Wall Street optimism meets Dalal Street rally — Infosys sends a strong signal for 2026.
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Market Reaction
Infosys shares surged sharply after the IT major posted strong Q3 FY26 results and upgraded its revenue guidance.
The stock climbed 5.19% on the NSE to ₹1,682.8, gaining ₹83 in a single session.
This rally reflects renewed investor confidence in India’s IT recovery story.
Key Trading Metrics
The stock opened at ₹1,663.7, touched a day high of ₹1,683.7, and fell to a low of ₹1,653.4.
Trading volume stood at 9.28 million shares, above the average of 8.12 million.
Infosys currently trades between a 52-week low of ₹1,307 and a high of ₹1,924, with a market capitalization of nearly ₹6.99 trillion.
Key indicators include a P/E ratio of 24.24 and an EPS of ₹69.43.
Q3 FY26 Results Highlights
Infosys reported revenue of ₹45,479 crore, marking an 8.89% year-on-year growth.
Constant currency growth came in at 0.6% QoQ, beating expectations.
Net profit declined 2.2% YoY to ₹6,654 crore due to a one-time charge of ₹1,289 crore linked to India’s Labour Codes notification.
Deal wins remained strong at $4.8 billion TCV, with 57% from new clients, driven by BFSI and AI-led demand.
FY26 Guidance Upgrade
In a positive surprise, Infosys raised its FY26 constant currency revenue growth guidance to 3–3.5%, up from 2–3%.
The company cited steady discretionary spending and strong core execution.
This optimistic outlook stood out at a time when several global IT peers remain cautious, boosting sentiment across the sector.
Analyst Reactions
Nomura maintained a Buy rating with a target of ₹1,810, highlighting improving discretionary demand.
Emkay Global also retained Buy with a target of ₹1,750, noting revenue strength despite mild margin pressure.
What It Means for Investors
With rising deal wins, improving macro signals, lower attrition, and a confident guidance upgrade, Infosys appears well-positioned for FY26.
The latest results reinforce the company’s long-term growth story and explain the strong market reaction.
Disclaimer: Yeh views market experts ke hain and not of trueincome. Investment karne se pehle certified advisor se consult zaroor karein.