Infosys Ltd. (INFY) – Will INFY-NVIDIA be the game changer?

Infosys Ltd. (INFY) (Q1FY24)

Stock Performance: Infosys stock price increased by 9.77% in the past 1 year. The stock has a 52-week high of ₹1,672 and its 52-week low is ₹1,185. The stock price showed an uptrend in the past 3-month period and declined by 17.03% returns.

Q1FY24 Performance: Reported revenues at ₹37,933 crores, with a growth of 10.0% Y/Y. Sequentially, revenue grew by 1% in constant currency and 1.4% in dollar terms. Operating margin at 20.8%, with growth of 0.7% Y/Y and decline of 0.2% Q/Q, and Basic EPS at
₹14.37, with a growth of 12% Y/Y. FCF at ₹5,749 crore, growth of 12.6% YoY; FCF conversion at 96.7% of net profit

Guidance: Revenue growth of 1.0%-3.5% in constant currency. Operating margin of 20%-22%.

Highlights

Infosys has secured a deal with a current client for a period of five years, valued at $2 billion. The agreement involves providing AI and automation-based modernization and maintenance services, as stated in the filing.

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Highlights

Valuation

– Enterprise Value
– CrispIdea Forecast
– Economic Value Added Analysis
– Discounted Cash Flow Analysis
– P/E Analysis
– Peer Valuation
– CrispIdea Forecast Relative to Consensus
– Consensus History and Surprise
– Consensus Momentum

Actual & Historical Performance

– Income Statement
– Balance Sheet
– Cash Flow
– 10 Year Historical Performance
– Ratio Analysis
– Du Pont Analysis
– ROIC & ROCE Analysis
– Segment Performance
– Key Metrics
– M&A deals

Peer Performance

– Summary
– Profitability
– Growth
– Price Performance

Ownership

Price Performance

Crispidea Coverage

No of Pages: 34

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