INFY IN EQUITY
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| CUSTOMER | BASIS | EST ₹CR | RANGE | % REV | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| HDFCBANKHDFC Bank Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “and Award for Best Customer Journey Initiative in Australia • Infosys Finacle recognized as The World’s Best Software Provider for Virtual Accounts 2025 and Th…” AR DOC | ||||||||
| China. | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “Yes, Deloitte Haskins & Sells LLP (1) Scope 1 emissions cover all owned offices (India, US and China) and leased offices in India;” AR · +1 DOC | ||||||||
| Others | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “2.10 Other assets (In ₹ crore) Particulars As at March 31, 2025 2024 Non-current Capital advances 206 151 Advances other than capital advances Others Prepaid e…” AR · +1 DOC | ||||||||
| United States | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “Trade receivables and unbilled revenue are typically unsecured and are derived from revenue from customers majorly located in the United States of America and …” AR · +1 DOC | ||||||||
| Others | UNSTATED | — | — | — | SG&A | FY26 | EST | 70% |
| “Our Structure Our go-to-market business units are organized as: • Financial Services and Insurance • Retail, Consumer Packaged Goods, Transportation and Logist…” AR DOC | ||||||||
| China. | UNSTATED | — | — | — | SG&A | FY26 | EST | 70% |
| “Our Structure Our go-to-market business units are organized as: • Financial Services and Insurance • Retail, Consumer Packaged Goods, Transportation and Logist…” AR DOC | ||||||||
| Australia | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “and Award for Best Customer Journey Initiative in Australia • Infosys Finacle recognized as The World’s Best Software Provider for Virtual Accounts 2025 and Th…” AR · +1 DOC | ||||||||
| CRISILCRISIL Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “• Best-in-class employee experience and learning • Safe and inclusive workplaces Natural and Manufactured Capital 7th year Carbon neutral 71.22% Reduction in S…” AR DOC | ||||||||
| Business | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “Business description Strategy Our clients and prospective clients are faced with transformative business opportunities due to advances in software and computin…” AR · +1 DOC | ||||||||
| Securities and Exchange Board of India | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “(Not applicable to the Company during the audit period) f) The Securities and Exchange Board of India (Registrars to an Issue and Share Transfer Agents) Regula…” AR · +1 DOC | ||||||||
| Others | UNSTATED | — | — | — | R&D | FY26 | EST | 70% |
| “The changes in the carrying value of acquired intangible assets for the year ended March 31, 2025 are as follows: (In ` crore) Particulars Customer- related So…” AR DOC | ||||||||
| CDSLCentral Depository Services (India) Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 60% |
| “The password to open the .pdf file is your 8-digit Client ID for your NSDL account, or the last 8 digits of your Client ID for CDSL account, or Folio Number fo…” AR · +1 DOC | ||||||||
| FY27 | UNSTATED | — | — | — | — | FY27 | EST | 60% |
| “Near term and FY27 growth will be impacted due to low revenue from one large client.” CONCALL DOC | ||||||||
| North America | UNSTATED | — | — | — | — | 2026-10 | EST | 60% |
| “Jayesh Sanghrajka On the segments, if you look at North America, as I said earlier, there have been certain segments which were impacted because of the lower d…” CONCALL p.20 · 31-OCT-26 DOC | ||||||||
| SUPPLIER | BASIS | EST ₹CR | RANGE | % COST | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| AXISBANKAxis Bank Ltd. | UNSTATED | 37,351 | 37,351–37,351 | 27.4% | — | FY26 | EST | 70% |
| “Our efforts have also received strong external validation, including the Infosys Finacle Innovation Award 2025 for Maximising Customer Engagement and the Asian…” AR p.139 · 31-MAR-26 · +1 DOC | ||||||||
| PNBPunjab National Bank | UNSTATED | 36,853 | 36,853–36,853 | 27.0% | — | FY26 | EST | 70% |
| “Awarded Two Platinum and One Gold Category Awards in Infosys Finacle Innovation Awards 2025.” AR p.49 · 31-MAR-26 · +1 DOC | ||||||||
| UNIONBANKUnion Bank of India | UNSTATED | 30,097 | 30,097–30,097 | 22.1% | — | FY25 | EST | 75% |
| “S. No. Awarded by Award Name Award Category 1 Inosys Infosys Finacle Innovation Award 2024 Ecosystem led innovation- 1) STP Journeys 2) BBPS Loan Repayment 3) …” AR p.144 · 31-MAR-25 DOC | ||||||||
| INDUSINDBKIndusInd Bank Ltd. | UNSTATED | 13,034 | 13,034–13,034 | 9.6% | — | FY26 | EST | 75% |
| “Best Technology Bank – Winner Best AI and ML Adoption – Special Mention Best IT Risk Management – Special Mention Best Digital Sales – Special Mention h Infosy…” AR p.129 · 31-MAR-26 · +1 DOC | ||||||||
| FEDERALBNKFederal Bank Ltd. | UNSTATED | 8,363 | 8,363–8,363 | 6.1% | — | FY25 | EST | 70% |
| “TECHNOLOGY AND INNOVATION LEADERSHIP ACI South Asia Converge 2024 IBA Technology Awards 2024 SKOCH Award 2024 Infosys Finacle Innovation Awards 2024 CRIF Data …” AR p.58 · 31-MAR-25 DOC | ||||||||
| BOSCHLTDBosch Ltd. | UNSTATED | 5,646 | 3,105–5,646 | 4.1% | — | FY26 | EST | 75% |
| “She has served as Senior Vice- President and Global Head of Human Resources for Infosys Limited till 2005.” AR · +1 DOC | ||||||||
| RBLBANKRBL Bank Ltd. | UNSTATED | 4,040 | 4,040–4,040 | 3.0% | — | FY25 | EST | 70% |
| “Platinum Innovation Award for Technical Excellence Awarded at Infosys Finacle Innovations Awards.” AR p.31 · 31-MAR-25 DOC | ||||||||
| FACTFertilisers and Chemicals Travancore Ltd. | UNSTATED | 3,646 | 2,988–3,646 | 3.0% | — | 2026-10 | EST | 60% |
| “So first, one of the things we have learned again and again is what we see from our clients is that our clients trust Infosys in driving and delivering AI work.” CONCALL DOC | ||||||||
| JIOFINJio Financial Services Ltd. | UNSTATED | 990 | 990–990 | 0.7% | — | FY26 | EST | 75% |
| “He has also served as the Chairman of Infosys.” AR · +1 DOC | ||||||||
| SOBHASobha Ltd. | REV SHARE | 323 | 323–323 | 0.3% | — | FY25 | DISC | 90% |
| “Contractual: Following is the performance of the Contracts Vertical: (in ₹ million) Particulars 2024-25 2023-24 2022-23 2021-22 2020-21 Revenue – Contractual 3…” AR · +1 DOC | ||||||||
| TECHMTech Mahindra Ltd. | UNSTATED | — | — | — | — | FY25 | EST | 75% |
| “Prior to joining the Company, Mr. Mohit Joshi was President at Infosys and has served as the CEO of the Mexico business at Infosys.” AR DOC | ||||||||
| 3MINDIA3M India Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “Mr. M. D. Ranganath served as Chief Financial Officer of Infosys Ltd until November 2018.” AR DOC | ||||||||
| COHANCECohance Lifesciences Ltd. | UNSTATED | — | — | — | SG&A | FY25 | EST | 75% |
| “Over his distinguished tenure, he held several key roles, including Delivery Head for Europe, Head of Solution Consulting, Head of Infrastructure Management Se…” AR DOC | ||||||||
| KPITTECHKPIT Technologies Ltd. | UNSTATED | — | — | — | — | FY25 | EST | 75% |
| “During this period, he also served as the member of the executive committee of NASSCOM – the software industry body, Trustee of the Infosys Foundation, Board m…” AR DOC | ||||||||
| UNIONBANKUnion Bank of India | UNSTATED | — | — | — | CAPEX | FY25 | EST | 70% |
| “67Union Bank of India | Integrated Annual Report 2024-25 FinancialsReportsNotice Performance Metric Achievement Stakeholder Impact CSR Investment `121.40 Cr co…” AR p.70 · 31-MAR-25 DOC | ||||||||
| COFORGECoforge Ltd. | UNSTATED | — | — | — | — | FY25 | EST | 70% |
| “Gautam joins from Infosys where he served as Vice President - Financial Services and managed fastest growing portfolio of global financial services clients.” AR DOC | ||||||||
| RBLBANKRBL Bank Ltd. | UNSTATED | — | — | — | R&D | FY25 | EST | 70% |
| “Transformation Excellence: Co-Innovation R&D Set-Up with Finacle Core Banking Awarded at the Infosys Finacle Innovation Awards.” AR p.31 · 31-MAR-25 DOC | ||||||||
| SBILIFESBI Life Insurance Company Ltd. | UNSTATED | — | — | — | SG&A | FY25 | EST | 70% |
| “SBI Life Insurance Company Limited Integrated Annual Report 2024-25450 451Schedules Forming Part of Financial Statements Schedules Forming Part of Financial St…” AR p.254 · 31-MAR-25 DOC | ||||||||
| Business | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “(1) Considering the Supplier Code of Conduct is mandatorily applicable to all suppliers Business Responsibility and Sustainability Report Infosys Integrated An…” AR · +1 DOC | ||||||||
| Others | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “Details on assessment of value chain partners: % of value chain partners (by value of business done with such partners) that were assessed* Sexual harassment 8…” AR · +1 DOC | ||||||||
| United States | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “Market risk The Company operates internationally and a major portion of the business is transacted in several currencies and consequently the Company is expose…” AR · +1 DOC | ||||||||
| AXISBANKAxis Bank Ltd. | UNSTATED | — | — | — | SG&A | FY26 | EST | 70% |
| “Conversations in fiscal 2026 WhatsApp Banking ₹145 crores Fixed deposits booked via WhatsApp in fiscal 2026 78 Product journeys now entirely digitised 4.8 Rati…” AR p.94 · 31-MAR-26 DOC | ||||||||
| FACTFertilisers and Chemicals Travancore Ltd. | UNSTATED | — | — | — | COGS | 2026-10 | EST | 60% |
| “Or if the customer says, look, I have already made some investments, I want a composable modular agentic and AI platform which can help accelerate my own AI jo…” CONCALL DOC | ||||||||
| CANFINHOMECan Fin Homes Ltd. | UNSTATED | — | — | — | — | 2026-07 | EST | 60% |
| “And we have done so, a study, at least the top companies which are in IT, are definitely not -- the customers from those companies are not, like if you say, wh…” CONCALL p.13 · 31-JUL-26 DOC | ||||||||
| SOURCE | READ | % | LAST READ |
|---|---|---|---|
| ANNUAL | 2/2 | 100% | 15-OCT-26 |
| CONCALL | 5/5 | 100% | 10-NOV-26 |
| SCREENER | 1/1 | 100% | 10-NOV-26 |
| SIGNAL | VALUE | AS OF | INPUTS |
|---|---|---|---|
| CUST MOM 1M | +11.3% | 14-NOV-26 | from 15-OCT-26 · HDFC Bank Ltd. +10.6% w 1 · Central Depository Services (India) Ltd. +11.9% w 1 |
| DISTRESS SCORE | 0.017 | 13-OCT-26 | roe 0.32 · operatingMargin 0.24 · debtToEquity 0.1 · interestCoverage 97.14 · assetTurnover 1.16 · leverage 1.66 |
| SUPP MOM 1M | +15.2% | 14-NOV-26 | from 15-OCT-26 · Federal Bank Ltd. +7.7% w 0 · RBL Bank Ltd. +3.1% w 0 · IndusInd Bank Ltd. +3.3% w 0 · Jio Financial Services Ltd. +3.9% w 0 · Punjab National Bank +24.1% w 1 · Union Bank of India +17.6% w 0 |