Moneycontrol PRO

Infosys: Stellar quarter, investors can capitalise on a catch-up rally

Infosys certainly offers a good risk reward despite the rally as valuation catch-up with TCS could lead to sustenance of the positive momentum.

July 16, 2020 / 02:13 PM IST
Infosys: Stellar quarter, investors can capitalise on a catch-up rally

PRO Only Highlights
Quarterly performance largely backed by improved realisations
Medium-term triggers China plus and protectionist measures for tyre industry
Valuations not inexpensive; but improved medium-term outlook

Madhuchanda Dey Moneycontrol Research Highlights - Beat on all counts–surprise show amid challenges - Topline grows YoY in constant currency, better than peers - Multiple levers aid strong margin improvement - Company reinstates full year guidance–early signs of restoration of confidence - Deal win robust and pipeline exciting - Valuation at a discount to TCS - Catch-up rally likely Infosys (CMP: Rs 831, Market Cap: Rs 3,54,139 crore) delivered a blockbuster quarter despite a challenging operating environment. The cloud of uncertainty that led to the company skipping its earnings guidance in...

  • PRO Panorama

    Moneycontrol Pro Panorama | Disrupting the disruptors - Free brokers upend discount brokers

    May 31, 2023 / 02:39 PM IST

    In today’s edition of Moneycontrol Pro Panorama: Growth worries loom over MPC's next meet, politics behind Manipur's widening et...

    Read Now
  • PRO Weekender

    Moneycontrol Pro Weekender: Things fall apart

    Apr 22, 2023 / 11:16 AM IST

    The mainstream is coming around to the view that geopolitics will result in a fragmented global economy and we will not go back to...

    Read Now

To read the full story, Subscribe to Moneycontrol PRO

Access the exclusive stories, weekly investment ideas and daily technical calls in an Ad free experience

Already a member? Sign in

Limited Period offer on Moneycontrol PRO. Subscribe to PRO and get up to

50% OFF

What Do You Get

  • Ad free experience

    Experience a non-intrusive navigation and faster response in the ad free mode

  • Sharpest Opinions

    Access to 230+ exclusive stories per month from our editorial and Experts

  • +

    Have a Global edge with access to content from world renowned experts and journalist

  • Actionable Insights

    Access to 40+ weekly investment ideas including 4 daily technical calls

  • Virtual Events

    Exclusive access to live webinars from market experts on trading and investment strategies

  • Newsletters

    Daily and weekly insights bundled and sent to your inbox to keep you ahead in the race.

Get upto 50% discount on limited period offers