Infosys in 2025 Performance and price movement
Dated 21.12.2025 Infosys Limited, an Indian multinational technology company providing IT, consulting, and outsourcing services, originally founded as Infosys Consultants Private Limited in 1981 and later becoming Infosys Technologies Limited before changing to its current name in 2011 to reflect its broader global offerings.
In 2025, Infosys Limited demonstrated a year of resilient financial growth amidst a challenging global macroeconomic environment, though its stock performance was characterized by significant volatility and a year-end “flash” event on the NYSE.
1. Financial Performance: Steady Execution
Infosys maintained a strong operational trajectory throughout 2025, driven by massive deal wins and a pivot toward AI-led services.
- Revenue Growth: For the full fiscal year 2025 (ended March), the company reported revenues of ₹1,62,990 crore, a 6.1% increase year-on-year.
- Profitability: Net profit for the fiscal year stood at ₹26,713 crore. By the September quarter (Q2 FY26), quarterly profits reached ₹7,364 crore, showing a 13.2% increase compared to the previous year.
- Deal Pipeline: 2025 was a record year for deal-making. In Q1 alone, Infosys bagged 34 large deals worth $4.1 billion, including a landmark mega-deal with the UK’s National Health Service (NHS).
- Guidance: In late 2025, management revised its revenue guidance upward to 2-3% (from 0-3%), signaling growing confidence in the second half of the fiscal year.
2. Share Price Reaction: Volatility & Recovery
The share price followed a “U-shaped” trajectory for most of 2025, struggling in the first half before finding support through corporate actions and sector-wide tailwinds in December.
| Period | Performance Trend |
| H1 2025 | The stock faced pressure due to cautious IT spending and global interest rate uncertainty, hitting a 52-week low of ₹1,307. |
| September 2025 | Prices surged after the company announced its largest-ever share buyback of ₹18,000 crore at a premium price of ₹1,800/share. |
| December 2025 | Shares began to recover, trading around ₹1,630–₹1,650, supported by strong quarterly results from global peers like Accenture. |
3. The December 19 “Flash” Volatility
One of the most talked-about events of the year occurred on December 19, 2025, when Infosys ADRs (American Depositary Receipts) on the New York Stock Exchange (NYSE) experienced extreme volatility:
- The Spike: The ADRs jumped as much as 40% in minutes, briefly hitting $30.
- Trading Halt: The NYSE was forced to halt trading twice due to the volatility.
- The Cause: Analysts attributed this to a “perfect storm” of a short squeeze and a technical glitch where some data providers mislabeled the ticker. Infosys clarified there were no material internal developments behind the move.
4. Key Strategic Shifts
- AI Leadership: Under the “Infosys Topaz” and “Infosys Aster” brands, the company aggressively integrated Generative AI into its core offerings, helping it stay competitive as clients shifted from traditional maintenance to AI transformation.
- Acquisitions: The company completed several key acquisitions, including in-tech (Germany) and MRE Consulting (USA), to bolster its presence in automotive and energy sectors.
Summary of Returns (as of Dec 2025)
- YTD Return: ~ -13% (Underperforming the Nifty 50 slightly for the full year).
- Dividend Yield: Remained attractive at approximately 2.6% – 2.8%.
Performance in Q2 OF fy 2025-26
1. Detailed Financial Snapshot (Latest Reported)
Since the Q3 FY26 results are not due until January 14, 2026, the most comprehensive performance data comes from the Q2 FY26 report (ending September 30, 2025), which set the tone for the year-end rally.
- Revenue Growth: ₹44,490 crore (up 8.6% YoY).
- Net Profit: ₹7,364 crore (up 13.2% YoY).
- Operating Margins: Stabilized at 21.0%, despite industry-wide wage pressure.
- Large Deals: Secured $3.1 billion in Total Contract Value (TCV), with a notable 67% consisting of “net new” business, suggesting they are winning market share from competitors.
2. Infosys vs. TCS: 2025 Comparison
While both giants navigated a year of cautious spending in the US and Europe, their stock and operational trajectories differed
| Metric (TTM Dec 2025) | Infosys (INFY) | TCS |
| Annual Revenue | ~₹1,66,590 Cr | ~₹2,59,286 Cr |
| Revenue Growth | Higher (~8-9% YoY) | Moderate (~5-6% YoY) |
| Operating Margin | 20% – 22% (Target) | 24% – 26% (Target) |
| 1-Year Stock Return | -15.4% | -21.3% |
| Dividend Yield | 2.62% | 3.84% |
| Core Strength | Agility in GenAI (Topaz) | Scale and Margin Resilience |
4. Outlook: What to Watch in January 2026
Investors are now looking toward the January 14, 2026 earnings call. Key watchpoints include:
- Guidance Raise? Whether management will push the revenue growth target above the current 2–3% range.
- US Demand: Clarity on how US Federal spending and interest rate shifts are impacting North American tech budgets.
- Buyback Completion: Updates on the ₹18,000 crore tender offer execution.
This article is for informational purposes only. It summarizes updates from publicly available sources and AI-generated insights from a reputed AI app. We are not SEBI-registered investment advisors, and this content does not constitute investment advice
For more information Contact us