{
}
Infosys has successfully completed its acquisition of MRE Consulting, marking a significant expansion in its consulting capabilities. This strategic move is expected to enhance Infosys's service offerings and strengthen its position in the market.
Investors in India face challenges from inflation and market volatility, particularly due to tariff wars. To navigate these conditions, they should focus on long-term investments in strong companies, diversify wisely, and seize opportunities during market dips. Adopting strategies similar to Warren Buffett's can help protect and grow wealth in uncertain times.
Infosys is enhancing its global capability centre (GCC) practice by appointing Deval Shah as the new GCC leader. The company aims to capitalize on the rapidly expanding GCC market, focusing on multi-year transformation deals and support for existing centres, as highlighted in an internal note. Recent wins include a significant contract with Lufthansa to establish a GCC in Bengaluru, further solidifying Infosys's commitment to technology transformation in the banking and airline sectors.
Goldman Sachs has downgraded Infosys from Buy to Neutral, lowering the price target to INR1,530 following a 3.5% revenue decline in Q4 FY25, which fell short of expectations. The firm has reduced its revenue growth estimates for FY26 by 450 basis points to 1.5%, reflecting concerns over growth visibility in the Indian IT sector. Despite these challenges, analysts remain cautiously optimistic about Infosys's long-term fundamentals, citing potential benefits from vendor consolidation and strategic positioning.
Goldman Sachs has downgraded Infosys Ltd. from a Buy to Neutral, with analyst Manish Adukia setting a new price target. This decision reflects a shift in the firm's outlook on the company's performance in the market.
Nandan Nilekani, cofounder of Infosys, highlighted the challenges of scaling enterprise AI, particularly in the public sector, due to structural issues and the need for error-free operations. He emphasized the importance of data integration across government entities and noted the rapid growth of India's startup ecosystem, projecting over 10 lakh startups by 2035, fueled by IPOs and venture capital. Generative AI in India is also set for significant growth, with a market value expected to exceed $17 billion by 2030.
Infosys has accused Cognizant of leveraging its healthcare business to gain market control. This allegation highlights ongoing tensions in the competitive landscape of the healthcare sector, raising questions about fair practices and market dynamics among major players.
Morgan Stanley advises against buying dips in Indian IT services stocks, citing a challenging macroeconomic environment and potential revenue growth delays. The firm forecasts disappointing fiscal year 2026 revenue for major IT companies, with weak fourth-quarter trends expected. It prefers Tata Consultancy Services over Infosys and Tech Mahindra over HCL Technologies, emphasizing the need for caution amid ongoing economic uncertainties.
TiEcon Mumbai 2025 concluded successfully, emphasizing the 'Dhanda First' philosophy, which prioritizes business fundamentals and ethical entrepreneurship. Key speakers highlighted India's potential for tech giants, the need for substantial early-stage funding, and the importance of compassionate capitalism in fostering sustainable growth. The summit showcased insights on AI, quick commerce, and the critical role of Mumbai in driving innovation and economic expansion.
UBS recommends investors focus on four Indian IT stocks—Tata Consultancy Services (TCS), Infosys, Wipro, and HCL Technologies—before Q4 results, citing potential US Federal Reserve rate cuts and corporate tax reductions as supportive factors for tech spending. Despite a recent 15-20% correction in IT stocks, UBS anticipates a rebound in sector valuations, projecting a 5-10% recovery in price-to-earnings multiples. TCS and Infosys are rated 'Buy' with price targets of ₹4,250 and ₹2,100, respectively, while Tech Mahindra is rated 'Sell' at ₹1,470.
Infosys Ltd
Companies
The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
Infosys finalizes acquisition of MRE Consulting to enhance service offerings
10:51 01.05.2025
investing strategies for indian investors during tariff wars and inflation challenges
United States Dollar
The Goldman Sachs Group, Inc.
HDFC Bank Ltd
Coca-Cola FEMSA, S.A.B. de C.V.
Infosys Ltd
IND
Warren Buffett
Donald Trump
Show more
02:30 27.04.2025
Infosys strengthens global capability centre practice with new leadership appointment
United States Dollar
Infosys Ltd
DEUTSCHE LUFTHANSA
Danske Bank A/S
Citizens Financial Group, Inc.
Wipro Ltd
IND
Salil Parekh
Ravikumar
Srini Pallia
Sailaja Josyula
Show more
17:41 21.04.2025
goldman sachs downgrades infosys stock amid revenue decline and growth concerns
Indian Rupee
United States Dollar
Infosys Ltd
The Goldman Sachs Group, Inc.
Investec Ltd
Stifel, Nicolaus & Company Inc.
IND
Show more
13:20 21.04.2025
Goldman Sachs downgrades Infosys from buy to neutral with price target set
12:14 21.04.2025
challenges and opportunities in scaling enterprise ai in india
10:30 12.04.2025
Infosys accuses Cognizant of leveraging healthcare business for market dominance
04:05 03.04.2025
Morgan Stanley advises caution on Indian IT services amid economic challenges
02:34 01.04.2025
tiEcon Mumbai 2025 highlights dhanda first philosophy for sustainable entrepreneurship
United States Dollar
Indian Rupee
Ather Energy Ltd.
Infosys Ltd
Marico Limited
IND
Ritesh Agarwal
T.V. Mohandas Pai
Shaleen Sinha
Trivikraman Thampy
Arvind Kumar
Tarun Mehta
Atul K. Nishar
Amrit Acharya
Harsh Mariwala
N. R. Narayana Murthy
Show more
08:56 26.03.2025
ubs recommends four indian it stocks ahead of q4 results
United States Dollar
Infosys Ltd
Wipro Ltd
Tech Mahindra Limited
Tata Consultancy Services Limited
HCL Technologies Limited
IND
Show more
12:30 25.03.2025
Trending
Subcategory
Stock Market Updates
Market Analysis and Predictions
Hedge Funds & Private Equity
Banking Regulations
Finance Mergers & Acquisitions
Corporate News
SEC & Financial Compliance
Venture Capital Investments
Corporate Responsibility & ESG
Industry Trends
Funding Rounds & Investments
Economic Indicators
AI Innovations
Emerging Startups
Cybersecurity Innovations & Tech
Retail and Consumer Goods
Green Technology
Real Estate Investments
Private Equity Deals
Government Economic Policies
Countries:
Companies:
DEUTSCHE BANK AG
Raiffeisen Bank International AG
Berkshire Hathaway Inc.
UBS Group AG
Bank of America Corp.
The Goldman Sachs Group Inc. PFD 1/1000 C
BNP Paribas Financial Markets SNC
Norges Bank
COMMERZBANK AG
Alphabet Inc.
Constellation Brands U.S. Operations Inc.
Royal Bank of Canada
FMR LLC
Microsoft Corporation Corp.
Dimensional Fund Advisors LP
UBS GROUP B.V.
Geode Capital Management LLC
Apple Inc.
UniCredit S.p.A.
Bank of America Corporation
Currencies:
People: