External broker reports(aggregated public sources), Axis Direct

Axis Direct

External broker reports(aggregated public sources)

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

<ul><li>Macro Headwinds: The business environment remains uncertain due to unresolved tariffs and geopolitical situations, leading clients to be cautious with discretionary spending and delaying decision-making.</li><li>Deal Wins/Pipeline: Infosys secured $3.1 Bn in large deals, with 67% being net new.</li><li>The company is benefiting from vendor consolidation, supported by its strong delivery capabilities and AI innovation</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Macro Headwinds: The business environment remains uncertain due to unresolved tariffs and geopolitical situations, leading clients to be cautious with discretionary spending and delaying decision-making.Deal Wins/Pipeline: Infosys secured $3.1 Bn in large deals, with 67% being net new.The company is benefiting from vendor consolidation, supported by its strong delivery capabilities and AI innovationContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Infosys Ltd - In-Line Performance; Steady Growth Ahead

Derivatives and Quantitative Strategist

Gaudenz Schneider

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/infosys-ltd" target="_blank" data-smartkarma-citation="entities:267:1" rel="noopener">Infosys (INFO IN</a> / INFY US) reports Q1 FY26 results on Thursday, 16 October 2025 at 15:45 IST; earnings days historically triggered outsized price moves.</li>
<li>
Expect Volatility: Results have historically driven price swings of up to ±9%. Options imply a ±3.5% swing. Implied volatility is expected to drop significantly post earnings.</li>
<li>
Portfolio Impact: As a Nifty 50 and BSE Sensex heavyweight, earnings-day moves ripple across the benchmark, making results market-relevant beyond the single stock.</li>
</ul>



Infosys (INFO IN / INFY US) reports Q1 FY26 results on Thursday, 16 October 2025 at 15:45 IST; earnings days historically triggered outsized price moves.

Expect Volatility: Results have historically driven price swings of up to ±9%. Options imply a ±3.5% swing. Implied volatility is expected to drop significantly post earnings.

Portfolio Impact: As a Nifty 50 and BSE Sensex heavyweight, earnings-day moves ripple across the benchmark, making results market-relevant beyond the single stock.


Consumer Analyst / Channel Surveillance Specialist, Trudence Capital Advisors

Pranav Bhavsar

Consumer Analyst / Channel Surveillance Specialist

Trudence Capital Advisors

Trudence Capital Advisors Private Limited is a SEBI-registered Research Analyst, holding SEBI registration number INH000015747. Our firm is dedicated to providing independent and unbiased research on Indian mid to large-cap companies. Trudence Capital is known for its counter-consensus views, with a focus on forensic research and on-ground primary investigations. Our research approach is thorough, involving detailed analysis of accounting practices and governance, alongside extensive channel checks.

Independent & Unbiased Research

<ul>
<li>The Trump administration's announcement of U.S. $100,000 fee for new H-1B petitions  triggered anxiety, travel confusion, and immediate negative market reaction for Indian IT names.</li>
<li>Tech workers in the US report heightened hostility, reluctance to travel, and SMB clients unable to absorb fees risk reduced sponsorship, higher attrition, and retention challenges.</li>
<li>While there may be limited short-term P&amp;L impact, but structural threats — including the HIRE Act — could reshape delivery models, near-shoring, and pricing over 6–18 months.</li>
</ul>


The Trump administration's announcement of U.S. $100,000 fee for new H-1B petitions  triggered anxiety, travel confusion, and immediate negative market reaction for Indian IT names.
Tech workers in the US report heightened hostility, reluctance to travel, and SMB clients unable to absorb fees risk reduced sponsorship, higher attrition, and retention challenges.
While there may be limited short-term P&amp;L impact, but structural threats — including the HIRE Act — could reshape delivery models, near-shoring, and pricing over 6–18 months.


H-1B Fee Fallout: An Employee’s Perspective and Implications for Indian IT

<ul><li>Infosys Ltd. has approved the buyback of 10 Cr shares at Rs 1,800/share for an aggregate amount not exceeding 18,000 Cr.</li><li>The buyback offer amounts to 2.4% of the aggregate paid-up share capital of the company, and will be executed through a Tender route.</li><li>15% of the offer is reserved for the Small Shareholders or Retail Investors with less than 2 Lc category.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Infosys Ltd. has approved the buyback of 10 Cr shares at Rs 1,800/share for an aggregate amount not exceeding 18,000 Cr.The buyback offer amounts to 2.4% of the aggregate paid-up share capital of the company, and will be executed through a Tender route.15% of the offer is reserved for the Small Shareholders or Retail Investors with less than 2 Lc category.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Special Situation Alpha - Infosys Ltd - Buyback

Forensic Analyst, Trudence Capital Advisors

Nitin Mangal

Forensic Analyst

<ul>
<li>
<a href="https://www.smartkarma.com/entities/infosys-ltd" target="_blank" data-smartkarma-citation="entities:267:1" rel="noopener">Infosys Ltd (INFO IN)</a> made headlines in the market after approving share buyback worth INR 180 bn at INR 1800 per share.</li>
<li>The buyback is the largest in company's history and represents 2.4% of the paid up capital. </li>
<li>However, from the shareholders lens, the buyback would be tax-inefficient, after the regulatory changes which came in effect from Oct 2024.</li>
</ul>



Infosys Ltd (INFO IN) made headlines in the market after approving share buyback worth INR 180 bn at INR 1800 per share.
The buyback is the largest in company's history and represents 2.4% of the paid up capital. 
However, from the shareholders lens, the buyback would be tax-inefficient, after the regulatory changes which came in effect from Oct 2024.


Infosys Buyback: Tax-Inefficient for Shareholders?

India

Infosys Limited provides IT consulting and software services, including e-business, program management and supply chain solutions. The Group's services include application development, product co-development, and system implementation and system engineering. Infosys targets businesses specializing in the insurance, banking, telecommunication and manufacturing sectors.

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Infosys Ltd (INFO IN)

Infosys Ltd - In-Line Performance; Steady Growth Ahead

The business environment remains uncertain due to unresolved tariffs and geopolitical situations, leading clients to be cautious with discretionary...

Axis Direct

Infosys (INFO IN) Q2 Results:

Infosys will report Q2 results on Thu,16 Oct. Historically significant price swings potentially impacting Nifty 50 and BSE Sensex. Option markets...

Gaudenz Schneider

H-1B Fee Fallout: An Employee’s Perspective and Implications for Indian IT

Trump's $100,000 fee for new H-1B petitions causes anxiety, travel confusion, and negative market reaction for Indian IT names, leading to...

Pranav Bhavsar

Special Situation Alpha - Infosys Ltd - Buyback

Infosys Ltd. has approved the buyback of 10 Cr shares at Rs 1,800/share for an aggregate amount not exceeding 18,000 Cr.

Axis Direct

Infosys Buyback: Tax-Inefficient for Shareholders?

Infosys Ltd approved a record-breaking share buyback worth INR 180 bn at INR 1800 per share, but shareholders may face tax inefficiencies due to...

Nitin Mangal

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52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Infosys Ltd - In-Line Performance; Steady Growth Ahead

The business environment remains uncertain due to unresolved tariffs and geopolitical situations, leading clients to be cautious with discretionary...

Axis Direct

Infosys (INFO IN) Q2 Results:

​Infosys will report Q2 results on Thu,16 Oct. Historically significant price swings potentially impacting Nifty 50 and BSE Sensex. Option markets...

Gaudenz Schneider

H-1B Fee Fallout: An Employee’s Perspective and Implications for Indian IT

​Trump's $100,000 fee for new H-1B petitions causes anxiety, travel confusion, and negative market reaction for Indian IT names, leading to...

Pranav Bhavsar

Special Situation Alpha - Infosys Ltd - Buyback

Infosys Ltd. has approved the buyback of 10 Cr shares at Rs 1,800/share for an aggregate amount not exceeding 18,000 Cr.

Axis Direct

Infosys Buyback: Tax-Inefficient for Shareholders?

​Infosys Ltd approved a record-breaking share buyback worth INR 180 bn at INR 1800 per share, but shareholders may face tax inefficiencies due to...

Nitin Mangal

Infosys will report Q2 results on Thu,16 Oct. Historically significant price swings potentially impacting Nifty 50 and BSE Sensex. Option markets...

Trump's $100,000 fee for new H-1B petitions causes anxiety, travel confusion, and negative market reaction for Indian IT names, leading to...

Infosys Ltd approved a record-breaking share buyback worth INR 180 bn at INR 1800 per share, but shareholders may face tax inefficiencies due to...