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Name: Latest research reports of Infosys Ltd. authored by Motilal Oswal and published by - Trendlyne research reports.
Item: Infosys Ltd.
Rating: 3
Author: Motilal Oswal

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Infosys Ltd.

17 Oct 2025

1558.60

-0.10%

Still not out of the woods

Neutral: Infosys Ltd.

Target

Motilal Oswal

Infosys (INFO) reported 2QFY26 revenue of USD5.0b, up 2.2% QoQ in CC/2.9% YoY in CC vs. our estimate of 2.4% QoQ in CC. EBIT margin stood at 21.0% vs. our estimate of 21.2%.

Infosys Ltd. has an average target of 1639.18 from 11 brokers.

LTIMindtree Ltd.

17 Oct 2025

6132.50

0.59%

Kick-starting progress

Buy: LTIMindtree Ltd.

Target

Motilal Oswal

LTIMindtree (LTIM) reported revenue of USD1.1b in 2QFY26, up 2.4% QoQ CC, above our estimate of 2.0% QoQ CC growth. EBIT margin at 15.9% was above our estimate of 14.9%.

LTIMindtree has gained 20.98% in the last 6 Months

LTIMindtree Ltd.

17 Oct 2025

6132.50

0.59%

LTIMindtree: Q2FY26 Result Review

Buy: LTIMindtree Ltd.

Target

IDBI Capital

LTIMindtree delivered strong results in Q2FY26, with revenue reaching USD 1.18bn, up 2.3% & 4.8% QoQ/YoY. EBIT margin expanded by 160bps to 15.9%. The company secured USD 1.59bn in orders, driven by significant deals across key sectors like media, financial services, and manufacturing. AI-driven digital transformation remains central, with projects leveraging their Blueverse platform, cloud migration, and AI governance solutions. Headcount increased by ~2.5K, with extensive AI reskilling of over ~80K employees. LTIMindtree targets near double-digit growth in H2FY26, balancing productivity gains and...

Number of FII/FPI investors decreased from 542 to 534 in Sep 2025 qtr

Wipro Ltd.

17 Oct 2025

249.60

0.03%

Wipro: Q2FY26 Result Review

Hold: Wipro Ltd.

IDBI Capital

Wipro Limited reported Q2FY26 IT services revenue of USD 2.6bn, with 0.3% sequential growth in constant currency and a 17.2% adjusted operating margin, reflecting operational discipline despite one-off impacts. Americas 1 and Europe markets grew sequentially, supported by BFSI, healthcare, and technology sectors. The company closed USD 4.7bn in contract value with 13 large deals, including two megadeals in healthcare and BFSI, driven by AI-powered transformations and vendor consolidations. Wipro launched "Wipro Intelligence," a unified AI platform suite accelerating client digital transformation...

Wipro Ltd. is trading below its 150 day SMA of 250.2

Infosys Ltd.

17 Oct 2025

1558.60

-0.10%

Infosys: Q2FY26 Result Review

Buy: Infosys Ltd.

Target

IDBI Capital

Infosys reported a steady but cautious performance in Q2FY26, showcasing strong execution despite a weak demand environment. Revenue rose 2.2% sequentially and 2.9%YoY in CC term, crossing USD 5bn. Operating margin improved to 21%, supported by better efficiency under Project Maximus and stronger pricing. The company secured USD 3.1bn in large deals (67% net new) and announced an additional USD 1.6bn megadeal after the quarter, reflecting continued client trust. Free cash flow was healthy at USD 1.1bn, equal to 131% of net profit, while attrition dropped to 14.3%. Infosys continued advancing its...

Number of FII/FPI investors decreased from 1705 to 1649 in Sep 2025 qtr

Wipro Ltd.

17 Oct 2025

249.60

0.03%

Result Update:Wipro

Hold: Wipro Ltd.

Axis Direct

We recommend a HOLD rating on the stock.

Wipro Ltd. has an average target of 259.18 from 11 brokers.

Infosys Ltd.

17 Oct 2025

1558.60

-0.10%

Result Update:Infosys

Buy: Infosys Ltd.

Recommendation Target

Axis Direct

We recommend a BUY rating on the stock.

Infosys Ltd. is trading above all available SMAs

LTIMindtree Ltd.

17 Oct 2025

6132.50

0.59%

Result Update:LTIMindtree

Buy: LTIMindtree Ltd.

Recommendation Target

Axis Direct

We recommend a BUY rating on the stock.

LTIMindtree has gained 20.98% in the last 6 Months

Infosys Ltd.

17 Oct 2025

1558.60

-0.10%

Infosys Ltd

Hold: Infosys Ltd.

Target

ICICI Direct

Decent quarter; Guidance points to muted H2 About the stock: Infosys is one of the leading IT players catering to BFSI, Retail, Strategic AI and cloud focus positions for future upside: Infosys continues to advance its AI-led transformation with 2,500+ AI projects, 250 agentic AI initiatives, and deep partnerships across the AI value chain. Proprietary...