Infosys Ltd.

Pillar 1 — Business Quality & Moat

Business overview, segments, revenue drivers, competitive position and industry standing.

Business overview

• Infosys is an IT services and consulting company providing digital transformation, application development, cloud, artificial-intelligence, engineering, business-process and technology operations services to enterprises across international markets. SOURCED S08

Segments

• The FY26 financial-reporting industry segments include Financial Services; Retail; Communication; Energy, Utilities, Resources and Services; Manufacturing; Hi-Tech; Life Sciences and Healthcare; and all other segments. Detailed names include associated insurance, CPG, logistics, telecom OEM and media subcategories in the annual report. SOURCED S08

Pillar 2 — Growth Quality

Revenue/AUM and profit growth, multi-year CAGR, growth consistency, growth drivers and relevant recent developments.

Recent developments

• Infosys carried out an equity buyback approved in 2025, closing and extinguishing shares in December 2025. The audited financial statements record completion on 4 December 2025 and a buyback value of ₹18,000 crore. SOURCED S09, S10, S11

Pillar 3 — Profitability & Return Ratios

Margins, ROE, ROCE, and ROA/NIM for financial companies.

Pillar 4 — Balance Sheet Strength

Debt, leverage, liquidity, capital adequacy and asset quality where applicable.

Pillar 5 — Cash Flow & Earnings Quality

CFO, FCF, CFO/PAT, working capital and, for lenders, credit-cost quality.

Pillar 6 — Governance & Shareholding

Promoter holding and pledge, FII/DII/public holding, auditor, board, regulatory actions and material litigation.

Shareholding

Governance, regulatory & litigation

• FY26 statutory auditor: Deloitte Haskins & Sells LLP. The FY26 audit report is unmodified; the Directors' Report says it contains no qualification, reservation or adverse remark. SOURCED S08
• FY25 statutory auditor: Deloitte Haskins & Sells LLP. SOURCED S08
• FY26 audit (year ended 31 Mar 2026): the audited consolidated results filing names Deloitte Haskins and Sells LLP as statutory auditor. The filing carries the company's declaration that the audit opinion is unmodified. SOURCED S01
• FY25 audit (year ended 31 Mar 2025): the audited consolidated results filing names Deloitte Haskins and Sells LLP as statutory auditor. The filing carries the company's declaration that the audit opinion is unmodified. SOURCED S02

Pillar 7 — Valuation Comfort

P/E, P/B, EV/EBITDA, dividend yield, historical and peer context — descriptive only; no price target.

NOT VERIFIED — no verified data for this pillar yet.

Pillar 8 — Technical Confirmation

Informational only: long-term trend context when properly sourced. No entry levels, targets, stop-losses or calls.

No sourced technical data. This pillar is informational only and never carries entry levels, targets, stop-losses or buy/sell/hold calls.

Material risks

• Geopolitical/macroeconomic risk: concentrated revenues across geographies and industries and reliance on major clients can expose demand and margins to trade restrictions, economic uncertainty or disruption. SOURCED S08
• Artificial-intelligence disruption risk: failure to transform existing offerings and successfully scale AI-first services may cause competitive losses, reduced market share and revenue pressure. SOURCED S08
• Cybersecurity and data-privacy risk: evolving cyberthreats and personal-data requirements may affect secure service delivery and regulatory compliance. SOURCED S08

Key questions to monitor

None recorded yet.

Sources

Research status

Status

READY

Confidence

HIGH

Data as of

2026-10-11

KIRA Score

Not yet scored — no verified KIRA Score registry match

Method

Primary filings first; aggregators for cross-check only. SOURCED = from a cited document; ANALYSIS = KIRA interpretation; UNVERIFIED = not yet checked against a primary source.