[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

![Anvith_ Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::2414532469.png) The Indian Investor [@Anvith_](/creator/twitter/Anvith_) on x 19.4K followers
Created: 2025-07-25 02:25:17 UTC

💻 Infosys – Q1FY26 Highlights & Outlook | From Nuvama

Solid delivery | TCV robust | FY26 rev guidance raised

▪️ TCV: $XXX Bn (▲46% QoQ | ▼7% YoY) – XX large deals won

AI/GenAI Tailwinds
▪️ 300+ AI Agents built – major traction in BFSI, onboarding, KYC
▪️ Infosys is now AI partner to XX of top XX FS clients

Vertical Pulse
▪️ BFSI: Strong deal wins in US capital markets & wealth mgmt
▪️ Manufacturing: Drag from EU/US auto & industrials
▪️ Retail: Softness due to tariff & discretionary slowdown
▪️ Communication: Vendor consolidation hurting growth

Geo View
▪️ Europe: ▲12.3% CC YoY – 3x Co avg.
▪️ North America: Flat
▪️ RoW: Mixed traction

Margins – Stable Despite Headwinds
▪️ Wage hikes, FX, investments = -150bps drag
▪️ Offset via realization gain (+70bps), amortization & third-party cost cuts

 FY26 Outlook
▪️ Rev guidance raised: 1–3% CC (earlier 0–3%)
▪️ OPM guide maintained at 20–22%
▪️ Mgmt cautious near-term but confident on medium-term demand revival

Valuation Call – Nuvama
▪️ Upgraded to 25x FY27 PE (earlier 24x)
▪️ TP: ₹1850 (earlier ₹1700) | Rating: BUY
▪️ Valuations inexpensive vs peers despite strong execution

🚫 No Recommendation. 

#Infosys #StocksInFocus #NiftyIT #Nifty50

![](https://pbs.twimg.com/media/Gwq2SDZaQAAeciS.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948570217959063945/c:line.svg)

**Related Topics**
[$2826b](/topic/$2826b)
[$300b](/topic/$300b)
[mergers and acquisitions](/topic/mergers-and-acquisitions)
[pulse](/topic/pulse)
[fs](/topic/fs)
[kyc](/topic/kyc)
[coins ai agents](/topic/coins-ai-agents)
[coins ai](/topic/coins-ai)

[Post Link](https://x.com/Anvith_/status/1948570217959063945)