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Posted by
Two Blokes Jun 12 -
Filed in
Stock
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7 views
I maintain a Hold rating on Infosys due to ongoing macroeconomic uncertainties and cautious client spending, limiting transformational project growth. Revenue growth is mixed across verticals, with strength in Financial Services and Manufacturing offset by weakness elsewhere; topline growth remains sequentially lower. Infosys boasts record cash flow, solid capital allocation, and minimal stock-based compensation, but faces employee retention and competitive pressures.
