Indian IT services are at an inflection point — discretionary spending recovery in BFSI, AI-driven productivity unlock from Topaz platform, and improving deal sizes after two years of mega-deal scarcity. Infosys' margin discipline through the downturn positions them well for operating leverage as growth resumes. Forex tailwind from INR depreciation.
Thesis reviewed May 29, 2026
Infosys Ltd is headquartered in India, which is currently showing moderate signals.
🇮🇳India52AVOIDView India risk detail →💻Technology26WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| HUBS | HubSpot Inc. | 33 | +10% | ↓8% | EARLY |
| BABA | Alibaba Group Holding Ltd | 30 | +17% | ↓8% | EARLY |
| NTES | NetEase Inc | 30 | +10% | ↓8% | EARLY |
| SAP | SAP SE | 30 | +8% | ↓8% | EARLY |
| PSO | Pearson PLC | 30 | +10% | ↓8% | NEUTRAL |
| ACN | Accenture plc | 30 | +7% | ↓8% | NEUTRAL |
| TCS | Tata Consultancy Services Ltd | 30 | +11% | ↓8% | EARLY |
Investors who hold INFY may also have indirect exposure through these country funds.
Infosys Q4 deal TCV hits record $4.4B; BFSI vertical leading recovery
Topaz GenAI revenue contribution reaches 8% of overall services bookings
Operating margin holds at 21.2%, top of guidance range
Estimates · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Thomas H Tuberville | Sell | $1k–$15k | May 3, 24 | -26.0% |