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Infosys Limited
NSE: INFYLarge CapComputers - Software & Consulting
Current Price
₹1,196.8
As of 20 May 2026
Market Cap
₹4.63L Cr
As of 20 May 2026
Report updated: 2026-05-15
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Infosys Limited
NSE: INFY· Computers - Software & Consulting· Large Cap
India's #2 IT services exporter at decade-low P/E 15x — $20bn+ revenue, CRISIL AAA/A1+, ~Rs.40,000 Cr net cash, ROE ~32%, and ~85% of FCF returned via buyback and dividends. FY27 guide of just 1.5-3.5% CC vs FY26 large-deal TCV of $14.9bn (+24% YoY) is the bear case priced in.
Rs.1,125
Share price (May 2026)
P/E ~15x — bear case priced
Rs.7,50,000 Cr
Market cap (Large Cap)
$20bn+
FY26 revenue (+3.1% CC)
4 guidance raises through the year
21%
FY26 op margin (adj)
Project Maximus added +30 bps/qtr; FY27 guide 20-22%
$14.9bn
FY26 large-deal TCV
+24% YoY, 55% net new
~14.6%
Promoter holding
Murthy + Nilekani families; no pledge
Stock Funda Summary
- India's #2 IT services exporter — $20bn+ revenue, CRISIL AAA/A1+ credit, net cash Rs.40,000+ Cr, ROE ~32%, ~85% FCF returned via buyback + dividends.
- The Q4 FY27 guide of just 1.5-3.5% CC growth is the bear case.
- At Rs.1,125 / 15x P/E, the stock is pricing the bear; the bull case is $14.9bn TCV (+24% YoY) actually converting.