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Added to YB: 2025-01-15

Pitch date: 2024-11-30

INFY [bearish]

Infosys Limited

+41.41%

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 21.57

Price Target

15.00 (+19%)

Dividend

4.18%

EV/EBITDA

10.20

P/E

N/A

EV/Sales

N/A

Sector

IT Services

Category

N/A

Show full summary:
Infosys Limited - $INFY

INFY short: IT outsourcing faces COVID hangover, GenAI disruption. Revenue slowing to LSD. AI efficiencies (32.5%) threaten app dev (33% rev). $21.4B FY27 rev vs $23.3B street. 28% GM vs 22% street. $0.76 FY27 EPS vs $0.96 street. 20x P/E implies $15 PT (32% downside). Risks: inflated expectations, cyclical/secular issues, GenAI threat, high multiple.

Read full article (7 min)