Neutral Infosys Ltd For Target Rs. 1,650 by Motilal Oswal Financial Services Ltd
* INFO is likely to clock 1.0% QoQ CC decline for 4Q at the top end of guidance.
* While the deal pipeline is healthy, closures are facing delays due to slower decision-making. Clients remain focused on cost take-outs over discretionary spending, with tariff wars adding pressure.
* Operating margin is expected to dip by 70bp due to wage hike and visa cost impact, though cost optimizations and lower third-party expenses may partially offset the impact.
* We expect the company to provide initial FY26 revenue growth guidance band of 2.5-5%.
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