Why did Infosys (INFY) stock move recently?

On 7/29/2026, Infosys moved +4.5% — Infosys rose as part of a broad rally in Indian IT stocks for a second straight day, driven by strong performance in US software stocks and a selloff in semiconductor/AI-linked names amid concerns over Big Tech capex. This is MarketChacha's decoded reason from filings and credible news; it is education, not buy/sell advice.

Is Infosys (INFY) overvalued or fairly valued?

MarketChacha shows Infosys's valuation in context — a forward P/E of about 14.3, a price-to-book of about 4.9 — alongside its revenue and profit growth and whether reported profit converts into operating cash, so you can judge value for yourself. MarketChacha does not issue ratings, price targets, or buy/sell advice.

What is Infosys's revenue?

Infosys reported revenue of ₹1,48,819 Cr for FY2026, with net profit of ₹29,211 Cr, per official filings.

What is the share price of Infosys (INFY)?

Infosys last traded at ₹1,155.60 (+4.5% on the day), as of 7/29/2026 — a delayed quote shown for education, not investment advice.

Infosys

INFY · NSE · IT Services · India

Snapshot

TickerINFY

ExchangeNSE

SectorIT Services

IndustryInformation Technology Services

CountryIndia

Employees3,28,062

HeadquartersBengaluru, India

Websitewww.infosys.com

Filings tracked19

About Infosys

Infosys Limited provides consulting, technology, outsourcing, and digital services worldwide. The company offers insight services, such as applied and generative AI, sustainability services, and Infosys Topaz, an AI-first set of services, solutions, and platforms; blockchain, Internet of Things, and engineering services; cybersecurity and quality engineering services; and enterprise agile DevOps, API economy and microservices, application modernization, and digital process automation. It also provides digital supply chain, Microsoft business application services, Microsoft cloud business, Oracle, SAP, service experience transformation, Salesforce, energy transition, network transformation services, infrastructure services, global capability center, and Infosys Cobalt, a suite of services, solutions, and platforms. In addition, the company offers experience services, including digital marketing, digital commerce, digital interactions, digital workplace services, digital experience, metaverse, and Infosys Aster, a marketing suite; and EdgeVerve, Infosys Finacle, Infosys Live Enterprise Suite, Infosys Cortex, Infosys Meridian, Panaya, Infosys Equinox, Infosys Topaz Fabric, Infosys Wingspan, Infosys Helix, and Infosys Polycloud platforms. It serves aerospace and defense, agriculture, automotive, chemical manufacturing, communication services, consumer packaged goods, education, engineering procurement and construction, financial services, oil and gas, private equity, professional services, public sector, healthcare, high technology, industrial manufacturing, information services and publishing, insurance, life sciences, logistics and distribution, media, entertainment, mining, retail, semiconductor, travel and hospitality, utilities, and waste management industries. The company was formerly known as Infosys Technologies Limited and changed its name to Infosys Limited in June 2011. Infosys Limited was incorporated in 1981 and is headquartered in Bengaluru, India.

Who owns it

Promoters16.4%
Institutions51.5%
Public & other32.1%

358 institutional holders

Ownership breakdown from public market data. Promoter pledge is not included here — that comes from exchange shareholding filings.

Forensic scorecard

No major accounting red flags in the fundamentals we have — profit is backed by cash and returns look healthy.

Net margin trend16.4% → 19.6%

Margin has expanded by about 3.2 points — the business is getting more profitable.

Growth qualityrev 0% · PAT 7%

Profit growth is broadly tracking revenue growth — the earnings trend looks operational rather than one-off.

Computed by MarketChacha from reported figures (BSE (official results filing)). Education, not a rating or recommendation.

What's expected next

Next quarter

Rev ₹49,185 Cr · EPS 19.35

Est. earnings growth +4.6%

Next fiscal year

Rev ₹2,02,172 Cr · EPS 79.94

Est. earnings growth +4.6%

Analyst consensus estimates — not the company's own guidance.

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P/E ROE ROCE Margins Market cap

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Financials at a glance

Source: BSE (official results filing)

Annual

Quarterly · last 5

Revenue (FY2026)

₹1,48,819 Cr

Net margin

19.6%

Revenue CAGR (3y)

+0.5%

Profit CAGR (3y)

+6.6%

EPS (FY2026)

70.87

Net profit (FY2026)

₹29,211 Cr

Ask MarketChacha about INFY

Get a cited, plain-English answer — the “why”, not just data. Finance research only, never buy/sell advice.

Why it moved

Jul 29, 2026
Infosys rose as part of a broad rally in Indian IT stocks for a second straight day, driven by strong performance in US software stocks and a selloff in semiconductor/AI-linked names amid concerns over Big Tech capex.
source 1 ↗source 2 ↗· confidence: high
Jul 27, 2026
Infosys rose with the broader Nifty IT pack on easing US Fed rate-hike fears boosting tech stocks, plus Jefferies adding the stock to its model portfolio and turning neutral on the sector.
source 1 ↗source 2 ↗source 3 ↗· confidence: high
Jul 13, 2026
Infosys gained as part of a broad IT sector rally, with TCS rising sharply on an expanded ABB deal and Nifty IT surging.
source 1 ↗source 2 ↗source 3 ↗· confidence: high
Jul 2, 2026
Infosys rose as part of a broad Nifty IT sector rebound of over 4% that snapped a four-day losing streak, with the company among the leaders alongside TCS and Tech Mahindra amid mixed global tech cues.
source 1 ↗source 2 ↗source 3 ↗· confidence: high
Jun 30, 2026
Infosys declined with the broader Nifty IT index, which fell over 2% to a 52-week low, as higher US interest rate concerns and persistent inflation weighed on IT sector sentiment and client spending outlook.
source 1 ↗source 2 ↗· confidence: high
Jun 23, 2026
Infosys fell with the broader Nifty IT index amid a sell-off in global tech stocks and weak cues from US peers like Accenture.
source 1 ↗source 2 ↗source 3 ↗· confidence: high
Jun 19, 2026
Infosys shares fell sharply after Accenture cut its FY26 revenue growth outlook and missed estimates, sparking a broad sell-off across Indian IT stocks with Nifty IT down 6%.
source 1 ↗source 2 ↗· confidence: high

Daily moves with the verified reason behind them. Education only — not investment advice.

On MarketChacha

Posts about INFY

Financials

Yearly

Period	Revenue	Net profit	EPS	Net margin
FY2026	₹1,48,819 Cr	₹29,211 Cr	70.87	19.6%
FY2025	₹1,62,990 Cr	₹26,713 Cr	—	16.4%
FY2024	₹1,53,670 Cr	₹26,233 Cr	—	17.1%
FY2023	₹1,46,767 Cr	₹24,095 Cr	—	16.4%

Quarterly

Period	Revenue	Net profit	EPS	Net margin
2026Q2	₹48,211 Cr	₹7,769 Cr	—	16.1%
2026Q1	₹38,641 Cr	₹7,975 Cr	19.67	20.6%
2025Q4	₹37,996 Cr	₹7,363 Cr	17.85	19.4%
2025Q3	₹44,490 Cr	₹7,364 Cr	—	16.6%
2025Q2	₹42,279 Cr	₹6,921 Cr	—	16.4%

Figures as reported, in ₹ (crore). Source: BSE (official results filing).

Filings & announcements

2026

Earnings Call Transcript
Enclosed
BSE7/28/2026
Infosys Powers NTN Corporation''s Digital Growth With Seamless SAP Commerce Cloud Adoption
Enclosed
BSE7/28/2026
Disclosure Under Regulation 30 Of SEBI LODR Regulations
Enclosed
BSE7/25/2026
Report Of Auditors On Financial Statements For The Quarter Ended June 30, 2026 With UDIN
Enclosed
BSE7/23/2026
Board Meeting Outcome for Outcome Of The Board Meeting For The Quarter Ended June 30, 2026
Please find enclosed the Outcome of Board Meeting for the quarter ended June 30, 2026
BSE7/23/2026
Hon'Ble Prime Minister Of India Shri Narendra Modi Inaugurates Advanced Mother And Child Centre At PGIMER, Chandigarh, Supported By Infosys Foundation
Enclosed
BSE7/22/2026
Disclosure Under Regulation 30 Of SEBI LODR Regulations
Enclosed
BSE7/21/2026
Investor Conference
Enclosed
BSE7/14/2026
Sterling Bank Of Asia Selects Infosys Finacle Software-As-A-Service For It'S Next-Gen Transformation
Enclosed
BSE6/25/2026
Shareholder Meeting / Postal Ballot-Scrutinizer''s Report
Enclosed
BSE6/24/2026material
Infosys, ANA'S Global CMO Growth Council, And LIONS Unveil The CMO AI Hub
Enclosed
BSE6/24/2026
Shareholder Meeting / Postal Ballot-Outcome of AGM
Summary of the proceedings of the 45th Annual General Meeting held on Tuesday, June 23, 2026 is enclosed.
BSE6/23/2026material
Allotment of ESOP / ESPS
Allotment of equity shares towards exercise of ESOPs
BSE6/22/2026
Infosys Collaborates With Valmet To Reimagine IT Operations With AI Accelerated Transformation
Enclosed
BSE6/16/2026
Form 20-F And Press Release
Please find enclosed the Form 20F and Press Release.
BSE6/15/2026
Board Meeting Intimation for Notice Of Board Meeting
Infosys Ltdhas informed BSE that the meeting of the Board of Directors of the Company is scheduled on 23/07/2026 ,inter alia, to consider and approve 1. Approve and take on record the audited ....
BSE6/15/2026material
Infosys Collaborates With CMMI Institute To Shape Enterprise AI Maturity Framework; Achieves Milestone Recognition
Enclosed
BSE6/11/2026
Acquisition
Outcome of Board meeting is enclosed
BSE3/25/2026material
Disclosure Under Regulation 30 Of SEBI LODR Regulations
Enclosed
BSE3/19/2026

In the news

Education and discussion only — not investment advice. Financials from official filings (SEC/BSE) and reported company statements; market figures (delayed market data) are delayed and shown for reference only. Verify with the linked sources before acting.