Infosys Ltd ADR

INFY: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Infosys Earnings: Banks Are Recovering, Depositing More Into IT Projects; Maintain $17 Fair Value

Julie Bhusal Sharma

Oct 17, 2024

Narrow-moat Infosys’ fiscal 2025 second-quarter results were mixed, with revenue slightly under and earnings per share right in line with our forecast. We were pleased that the firm moderately raised its revenue outlook for the year, as it is seeing its bank clients loosen their wallets and dip back into more discretionary projects. We are maintaining our $17 fair value estimate. We continue to think Infosys’ moat sources are secure, but the shares appear overvalued as we remain cautious of long-term wage inflation that will moderate margin expansion.

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Infosys Ltd ADR

Infosys Earnings: Banks Are Recovering, Depositing More Into IT Projects; Maintain $17 Fair Value

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