Professional
Added to YB: 2026-02-13
Pitch date: 2026-02-08
INFY [neutral]
Infosys Limited
-9.96%
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, Switzerland, and internationally.
Market Cap
INR 60.8B
Pitch Price
INR 1.5K
Price Target
N/A
Dividend
3.37%
EV/EBITDA
12.83
P/E
19.41
EV/Sales
2.97
Sector
IT Services
Category
growth
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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