and a TTM price-to-book ratio of 8.55.
I reiterate a buy rating for Infosys Ltd. (INFY) due to improving demand, attractive entry point, and long-term growth potential. INFY's latest earnings show revenue growth of 1.7% q/q and 6.1% y/y, with a net profit increase of ~11.5% y/y. INFY's AI-driven large deal momentum and industry recovery signal strong growth potential, despite conservative 4Q25 guidance.
Infosys' Q3 results reflect growth across segments and regions on the back of its key strategic initiatives, strong position and unique offerings.
Shares of India's No. 2 software services exporter Infosys fell nearly 6% on Friday and were set for their biggest one-day decline since July 2023, as analysts raised concerns about the quality of earnings following its third-quarter report.
The headline numbers for Infosys (INFY) give insight into how the company performed in the quarter ended December 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Infosys Limited (NYSE:INFY ) Q3 2025 Earnings Conference Call January 16, 2025 8:00 AM ET Company Participants Sandeep Mahindroo - Head of IR Salil Parekh - CEO and Managing Director Jayesh Sanghrajka - CFO Conference Call Participants Ankur Rudra - JPMorgan Yogesh Agarwal - HSBC Securities Bryan Bergin - TD Cowen Rishi Jhunjhunwala - India Infoline Jonathan Lee - Guggenheim Partners Surendra Goyal - Citigroup Vibhor Singhal - Nuvama Institutional Equities Ashwin Mehta - Ambit Capital Jamie Friedman - Susquehanna International Group Sandeep Shah - Equirus Securities Sumeet Jain - CLSA India Keith Bachman - BMO Capital Abhinav Ganeshan - SBI Pension Funds Operator Ladies and gentlemen, good day, and welcome to Infosys Limited Q3 FY '25 Earnings Conference Call. [Operator Instructions] Please note that this conference is being recorded.
Shares in Infosys (NASDAQ:INFY) fell 5.8% in New York on Thursday after the IT consultancy multinational turned in fiscal third-quarter results that showed slower sales growth but a slight improvement in margins. The India-headquartered giant, among the top 150 companies on the NYSE, revealed US$4.9 billion of revenue for the the three months to December, up 1.7% on the preceding quarter and 6.1% compared to a year earlier.
Indian outsourcing giant Infosys on Thursday raised its sales outlook for the third time this year as the company said clients were increasingly adopting its artificial-intelligence services.
India's Infosys filed a counterclaim against rival Cognizant in a Texas federal court on Thursday, accusing the U.S.-based firm of engaging in anti-competitive practices and poaching key executives.
Infosys demonstrates strong financial performance with a 3.73% YoY sales increase and a 24.31% YoY rise in free cash flow, driven by cloud and AI platforms. Despite slight underperformance compared to industry benchmarks, Infosys' robust balance sheet and highest profit margin among peers justify its premium valuation. Analysts project a 7.17% price increase, driven by growth in AI and cloud services, though emerging market risks and AI execution remain concerns.