10 Nifty 50 stocks, including Infosys and TCS, posted double-digit losses in September as market sell-off deepens
Infosys moved lower.
· LiveMint Markets
Bajaj Finserv, Infosys, and TCS were among 10 Nifty 50 stocks that reported significant losses in September due to high crude prices, overseas selling, and rising bond yields, contributing to the Nifty's 6% decline and 13.5% year-to-date drop.
The analysis
Infosys reported movement of 6% and 13.5%. Those are the figures as filed — what moves the price is how they sit against what the market already expected, not their absolute size.
Against that, the stock is +0.4% on the day at ₹996.20, and has returned -6.7% over three months. It sits 41% below its 52-week high, which means a good deal of bad news was already in the price. The it sector has moved +1.1% over the same period, so Infosys is running 7.8 points behind 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.
Market context
- The company directly in focus is INFY.
- Sector exposure: IT.
- The immediate tone of coverage reads negative.
In this story
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