Archive · 24 Jul 2026
Infosys Cuts FY27 Revenue Guidance, Brokerages Adjust Targets
Infosys, a big tech company, recently announced that it expects to grow less than it thought before.
This news made some experts lower their predictions for how much the company's stock is worth.
Some experts still think the stock is a good buy, while others think it's better to sell.
The company also announced that its current CEO will be replaced next year.
The changes are due to a tough economy and new technologies that are making things more competitive.
Infosys revised its FY27 revenue growth guidance down to 1.5% to 3% YoY in constant currency terms.
Brokerages like JPMorgan, Citi, and UBS lowered their price targets for Infosys stock.
Some brokerages maintain 'Buy' ratings, while others recommend 'Sell' or 'Reduce'.
Infosys announced Ashiss Kumar Dash as the new CEO, effective April 1, 2027.
The company's June quarter results showed muted revenue growth due to macroeconomic uncertainty and AI-led productivity pressures.
- Who
- Infosys Ltd, Brokerages (JPMorgan, Citi, UBS, Goldman Sachs, Jefferies, etc.)
- What
- Infosys cuts FY27 revenue growth guidance, brokerages adjust stock price targets
- When
- June quarter results and revised FY27 guidance
- Where
- Global market, with specific impact on Infosys stock
- Why
- Volatile business environment, macroeconomic challenges, and AI-led productivity pressures
Bullish View
Bearish View
Stock Prospects
Bullish View
Some brokerages like Investec and UBS maintain 'Buy' ratings, citing long-term growth potential and attractive valuation.
Bearish View
Domestic brokerages like Nirmal Bang and Ambit Capital recommend 'Sell' or 'Reduce' ratings, citing weak growth trajectory and macroeconomic challenges.
Revenue Growth
Bullish View
Centrum Broking highlights strong deal execution and AI adoption as long-term growth drivers.
Bearish View
Nomura notes lower-than-expected revenue growth and pricing pressures due to AI-led productivity deflation.
- Revenue Growth Guidance (FY27)
- 1.5% to 3% YoY in CC terms (revised down from 1.3% to 3.3%)
- EBIT Margin (June Quarter)
- 21.1%
- CEO Transition
- Ashiss Kumar Dash to succeed Salil Parekh as CEO on April 1, 2027
- Large Deal TCV (June Quarter)
- $3.6 billion (61% net new)
- Stock Price Target Range
- Rs 968 to Rs 1,610