Workspace overview

Infosys Limited

Infosys Limited is India's second-largest IT services company, providing digital transformation, cloud, AI, consulting, engineering, cybersecurity, BPM and enterprise software solutions to clients across more than 50 countries.

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Market Cap

₹4.24 L Cr

Revenue (FY)

₹1.79 L Cr

EBIT Margin

21.0%

Net Cash

₹16,180 Cr

CMP

₹1,047

Intrinsic Value

₹1,281

Current recommendation

HOLD₹1,126intrinsic value

Market ₹1,047 · Margin of safety 7.0%

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Enterprise Value

₹4.39 L Cr

Equity Value

₹4.56 L Cr

Y5 Revenue

₹2.51 L Cr

Analyst Insight

Best-in-class Indian IT franchise at a ~22% discount to intrinsic value

The story: Infosys is a leading Indian IT services company providing digital transformation, cloud, AI and consulting solutions globally, capitalizing on enterprise digital transformation, cloud adoption and Generative AI (Journal: Business Overview, Industry Analysis).
The numbers: base-case DCF assumes 7% revenue growth and 21% EBIT margin on a ₹1,78,650 cr revenue base, aligning with the high-single-digit growth outlook for global IT services (Analysis Lab DCF; Journal: Industry Analysis).
The value: the market price of ₹1,047.2 implies a more conservative narrative than the analyst's intrinsic value of ~₹1,281 per share — a ~22% margin of safety on the base case, with the bull scenario pointing to ₹1,864.

Research Journal

9 completed sections — business, competitive edge, risks, thesis.

Documents

3 filings indexed · 114 chunks embedded.

Research Copilot

Six cached Q&A pairs with page-level citations.

DCF Lab

Live sandbox — adjust growth, margin, WACC, terminal growth.

Reports

Investment memo, executive summary, risk matrix.

Recent activity

Infosys — Company Snapshot
reports · 7/5/2026
Infosys — DCF Report
reports · 7/5/2026
Infosys — Equity Research Report
reports · 7/5/2026
Infosys — Investment Memo
reports · 7/5/2026

Versions

Research history · v1

Version	Title	Rec.	Target	Date
V1	Base Research — Infosys FY25 Initiation	BUY	₹1,281	7/2/2026