1669.9000 -11.30 (-0.67%)
NSE Jan 20, 2026 11:57 AM
Volume: 1.6M
 

1669.90
-0.67%
ICICI Direct
Strong deal momentum improves medium-term visibility: Infosys' strong large-deal performance in Q3, with large-deal TCV of US$4.8 bn (57% net new across 26 deals), improves revenue visibility into FY27. The traction reflects rising client confidence in Infosys' enterprise AI capabilities (Topaz), particularly in Financial Services (+3.9% YoY CC) and EURS (+0.5% YoY CC), where management expects growth acceleration in FY27 vs FY26. Manufacturing and Retail/CPG, however, remain under pressure, implying that deal wins may translate into revenue gradually rather than immediately. Backed by strong YTD...
Number of FII/FPI investors increased from 1649 to 1706 in Dec 2025 qtr.
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