Jan 16 (Reuters) - Infosys rose 5% on Friday after unexpectedly raising its fiscal 2026 revenue forecast, pointing to a ​possible turnaround for India's $283 billion IT industry as AI-led partnerships ‌drive deals. Shares of India's No.2 software services exporter led gains on the Nifty ‌50 index with its strongest intraday rise in four months and lifted the Nifty IT sub-index 2.2% higher. Infosys's push for vendor consolidation is boosting growth prospects, while its AI library is strengthening its pos ...

Japanese trading house Mitsubishi Corp said on Friday it would take over the U.S. shale production of Aethon Energy Management for $7.53 billion including debt. ...

Group 1 - The article discusses Infosys Limited (INFY), a global IT services and consulting company based in India, indicating that this is the third analysis of the company [1] - The previous recommendation for the stock was a Hold, suggesting a cautious outlook on its performance [1] - The focus of the analysis is on producing objective, data-driven research, particularly on small- to mid-cap companies, while also providing insights on large-cap names for a broader market perspective [1]

Key Takeaways INFY posted Q3 fiscal 2026 EPS of 21 cents, beating estimates as earnings rose 10.5% year over year.Infosys' revenues grew 3.2% to $5.1B, with strong growth in the manufacturing and communications segments.INFY raised fiscal 2026 revenue growth guidance to 3-3.5% on a constant-currency basis.Infosys (INFY) reported third-quarter fiscal 2026 results, wherein earnings and revenues surpassed the Zacks Consensus Estimate. For the fiscal third quarter, the company reported adjusted earnings of 21 c ...

Core Insights - Infosys reported better-than-expected third-quarter earnings with adjusted earnings of 21 cents per share, surpassing market estimates of 20 cents per share, and sales of $5.099 billion, up from $4.939 billion in the same period last year [1][2] Financial Performance - The company achieved adjusted earnings of 21 cents per share, exceeding market expectations [1] - Sales increased to $5.099 billion, reflecting a year-over-year growth from $4.939 billion [1] Strategic Focus - Infosys emphasized its differentiated value propositions in enterprise AI through Infosys Topaz, which is driving higher market share and positioning the company as a preferred AI partner for clients [2] - The CEO highlighted the importance of reskilling and empowering the workforce to succeed in an AI-augmented environment [2] Future Outlook - Infosys projects FY26 revenue growth of 3% to 3.5% in constant currency [3] - Following the earnings announcement, Infosys shares fell by 3.9% to trade at $18.58 [3] Analyst Ratings - Stifel analyst David Grossman maintained a Hold rating on the stock and raised the price target from $16.5 to $19 [4] - BMO Capital analyst Keith Bachman maintained a Market Perform rating and increased the price target from $18 to $20 [4]

Core Insights - Infosys reported better-than-expected third-quarter earnings with adjusted earnings of 21 cents per share, surpassing market estimates of 20 cents per share, and sales of $5.099 billion, up from $4.939 billion in the same period last year [1][2] Financial Performance - The company achieved adjusted earnings of 21 cents per share compared to market expectations of 20 cents per share [1] - Sales increased to $5.099 billion from $4.939 billion year-over-year [1] Strategic Focus - CEO Salil Parekh highlighted the company's strong performance in enterprise AI through Infosys Topaz, which is driving higher market share and positioning Infosys as a preferred AI partner for clients [2] - The commitment to reskill and empower the workforce is central to the company's strategy in an AI-augmented environment [2] Future Outlook - Infosys projects FY26 revenue growth of 3% to 3.5% in constant currency [3] - Following the earnings announcement, Infosys shares fell by 3.9% to $18.58 [3] Analyst Ratings - Stifel analyst David Grossman maintained a Hold rating on the stock and raised the price target from $16.5 to $19 [4] - BMO Capital analyst Keith Bachman maintained a Market Perform rating and increased the price target from $18 to $20 [4]

Core Insights - Infosys Ltd. (NYSE:INFY) experienced a significant stock price increase of 10.45%, closing at $19.35, following a positive revenue outlook and a price target upgrade from an investment firm [1][3]. Financial Performance - The company raised its revenue guidance for the full fiscal year 2026 to a range of 3% to 3.5% and adjusted its operating margin expectations to 20% to 22% [2]. - In the third quarter, Infosys reported a revenue increase of 3.2%, reaching $5.099 billion compared to $4.939 billion in the same period last year, contributing to a nine-month revenue growth of 4% to $15.1 billion from $14.5 billion [3]. - However, net income attributable to shareholders decreased by 7% to $747 million from $804 million year-on-year, while the nine-month attributable net income increased by 2% to $2.39 billion from $2.34 billion [4]. Strategic Initiatives - The CEO of Infosys, Salil Parekh, highlighted the company's strong Q3 performance, emphasizing its differentiated value propositions in enterprise AI through Infosys Topaz, which are enhancing market share and client partnerships [5]. - The company is committed to reskilling and empowering its workforce to succeed in an AI-augmented environment [6]. Market Reactions - Following the earnings results, Goldman Sachs raised its price target for Infosys shares by 1% to $19.10 from $18.90 [6].

It posted sequential revenue growth of 0.6% and year-on-year growth of 1.7% in constant currency terms. In dollar terms, revenues rose 0.5% sequentially and 3.2% year-on-year to $5 billion.TCS reported a 0.8% rise in revenue in constant currency terms but posted a 2.6% year-on-year decline. In contrast, HCLTech recorded stronger growth, with an increase of 4.2% quarter-on-quarter and 4.8% year-on-year. Infosys revised its revenue growth guidance for FY26 to 3%–3.5%, indicating improving visibility on demand ...

Core Viewpoint - Infosys Limited is a leading player in technology services and consulting, demonstrating strong revenue performance despite a slight miss in earnings per share (EPS) estimates [1][2]. Financial Performance - On January 14, 2026, Infosys reported an EPS of $0.17, which was below the estimated $0.20, while revenue reached approximately $5.04 billion, exceeding expectations of $4.93 billion [2][5]. - The strong revenue performance is attributed to increased demand for technology services from financial services clients, prompting the company to raise its annual forecast range [3]. Valuation Metrics - Infosys has a price-to-earnings (P/E) ratio of approximately 23.83 and a price-to-sales ratio of about 4.05, indicating a positive market valuation of its earnings and revenue [3]. Financial Health - The company maintains a low debt-to-equity ratio of 0.085, reflecting conservative use of debt, and a strong liquidity position with a current ratio of approximately 2.28, showcasing its ability to cover short-term liabilities [4][5].

Exhibit 99.3 Form of Release to Stock Exchanges Infosys Logo Infosys Limited Regd. office: Electronics City, Hosur Road, Bengaluru 560 100, India CIN : L85110KA1981PLC013115 Website: www.infosys.com email: investors@infosys.com T: 91 80 2852 0261, F: 91 80 2852 0362 Statement of Consolidated Audited Results of Infosys Limited and its subsidiaries for the quarter and nine months ended December 31, 2025 prepared in compliance with the Indian Accounting Standards (Ind-AS) | | | | | (in crore, except per equity ...