बायबॅकची चर्चा: बाजारातील दबावामध्ये शेअर्स परत खरेदी करणाऱ्या ३ भारतीय स्टॉक्सवर लक्ष!

Stock Investment Ideas

Published on 22nd November 2025, 1:39 AM

Author

Aditi Singh | Whalesbook News Team

Overview

गुजरात हेवी केमिकल्स, इन्फोसिस, आणि फेअरकेम ऑरगॅनिक्स शेअर बायबॅक करत आहेत, जी अनेकदा कमी मूल्य (undervaluation) किंवा रोख परताव्याचे संकेत देते. GHCL महसुलातील घट आणि फेअरकेमच्या नफ्यात घट होत असताना, आयटी दिग्गज इन्फोसिस मागणीच्या आव्हानांना तोंड देत आहे. प्रमोटर्स दोन प्रकरणांमध्ये सहभागी नसलेले बायबॅक, बाजारातील प्रतिकूलता आणि असमान चक्रांच्या दरम्यान व्यवस्थापनाचा आत्मविश्वास दर्शवतात. गुंतवणूकदार या कृतींचा सध्याच्या आर्थिक दबावांविरुद्ध आणि भविष्यातील विस्तार योजनांच्या तुलनेत शेअरच्या कामगिरीवर कसा परिणाम होतो हे पाहत आहेत.

Infosys Ltd

₹ 1,5450.55%

21 Nov – close price

🔗infosys.com•BSE: 500209•NSE: INFY

Market Cap₹ 6,41,751 Cr.

Current Price₹ 1,545

High / Low₹ 2,007

Stock P/E23.9

Book Value₹ 223

Dividend Yield2.78 %

ROCE40.6 %

ROE30.3 %

Face Value₹ 5.00

Sales₹ 1,41,233 Cr.

OPM24.2 %

Mar Cap₹ 6,41,751 Cr.

ABOUT

Infosys Ltd provides consulting, technology, outsourcing and next-generation digital services to enable clients to execute strategies for their digital transformation.[1]It is the 2nd largest Information Technology company in India behind TCS.[2]

KEY POINTS

Digital Services (~57% of revenues)[1]It comprises of services and solution offerings of the group that enables clients to transform their businesses. It includes offerings that enhance customer experience, leverage AI-based analytics and big data, engineer digital products and IoT, modernize legacy tech systems, migrate to cloud applications and implement advanced cyber-security systems.[2]

Peer Comparision

S.No.	Name	Current Price (Rs.)	Price to Earning	Market Capitalization (Rs.Cr.)	Dividend yield (%)	Net Profit latest quarter (Rs.Cr.)	YOY Quarterly profit growth (%)	Sales latest quarter (Rs.Cr.)	YOY Quarterly sales growth (%)	Return on capital employed (%)	Sales (Rs.Cr.)	OPM (%)	Profit after tax (Rs.Cr.)	Profit after tax latest quarter (Rs.Cr.)	Price to book value	Return on assets (%)	Debt to equity
1.	TCS	3150.60	22.66	1139570.40	1.90	12131.00	8.54	65799.00	2.40	64.63	257688.00	26.72	50289.69	12925.69	10.71	32.07	0.10
2.	Infosys	1545.00	23.93	641750.59	2.78	7759.00	13.29	36907.00	7.74	40.58	141233.00	24.23	26818.28	7718.28	6.93	21.36	0.04
3.	HCL Technologies	1608.00	25.71	436370.60	3.36	4236.00	0.00	31942.00	10.67	31.61	122427.00	21.17	16976.00	4235.00	6.12	16.95	0.10
4.	Wipro	244.49	18.99	256393.51	2.45	3262.40	1.17	22697.30	1.77	19.51	89654.90	19.82	13500.00	3246.20	2.99	10.82	0.19
5.	LTIMindtree	5926.00	36.10	175772.43	1.10	1381.20	12.00	10394.30	10.19	27.63	39667.50	17.06	4869.10	1401.10	7.51	15.83	0.10
6.	Tech Mahindra	1461.50	31.91	143108.60	3.08	1201.70	-4.45	13994.90	5.12	18.56	54015.70	14.34	4485.00	1194.50	5.21	9.04	0.07
7.	Persistent Systems	6296.50	59.67	99365.62	0.56	471.47	45.07	3580.72	23.59	30.44	13218.70	18.28	1665.16	471.47	13.78	16.84	0.06
–	Median: 70 Co.	316.27	26.39	765.5	0.28	11.38	14.88	63.5	13.93	19.93	205.49	19.32	29.98	11.38	3.99	11.82	0.07

Quarterly Results

Standalone figures in ₹ crores

	Sep 2022	Dec 2022	Mar 2023	Jun 2023	Sep 2023	Dec 2023	Mar 2024	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025
Sales	31,567	32,389	30,531	31,811	32,629	32,491	32,001	33,283	34,257	34,915	34,136	35,275	36,907
Expenses	23,624	24,517	22,583	23,877	24,635	24,377	24,286	25,119	25,856	26,361	25,757	26,829	28,059
Operating Profit	7,943	7,872	7,948	7,934	7,994	8,114	7,715	8,164	8,401	8,554	8,379	8,446	8,848
Other Income	1,267	1,177	766	1,001	1,350	1,582	3,483	721	1,737	1,001	1,323	882	2,268
Profit before tax	8,488	8,295	7,957	8,146	8,517	8,876	10,414	8,128	9,407	8,844	9,061	8,660	10,469
Tax %	26%	25%	26%	27%	27%	26%	19%	29%	28%	28%	27%	29%	26%
Net Profit	6,253	6,210	5,904	5,956	6,245	6,552	8,480	5,768	6,813	6,358	6,628	6,114	7,759
EPS in Rs	14.86	14.80	14.23	14.35	15.05	15.79	20.43	13.89	16.41	15.31	15.96	14.72	18.68

Profit & Loss

Standalone Figures in ₹ Crores / Yearly

	Mar 2014	Mar 2015	Mar 2016	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	TTM
Sales	44,341	47,300	53,983	59,289	61,941	73,107	79,047	85,912	103,940	124,014	128,933	136,592	141,233
Expenses	31,808	33,330	38,274	42,082	44,644	54,433	59,012	61,455	76,112	93,320	97,176	103,093	107,006
Operating Profit	12,533	13,970	15,709	17,207	17,297	18,674	20,035	24,457	27,828	30,694	31,757	33,499	34,227
Other Income	2,576	3,749	3,006	3,062	4,019	2,852	2,700	2,467	3,224	3,859	7,417	4,782	5,474
Interest	6	8	0	0	0	0	114	126	128	157	277	221	208
Depreciation	1,101	913	1,115	1,331	1,408	1,599	2,144	2,321	2,429	2,753	2,944	2,619	2,459
Profit before tax	14,002	16,798	17,600	18,938	19,908	19,927	20,477	24,477	28,495	31,643	35,953	35,441	37,034
Net Profit	10,194	12,164	12,693	13,818	16,155	14,702	15,543	18,048	21,235	23,268	27,234	25,568	26,859
EPS in Rs	22.30	26.48	27.63	30.08	36.98	33.65	36.49	42.36	50.48	56.09	65.61	61.56	64.67
Dividend Payout %	35%	56%	44%	43%	59%	64%	48%	64%	61%	61%	70%	70%	–

Compounded Sales Growth

10 Years:11%

5 Years:12%

3 Years:10%

TTM:7%

Compounded Profit Growth

10 Years:8%

5 Years:11%

3 Years:6%

TTM:-3%

Stock Price CAGR

10 Years:11%

5 Years:6%

3 Years:-1%

1 Year:-19%

Return on Equity

10 Years:28%

5 Years:32%

3 Years:33%

Last Year:30%

Balance Sheet

Standalone figures in ₹ crores

	Mar 2014	Mar 2015	Mar 2016	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Sep 2025
Equity Capital	286	574	1,148	1,148	1,092	2,178	2,129	2,130	2,103	2,074	2,075	2,076	2,077
Reserves	41,806	47,494	59,934	66,869	62,410	60,533	60,105	69,401	67,203	65,671	79,101	85,256	90,481
Borrowings	0	0	0	0	0	0	3,165	3,854	3,786	4,266	3,766	3,459	3,799
Other Liabilities	10,620	13,745	11,650	11,868	11,870	15,678	15,086	18,043	25,454	28,547	30,008	33,648	37,160
Total Liabilities	52,712	61,813	72,732	79,885	75,372	78,389	80,485	93,428	98,546	100,558	114,950	124,439	133,517
Fixed Assets	5,732	7,347	8,248	8,605	9,157	10,497	13,974	14,599	14,938	15,431	14,327	13,359	13,176
Gross Block	10,420	12,869	14,709	16,240	18,143	20,669	26,105	28,812	30,239	30,700	30,973	31,137	–
Accumulated Depreciation	4,688	5,522	6,461	7,635	8,986	10,172	12,131	14,213	15,301	15,269	16,646	17,778	–
CWIP	954	769	934	1,247	1,442	1,212	945	906	411	275	277	778	1,089
Investments	6,717	6,857	11,078	24,977	17,899	18,139	17,922	24,155	28,336	28,162	34,659	38,518	38,973
Other Assets	39,309	46,840	52,472	45,056	46,874	48,541	47,644	53,768	54,861	56,690	65,687	71,784	80,279
Total Assets	52,712	61,813	72,732	79,885	75,372	78,389	80,485	93,428	98,546	100,558	114,950	124,439	133,517

Cash Flows

Standalone Figures in ₹ Crores / Yearly

	Mar 2014	Mar 2015	Mar 2016	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025
Cash from Operating Activity	9,148	7,955	9,578	10,478	12,475	13,989	15,572	19,902	22,096	19,169	20,787	29,409
Cash from Investing Activity	-2,272	628	-1,216	-13,533	5,678	-637	-170	-6,286	-3,163	952	-3,305	-1,956
Cash from Financing Activity	-3,177	-4,961	-6,908	-6,968	-20,536	-14,571	-17,391	-9,566	-24,275	-25,857	-15,825	-21,379
Net Cash Flow	3,699	3,622	1,454	-10,023	-2,383	-1,219	-1,989	4,050	-5,342	-5,736	1,657	6,074

Ratios

Standalone Figures in ₹ Crores / Yearly

	Mar 2014	Mar 2015	Mar 2016	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025
Debtor Days	60	67	66	67	72	67	71	70	67	61	71	71
Inventory Days	–	–	–	–	–	–	–	–	–	–	–	–
Days Payable	–	–	–	–	–	–	–	–	–	–	–	–
Cash Conversion Cycle	60	67	66	67	72	67	71	70	67	61	71	71
Working Capital Days	18	4	36	44	57	46	51	47	34	40	69	53
ROCE %	36%	36%	32%	29%	30%	31%	32%	35%	39%	44%	46%	41%

Shareholding Pattern
Numbers in percentages

	Dec 2022	Mar 2023	Jun 2023	Sep 2023	Dec 2023	Mar 2024	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025
Promoters	15.11%	15.14%	14.94%	14.89%	14.78%	14.71%	14.61%	14.43%	14.43%	14.60%	14.61%	14.30%
FIIs	36.29%	35.09%	33.44%	33.60%	33.70%	34.11%	32.74%	33.28%	33.30%	32.89%	31.92%	30.08%
DIIs	32.50%	33.59%	34.58%	35.19%	35.51%	35.62%	37.28%	37.81%	38.19%	38.32%	39.39%	41.46%
Public	15.53%	15.67%	16.52%	15.83%	15.52%	15.06%	14.91%	14.01%	13.62%	13.72%	13.62%	13.70%

Documents

Announcements

Infosys Foundation Announces The Winners Of The Aarohan Social Innovation Awards 2025

1d - Infosys Foundation awarded eight innovators INR 2 crore total—winners announced Nov 21, 2025 across three sectors (education, healthcare, environment).

Announcement under Regulation 30 (LODR)-Allotment of ESOP / ESPS

Announcement under Regulation 30 (LODR)-Newspaper Publication

2d - Newspaper advertisement pertaining to despatch of Letter of Offer

Notice to Eligible Shareholders - Buyback of Equity Shares

19 Nov - Buyback of 10 crore shares at ₹1,800 each (₹18,000 crore); open Nov 20–26, 2025; record date Nov 14, 2025.

Letter of Offer

18 Nov - Infosys to buy back up to 10 crore shares at ₹1,800 each (Nov 20–26, 2025), totaling up to ₹18,000 crore.