Infosys Share Price: AI se badhega business ya khatam? Market mein confusion!

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AuthorAarav Shah|Published at:
Infosys Share Price: AI se badhega business ya khatam? Market mein confusion!
Overview

Infosys ke liye ye quarter kaafi mixed raha hai. Ek taraf company ne apna saal ka revenue target thoda badha diya hai aur bol rahe hain ki AI ki wajah se unka business badhega. Lekin dusri taraf, market mein badi chinta hai ki kahin AI kahi IT services ka asli kaam na cheen le.

Numbers bol rahe hain, par market sun nahi raha?

Infosys ne Q3 FY26 mein revenue $5 billion register kiya, jo pichhle quarter se bas 0.6% zyada hai, aur constant currency mein 1.7% year-on-year growth hai. Lekin khush khabar ye hai ki company ne saal bhar ka guidance badha kar 3% se 3.5% kar diya hai, pehle ye 2% se 3% tha. CEO Salil Parekh ka kehna hai ki AI ab unke total revenue ka 5.5% ban gaya hai aur ye tezi se grow kar raha hai. Company 4,600 AI projects par kaam kar rahi hai aur AI tools use karke lakho lines ka code bhi generate kar chuki hai.

Par market ko AI se kyun lag raha hai darr?

Sabse badi chinta ye hai ki generative AI jo apps banane, unhe maintain karne ya test karne ka kaam hai, woh automate kar sakta hai. Nifty IT index apne peak se lagbhag 30% gir chuka hai isi darr se. Experts bol rahe hain ki AI se IT sector ka revenue 10-12% tak kam ho sakta hai aane wale saalon mein. Matlab, jahan Infosys AI ko ek naya mauka maan rahi hai, wahi market ko lagta hai ki AI kahi unka core business hi na khatam kar de.

Talent pe focus, par automation ka risk?

Is AI-first strategy ko support karne ke liye, Infosys 20,000 college graduates ko hire karne ka plan bana rahi hai. Par ye sab chal raha hai jab industry mein ye baat ho rahi hai ki AI jobs ko automate karega. Balance banana mushkil hai ki talent par itna paisa lagayein aur dusri taraf AI se efficiency bhi badhayein.

Broke company, par risk toh hai?

Infosys ki balance sheet ekdum strong hai, debt bahut kam hai (debt-to-equity ratio sirf 0.08 ke aas paas hai). Analyst bhi zyadaatar 'Hold' rating de rahe hain. Lekin Wipro jaisi companies ne toh FY26 ke liye revenue kam hone ka warning de diya hai. Isliye Infosys ko ab saboot dena hoga ki woh AI se sirf revenue hi nahi, accha profit bhi kama sakti hai, bina apne purane business ko damage kiye. Company ne AI firm Anthropic ke saath bhi deal ki hai, jisse lagta hai woh advanced AI solutions mein serious hai.

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