Infosys’s huge deal wins fail to give it an edge over peers
Infosys secured new business in a quarterly results development.
· LiveMint Markets
Robust $5.2 billion deal wins in Q2 couldn't prevent Infosys from trimming its full-year growth outlook, leaving it trailing key competitors.
The analysis
Against that, the stock is +0.0% on the day at ₹1,153.80, and has returned +9.6% over three months. It sits 32% below its 52-week high, which means a good deal of bad news was already in the price. The it sector has moved +4.6% over the same period, so Infosys is running 5.0 points ahead of its peers.
For Infosys, the question is how much of this is already reflected in the price and how much re-rates the it peer set alongside it.
Why it matters
- Earnings versus expectations is what actually re-rates a stock; the surprise matters more than the absolute number.
Market context
- The company directly in focus is INFY.
- Sector exposure: IT.
In this story
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