{"id":18996,"date":"2025-10-19T02:45:20","date_gmt":"2025-10-19T02:45:20","guid":{"rendered":"https:\/\/tezgyan.com\/index.php\/2025\/10\/19\/infosys-falls-nearly-2-despite-q2-results-beat-estimates-should-you-buy-sell-or-hold-markets-news\/"},"modified":"2025-10-19T02:45:20","modified_gmt":"2025-10-19T02:45:20","slug":"infosys-falls-nearly-2-despite-q2-results-beat-estimates-should-you-buy-sell-or-hold-markets-news","status":"publish","type":"post","link":"https:\/\/tezgyan.com\/index.php\/2025\/10\/19\/infosys-falls-nearly-2-despite-q2-results-beat-estimates-should-you-buy-sell-or-hold-markets-news\/","title":{"rendered":"Infosys Falls Nearly 2% Despite Q2 Results Beat Estimates; Should You Buy, Sell Or Hold? | Markets News"},"content":{"rendered":"


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Last Updated:<\/span>

Infosys\u2019 shares fell on Friday, even as most brokerages maintained a bullish outlook after it reported better-than-expected Q2 FY26 results<\/h2>\n
\"Infosys<\/p>\n

Infosys Shares Post Q2<\/p>\n<\/figure>\n

Infosys Share Price Today:<\/strong> Infosys\u2019 share price fell as much as 1.5 percent on Friday, even as most brokerages maintained a bullish outlook on the stock after the IT major reported better-than-expected Q2 FY26 results. Shares declined to an intraday low of Rs 1,447.3 on the NSE in early trade, extending Thursday\u2019s modest losses.<\/p>\n

Analysts at Nomura, Jefferies, and HSBC reiterated \u2018buy\u2019 ratings with target prices ranging between Rs 1,700 and Rs 1,730 per share, citing steady execution, resilient margins, and an improving deal pipeline. Despite the positive sentiment, Infosys shares have fallen nearly 25 percent over the past year, sharply underperforming the Nifty 50\u2019s 3.4 percent gain. The latest target prices imply an upside of up to 17 percent from Thursday\u2019s closing levels.<\/p>\n

For the September quarter, Infosys posted a 13.2 percent year-on-year rise in consolidated net profit to Rs 7,364 crore, beating Street estimates. Revenue grew 8.6 percent year-on-year to Rs 44,490 crore, with constant currency growth of 2.9 percent annually and 2.2 percent sequentially. Operating margin came in at 21 percent\u2014broadly stable year-on-year but marginally below expectations. The company declared an interim dividend of Rs 23 per share, up 9.5 percent from last year.<\/p>\n

Infosys narrowed its FY26 constant currency revenue growth guidance to 2\u20133 percent from 1\u20133 percent earlier while maintaining its operating margin range at 20\u201322 percent. Large deal wins during the quarter rose 29 percent year-on-year to $3.1 billion, while free cash flow jumped 38 percent to Rs 9,677 crore, or 131 percent of net profit. The company also completed its Rs 18,000-crore share buyback in Q2.<\/p>\n

Nomura retained a \u2018buy\u2019 rating with a target price of Rs 1,720, noting a slight revenue beat and expecting margins to hold near 21 percent in FY26. Infosys currently trades at about 19.8x FY27 EPS, the brokerage said.<\/p>\n

Jefferies also maintained a \u2018buy\u2019 call with a target of Rs 1,700, describing Q2 performance as \u2018in line\u2019 but cautioning that the narrowed guidance suggests a softer second half, despite a healthy deal pipeline. The brokerage projects a 6 percent CAGR in EPS over FY26\u201328, supported by margin resilience and efficiency gains.<\/p>\n

HSBC reiterated its \u2018buy\u2019 rating with a target of Rs 1,730, highlighting stable margins aided by cost optimisation, rupee depreciation, and AI-driven productivity improvements. The brokerage added that improving macro conditions in the US could revive enterprise technology spending in 2026, positioning Infosys favourably among large-cap IT peers.<\/p>\n

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\"Aparna<\/figure>\n

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Aparna Deb<\/a><\/p>\n

Aparna Deb is a Subeditor and writes for the business vertical of News18.com. She has a nose for news that matters. She is inquisitive and curious about things. Among other things, financial markets, economy, a…Read More<\/span><\/p>\n<\/div>\n<\/div>\n

Aparna Deb is a Subeditor and writes for the business vertical of News18.com. She has a nose for news that matters. She is inquisitive and curious about things. Among other things, financial markets, economy, a… Read More<\/span><\/p>\n<\/div>\n<\/div>\n

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First Published:<\/span><\/p>\n
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October 17, 2025, 10:29 IST<\/p>\n<\/div>\n<\/div>\n

News<\/a> business<\/a> markets<\/a> Infosys Falls Nearly 2% Despite Q2 Results Beat Estimates; Should You Buy, Sell Or Hold?<\/span><\/div>\n
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Last Updated:October 17, 2025, 10:29 IST Infosys\u2019 shares fell on Friday, even as most brokerages maintained a bullish outlook after it reported better-than-expected Q2 FY26 results Infosys Shares Post Q2 Infosys Share Price Today: Infosys\u2019 share price fell as much as 1.5 percent on Friday, even as most brokerages maintained a bullish outlook on the…<\/p>\n","protected":false},"author":1,"featured_media":6599,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[45],"tags":[],"class_list":["post-18996","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business"],"_links":{"self":[{"href":"https:\/\/tezgyan.com\/index.php\/wp-json\/wp\/v2\/posts\/18996","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tezgyan.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tezgyan.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tezgyan.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tezgyan.com\/index.php\/wp-json\/wp\/v2\/comments?post=18996"}],"version-history":[{"count":0,"href":"https:\/\/tezgyan.com\/index.php\/wp-json\/wp\/v2\/posts\/18996\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/tezgyan.com\/index.php\/wp-json\/wp\/v2\/media\/6599"}],"wp:attachment":[{"href":"https:\/\/tezgyan.com\/index.php\/wp-json\/wp\/v2\/media?parent=18996"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tezgyan.com\/index.php\/wp-json\/wp\/v2\/categories?post=18996"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tezgyan.com\/index.php\/wp-json\/wp\/v2\/tags?post=18996"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}