Added to YB: 2025-01-15
Pitch date: 2024-11-30
INFY [bearish]
Infosys Limited
+17.58%
current return
Author Info
No bio for this author
Company Info
Infosys Limited, together with its subsidiaries, provides consulting, technology, outsourcing, and digital services in North America, Europe, India, and internationally.
Market Cap
INR 71.5B
Pitch Price
INR 21.57
Price Target
15.00 (-16%)
Dividend
3.02%
EV/EBITDA
14.30
P/E
21.88
EV/Sales
3.43
Sector
IT Services
Category
N/A
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.
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