Infosys: A Top Pick During The Digital Revolution

Jul. 04, 2023 9:16 PM ETInfosys Limited (INFY) StockINFY2 Comments
Welbeck Ash Research
2.33K Followers

Summary

  • The IT consulting industry is expected to achieve strong growth as AI and other digital capabilities further present value to corporates.
  • We highlight AI, Cloud migration and related services, and cyber security as key areas of growth, in addition to its core development services.
  • Infosys is forecast to grow at a CAGR of 10% and maintain its industry-leading margins, which will support strong distributions to shareholders.
  • Infosys is attractively valued relative to its historical trading range.

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Investment thesis

Our current investment thesis is:

  • Infosys is positioned perfectly to exploit the improving demand for IT consulting services, boasting impressive profitability and deep expertise.
  • The company has grown incredibly well and is expected

This article was written by

Welbeck Ash Research
2.33K Followers
At the heart of our strategy lies a commitment to unearthing hidden gems through meticulous, bottom-up fundamental analysis. We focus on undercovered stocks and interesting ideas, seeking to tell compelling stories and reveal the hallmarks of enduring quality.Our approach goes beyond numbers—we delve deep into the core of each company, identifying strengths that promise long-term success. Through rigorous and disciplined valuation analysis, we ensure that every investment aligns with sound financial principles, steering clear of the fleeting whims of market sentiment and short-term gains.“Day to day, the stock market is a voting machine; in the long term it’s a weighing machine.”

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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