Archive · 24 Jul 2025
Infosys Q1 Performance: Steady Results and Revised Guidance
Infosys, a big tech company, did well in the last few months, making more money than expected.
They also said they will grow a bit more in the next year.
However, some experts think the company is being careful because things are uncertain in the world, like trade issues.
Some analysts say it's a good time to buy the company's stocks, while others suggest holding or staying neutral.
The experts have different opinions based on how they see the future and the company's ability to deal with challenges.
Infosys reported a strong Q1 performance, exceeding revenue and profit expectations.
The company increased its FY26 revenue growth guidance to 1–3%, up from 0–3%.
Analysts noted a cautious tone from Infosys, citing ongoing geopolitical uncertainties.
Nuvama Institutional Equities maintained a 'Buy' rating, citing solid growth and attractive valuations.
Various firms issued 'Buy', 'Hold', and 'Neutral' ratings, with revised target prices.
- Who
- Infosys, Motilal Oswal Financial Services (MOFSL), Nuvama Institutional Equities, and Nirmal Bang.
- What
- Infosys reported a strong Q1 performance, surpassing revenue and profit estimates, and raised its FY26 revenue guidance.
- When
- The report covers the June quarter and forecasts for FY26.
- Where
- N/A
- Why
- The company's performance is being evaluated amid economic uncertainties.
Positive Outlook
Cautious Outlook
Long-Term Growth Potential
Positive Outlook
Nuvama Institutional Equities remains bullish on the medium-to-long-term outlook.
Cautious Outlook
Nirmal Bang notes strong deal wins and AI initiatives.
Valuation and Investment Strategy
Positive Outlook
Nuvama maintains a 'Buy' rating, seeing attractive valuations at 21x FY27 PE.
Cautious Outlook
MOFSL values the stock at 24x FY27 EPS and maintains a ‘Neutral’ rating.
- FY26 Revenue Guidance
- 1-3%
- MOFSL Rating
- Neutral
- MOFSL Target Price
- Rs 1,750
- Nuvama Rating
- Buy
- Nuvama Target Price
- Rs 1,850
- Nirmal Bang Rating
- Hold
- Nirmal Bang Target
- ₹1,746