Archive · 24 Jul 2025
Infosys Reports Strong Q1 Results, Jefferies Recommends 'Buy'
Infosys, a big tech company, had a good start to the year!
They made more money than expected, about 2.6% more, and got a lot of new business deals worth $3.8 billion.
Because of this success, they said they expect their sales to grow more this year.
Even though their profits went down a little, they still expect to make a good amount of profit overall.
One financial company, Jefferies, is recommending that people buy stock in Infosys because they think the company will do well in the future.
Infosys' Q1 FY26 results exceeded expectations, with a 2.6% sequential revenue growth in constant currency.
The company secured large deal bookings of $3.8 billion, with over 50% being net new deals.
Infosys raised its lower-end revenue growth guidance for FY26 to 1-3%.
Operating margins for the quarter were at 20.8%, down 15 bps QoQ.
Jefferies maintained a 'Buy' rating on Infosys stock with a target price of Rs 1,660.
- Who
- Infosys
- What
- Infosys reported strong Q1 results, with increased revenue and raised growth guidance.
- When
- Q1 FY26
- Where
- N/A
- Why
- Infosys's performance led Jefferies to maintain a 'Buy' rating.
Jefferies Analysis
Infosys Performance
Financial Performance
Jefferies Analysis
Positive financial results
Infosys Performance
Mixed view due to margin decrease
- Revenue Growth (Q1 FY26)
- 8% YoY
- Net Profit (Q1 FY26)
- Rs 6,921 crore
- Deal Bookings
- $3.8 billion
- Net New Deals
- Over 50%
- FY26 Revenue Growth Guidance
- 1-3%
- Operating Margin (Q1 FY26)
- 20.8%
- Jefferies Rating
- Buy
- Jefferies Target Price
- Rs 1,660