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Added to YB: 2026-02-13

Pitch date: 2026-02-08

INFY [neutral]

Infosys Limited

-22.4%

current return

Author Info

No bio for this author

Company Info

Infosys Limited provides consulting, technology, outsourcing, and digital services worldwide. It provides digital marketing and digital workplace, digital commerce, digital experience and interactions, and metaverse; data analytics and AI, applied AI, generative AI, and sustainability; blockchain, engineering, and Internet of Things; enterprise agile DevOps, API economy and microservices, application modernization, cloud, digital process automation, digital supply chain, Microsoft business application and cloud business, service experience transformation, energy transition, Network Transformation Services, Infrastructure Services cyber security, and quality engineering solutions; Oracle, SAP, and Saleforce solutions; Topaz, an AI-first set of services, solutions, and platforms using generative AI technologies; and Aster, a set of AI-amplified marketing services, solutions, and platforms.

Market Cap

N/A

Pitch Price

INR 1.5K

Price Target

N/A

Dividend

4.18%

EV/EBITDA

10.20

P/E

N/A

EV/Sales

N/A

Sector

IT Services

Category

growth

Show full summary:
SGA International Growth Portfolio Holding: Infosys Limited

INFY (trimmed position): Top contributor w/ resilient recurring revs, industry-leading margins, strong FCF. Won NHS workforce mgmt contract. Recent weakness on India softening, tariff fears, AI disruption concerns. However, enterprise AI deployment complex—needs governance, data integrity, compliance where IT services excel. Trimmed on valuation.

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