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Infosys Limited

Infosys Limited

NYSE•INFY
CEO: Mr. Nandan M. Nilekani
セクター: Technology
業種: Information Technology Services
上場日: 1999-03-11
Infosys Limited, together with its subsidiaries, provides consulting, technology, outsourcing, and next-generation digital services in North America, Europe, India, and internationally. It provides digital marketing and digital workplace, digital commerce, digital experience and interactions, metaverse, data analytics and AI, applied AI, generative AI, sustainability, blockchain, engineering, Internet of Things, enterprise agile DevOps, application modernization, cloud, digital process automation, digital supply chain, Microsoft business application and cloud business, service experience transformation, energy transition, cyber security, and quality engineering solutions; Oracle, SAP, and Saleforce solutions; API economy and microservices; and Topaz, an AI-first set of services, solutions, and platforms using generative AI technologies. The company's products and platforms include Finacle, a core banking solution; Edge suite of products; Panaya platform, Infosys Equinox, Infosys Helix, Infosys Applied AI, Infosys Cortex, and Stater digital platforms; and Infosys McCamish, an insurance platform. It serves aerospace and defense, agriculture, automotive, chemical manufacturing, communication, consumer packaged goods, education, engineering procurement and construction, healthcare, high technology, industrial manufacturing, information services and publishing, insurance, life science, logistics and distribution, media, entertainment, mining, oil and gas, private equity, professional, public, retail, travel, hospitality, utilities, and waste management industries. The company was formerly known as Infosys Technologies Limited and changed its name to Infosys Limited in June 2011. Infosys Limited was incorporated in 1981 and is headquartered in Bengaluru, India.
連絡先情報
Plot No. 44/97 A, 3rd cross Electronic City Hosur Road, Bengaluru, 560100, India
91-80-2852-0261
www.infosys.com
時価総額
$59.81B
PER (TTM)
19.9
25.3
配当利回り
3.2%
52週高値
$30.00
52週安値
$14.19
52週レンジ
4%
順位3
7.9
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
強い • 7.9 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q3 2026 データ

売上高

$5.10B+3.24%
直近4四半期の推移

EPS

$0.18-5.26%
直近4四半期の推移

フリーCF

$924.47M-28.77%
直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Revenue Growth Strong Total Revenues reached $19.28B USD in FY2025, reflecting 3.9% growth; constant currency revenue grew 4.2%.
Operating Margin Expansion Operating Margin improved to 21.1% in FY2025 from 20.7% in FY2024, driven by Project Maximus margin program.
Workforce Expansion Continues Total employee count reached 323,578 as of March 31, 2025, showing a 5.7% CAGR since fiscal 2021.
Capital Return Policy Expect to continue returning approximately 85% of free cash flow cumulatively over five years via dividends and buybacks.

リスク要因

Client Concentration Risk Business highly dependent on key clients; top five clients contributed 13.2% of total FY2025 revenues.
Wage Pressure Impacts Profitability Wage pressures and hiring costs may prevent sustaining competitive advantage and could reduce overall profit margins.
Geopolitical and Regulatory Uncertainty Economic slowdowns, geopolitical conflicts, and evolving immigration laws could disrupt operations and affect revenue growth.
Cybersecurity Incident Liability McCamish cybersecurity incident resulted in a $17.5M settlement accrual, highlighting ongoing risks from data breaches.

見通し

AI-First Strategy Execution Strategy focuses on scaling digital capabilities, leveraging AI, and launching new offerings like Infosys Aster™ platform.
People Reskilling Investment Over 270,000 employees are now AI-aware through scaled digital reskilling programs utilizing the Lex learning platform.
ESG Commitment Refresh Refreshing ESG Vision 2030 with ambition to become climate positive in 2030 across Scope 1, 2, and 3 emissions.
Continued Capital Allocation Expect progressive increase in annual dividend per share while maintaining the policy of returning 85% of free cash flow.

同業比較

売上高 (TTM)

Fiserv, Inc.FI
$21.19B
+3.6%
Cognizant Technology Solutions CorporationCTSH
$21.11B
+7.0%
Infosys LimitedINFY
$19.85B
+3.8%

粗利益率 (最新四半期)

Autodesk, Inc.ADSK
92.4%
+2.7pp
Fortinet, Inc.FTNT
79.6%
-1.0pp
Workday, Inc.WDAY
75.7%
+0.2pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
GLW$111.98B70.314.1%27.2%
WDC$96.32B25.864.2%29.8%
MSI$76.24B35.3103.2%49.7%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
2.5%
緩やかな成長
4四半期純利益CAGR
-2.7%
収益性の安定
キャッシュフロー安定性
100%
優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年4月15日
|
EPS:-
|
売上高:-
財務レポート
財務データ
ニュース
全年度
  • Form 20-F - FY 2025

    会計期末: 2025年3月31日|提出日: 2025年7月1日|
    売上高: $19.28B+3.9%
    |
    EPS: $0.76-1.3%
    予想を上回る
  • Form 20-F - FY 2024

    会計期末: 2024年3月31日|提出日: 2024年6月24日|
    売上高: $18.56B+1.9%
    |
    EPS: $0.77+8.5%
    予想を上回る
  • Form 20-F - FY 2023

    会計期末: 2023年3月31日|提出日: 2023年6月15日|
    売上高: $18.21B+11.7%
    |
    EPS: $0.71+1.4%
    予想通り
  • Form 20-F - FY 2022

    会計期末: 2022年3月31日|提出日: 2022年6月17日|
    売上高: $16.31B+20.3%
    |
    EPS: $0.70+14.8%
    予想通り
  • Form 20-F - FY 2021

    会計期末: 2021年3月31日|提出日: 2021年6月11日|
    売上高: $13.56B+6.1%
    |
    EPS: $0.61+10.9%
    予想通り