Information Technology Services
Infosys Limited (INFY) edges up 5% intraday
Infosys Limited (NSE: INFY) gains 5% intraday to ₹1037.7, nearing support at ₹1023 but not clearing 6M resistance.
Infosys Limited (INFY) edged up from its support zone, gaining +5% to reach ₹1037.7 on the NSE today. This move comes post-concall momentum following the Q4FY26 earnings release, despite the stock not clearing resistance and still approaching support. Infosys, a leading player in the technology sector, specifically within information technology services, saw a company-specific move today, not necessarily aligned with broader sector momentum.
Technical setup — trendlines & DMA
From a technical perspective, Infosys is currently navigating a challenging chart structure. The 6M support trendline stands at ₹1022.71, with the stock just 1.44% above this level, indicating proximity to a critical support zone. Resistance is notably higher at ₹1262.66, suggesting a significant gap to any potential upside. The 50-DMA at ₹1149.2 is above the 200-DMA at ₹1393.6, signaling a bearish trend. The stock is currently trading 14.26% below the 50-DMA and 29.30% below the 200-DMA, highlighting its weak position relative to these moving averages. Within its 52W range of ₹982.4 to ₹1728.0, the stock is in the lower third, 7% up from the 52W low but still -39.9% from the 52W high, suggesting that much of the downside risk may already be priced in.
Snapshot: ₹1,037.70 on 2026-07-02 (chart frozen at publication)
Fundamentals & business context
On the fundamental side, Infosys presents a mixed picture. With a PE of 13.1 and profit margins at 16.4%, the stock appears reasonably valued given its revenue CAGR of 3.4% and profit CAGR of 3.6%. However, the PEG ratio of 3.64 suggests that the stock might be overvalued relative to its growth rate. Institutional ownership stands at 51.8%, indicating a level of confidence from sophisticated investors. There was no specific NSE catalyst today, but the recent concall provided insights into the company’s performance and outlook.
Algorithmic scorecard
The algorithmic scorecard reflects a balanced but cautious outlook for Infosys. The overall score indicates a stock that is fundamentally sound but technically challenged. Two of the strongest signals are the company’s very good dividend yield of 5.0%, making it a strong income generator, and its very low debt level with a D/E ratio of 0.09, showcasing excellent financial health. On the flip side, the weakest signals highlight a slow revenue CAGR of 3.4% and an overvalued PEG ratio of 3.64, suggesting that the stock’s price may not fully align with its growth prospects. Additionally, the stock’s bearish trend, with the 50-day average below the 200-day average, and its breakdown below support levels, point to underlying technical weaknesses that investors should monitor closely.
Company outlook
In the recent Q4FY26 concall, Infosys highlighted several strengths, including revenue exceeding US$20 billion with 3.1% constant currency growth, a strong adjusted operating margin of 21%, and generating US$3.7 billion in free cash flow, which is 112.6% of net profit. The company also noted a large deal TCV for fiscal 2026 at US$14.9 billion, with 55% being net new, and collaboration with 90% of top 200 clients on their AI journeys. However, weaknesses included no guidance provided for future years beyond the current fiscal year and lower operating and free cash flows by approximately 1,400 crore in FY26 due to higher income tax refunds in FY25.
Looking ahead, Infosys management outlined several strategic plans and outlooks. They expect an acceleration of growth in financial services, energy, utility, and resources sectors in FY2027, with margin guidance set between 20% to 22%. The company plans to focus on AI services with a guidance of 1.5 to 3.5% growth for the full year and will maintain a disciplined approach to M&A, focusing on tuck-in acquisitions to bridge white spaces and accelerate growth. Infosys also reiterated its capital allocation policy to return 85% of free cash flow to shareholders over a five-year period, signaling a continued commitment to shareholder value.
Get all details on INFY — P&L, peers, shareholding and more on TradeAlone.
Information Technology Services
Redington Limited (redington) Partners with Opswat to Enhance Critical Infrastructure Protection
Redington Limited (NSE: REDINGTON) partners with OPSWAT to scale critical infrastructure protection across the Middle East, Africa, and CIS.
Redington Limited (NSE: REDINGTON) announced a strategic partnership with OPSWAT, a global leader in critical infrastructure protection (CIP) cybersecurity solutions, to enhance security across the Middle East, Africa, and the Commonwealth of Independent States (CIS).
Strategic Collaboration
This partnership combines OPSWAT’s advanced CIP solutions with Redington’s regional sales, technical, warehousing, logistics, and financing capabilities. Together, they aim to provide specialized protection for segmented, air-gapped, and operational technology (OT) environments across government, defence, banking, telecoms, energy, utilities, and other regulated sectors.
Focus on Managed Services
Through Redington’s DigiGlass offering, partners will be able to extend customer engagements into 24/7 security operations without upfront investments. This initiative will help partners build integrated solutions addressing the security and compliance requirements of critical environments.
OPSWAT’s specialized capabilities for protecting files, removable media, segmented networks, and OT environments will be combined with infrastructure and cybersecurity technologies available through Redington’s portfolio. This partnership will enable partners to deliver complete, outcome-based CIP propositions, rather than standalone products.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Redington Limited
Redington Limited belongs to the Technology › Information Technology Services sector. Here’s a quick read on where the business and the stock stand today.
Redington gains 45.8% over three months and trades near its 52-week highs. The PEG stands at 8.13 — severely stretched. Any earnings miss could trigger a sharp de-rating. Razor-thin margins below 5% make profitability extremely vulnerable — this business needs scale or pricing power urgently. Buyers show up with 1.7x the volume of sellers. Moreover, they dominated on 18 of recent sessions versus 12 for sellers — a healthy accumulation pattern. The stock rises 45.8% in three months on 14.5% revenue growth. As a result, the market gives it more credit than the fundamentals strictly justify. Watch the next quarterly results. If growth accelerates, the move makes sense. If not, expect some gains to unwind. Check Fundamentals of Redington Limited.
COFORGE
Coforge Limited Expands Kraków Engineering Center as Strategic AI Hub
Coforge Limited (NSE: COFORGE) expands its Kraków Engineering Center, becoming a strategic AI hub, reflecting strong client demand and Coforge’s investment i.
Coforge Limited (NSE: COFORGE) has announced the continued expansion of its Kraków, Poland engineering center, which has rapidly become a strategic AI engineering and nearshore delivery hub serving clients across Europe and globally. Since opening in 2025, the center has grown from supporting a single anchor engagement to a multi-client, multi-practice delivering AI-first engineering, cloud, and modernization services for global clients. The facility now employs more than 375 engineers and is expected to grow to more than 660 professionals by 2027, reflecting strong client demand and Coforge’s continued investment in AI-enabled engineering and delivery.
Strategic Expansion in Europe
Located in one of Europe’s leading technology hubs, Kraków offers a combination of engineering depth, scalability, and nearshore proximity. The location provides access to a strong pipeline of engineering graduates and technology professionals while enabling close collaboration with clients across European and UK time zones.
Growing Demand for AI-Enabled Engineering
The rapid scale-up of our Kraków center reflects two major market shifts: growing demand for AI-enabled engineering and the need for delivery models that combine proximity, specialized talent, and speed. The center serves a growing portfolio of clients across sectors including travel, banking, logistics, retail, and enterprise services. Coforge has recently expanded the Kraków center with more than 20,000 square feet of new workspace and scalable infrastructure to accommodate increasing client demand and workforce growth.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Coforge Limited
Coforge Limited belongs to the Technology › Information Technology Services sector. Here’s a quick read on where the business and the stock stand today.
Coforge gains 21.3% over three months and trades near its 52-week highs. Thin margins at 9.6% leave limited room for error — any demand softness or cost spike hits the bottom line hard. Revenue grows at 26.9% and profits at 30.9% CAGR. Both numbers are exceptional. The stock gives back 11.9% in the last month despite a positive three-month run. As a result, the earlier momentum appears to be fading. Revenue grows at 26.9% and profits at 30.9%. The business is in good shape. Moreover, a stock that does not move despite strong fundamentals often offers better value than one already priced for perfection. Check Fundamentals of Coforge Limited.
Information Technology Services
Ltm Limited (NSE: LTM) Recognized with ISG Paragon Awards North America 2026 for Transformation
LTM Limited (NSE: LTM) announced its clients Carrier and PHINIA were recognized at the ISG Paragon Awards North America 2026 for transformation.
LTM Limited (NSE: LTM), the Business Creativity partner to the world’s largest enterprises, announced that its clients PHINIA and Carrier have been recognized at the ISG Paragon Awards North America 2026. LTM received recognition in the Excellence category for its work with PHINIA and in the Transformation category for its work with Carrier. The ISG Paragon Awards recognize enterprise-provider partnerships that leverage technology, innovation, and new operating models to deliver measurable business impact.
Carrier’s Transformation Journey
Following significant M&A activities, Carrier, a global leader in intelligent climate and energy solutions, sought to address a fragmented technology landscape. LTM partnered closely with Carrier to lead the establishment of an enterprise-wide Application Total Cost of Ownership (TCO) and Application Portfolio Rationalization (APR) capability powered by SAP LeanIX. By integrating data from ServiceNow, Apptio Cloudability, procurement, and operational systems, the joint team developed a standardized cost model, executive decision-support dashboards, and a scalable rationalization framework. This initiative enhanced financial transparency, strengthened portfolio governance, and improved strategic decision-making across the enterprise.
PHINIA’s IT Operations Transformation
LTM helped PHINIA, a leading global automotive and industrial manufacturer, to transform its IT operations through observability, automation, AI-driven support, and infrastructure modernization. By implementing LogicMonitor observability, a cross-trained Command Center, CMDB optimization, FinOps practices, and application modernization initiatives, the organization reduced incident resolution times, improved service stability, accelerated infrastructure provisioning, and lowered operating costs. A great example of how LTM enabled greater visibility and control across PHINIA’s technology landscape to drive operational excellence at scale.
These recognitions reflect the power of strong client partnerships and a shared commitment to transformation. We are proud to work alongside PHINIA and Carrier to deliver measurable business outcomes through technology-led innovation and operational excellence,” said Gururaj Deshpande, Chief Delivery Officer, LTM.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of LTM Limited
LTM Limited belongs to the Technology › Information Technology Services sector. Here’s a quick read on where the business and the stock stand today.
LTM posts a 11.0% three-month gain, but softens in the last few weeks. The PEG stands at 5.07 — severely stretched. Any earnings miss could trigger a sharp de-rating. Revenue consistency is the one bright spot — zero dips in five years shows operational resilience. RSI stands at 30, well into oversold territory. Yet sellers still dominated on 19 of recent sessions versus 11 for buyers, so the pressure has not fully lifted. Revenue grows at 8.4% CAGR — a respectable pace. However, the stock drops 11.0% in three months without an obvious fundamental trigger. Sector-wide pressure or a valuation re-rating can persist for longer than expected. Therefore, there is no rush to step in. Check Fundamentals of LTM Limited.
-
ANURAS3 days agoAnupam Rasayan India Limited Completes Acquisition of Bliss GVS Pharma, Marks Third Strategic Step
-
Consumer Cyclical2 days agoThomas Cook (india) Limited (thomascook) Deepens Spiritual Tourism Strategy with Entry into Varanasi
-
ARIS2 days agoArisinfra Solutions Limited (aris) Secures Second Transcon Mandate for ₹400 Cr GDV Project in Kalina
-
Consumer Cyclical2 days agoCosmo FIRST Limited (NSE: Cosmofirst) Zigly Pet Care Expands Veterinary Care Footprint with Acquisition of Leading Speciality Vet Clinic
-
Industrials2 days agoKrystal Integrated Services Limited (krystal) Secures Rs. 8.75 Cr Manpower Contract from Kosol Energie
-
PINELABS2 days agoPine Labs Limited (NSE: Pinelabs) Extends Five-year Technology Partnership with Woolworths Group
-
PRESTIGE2 days agoPrestige Estates Projects Limited (prestige) Completes Two Landmark Residential Developments in Hyderabad
-
Basic Materials2 days agoGanesh Benzoplast Limited (ganeshbe) Signs Agreements to Sell Liquid Storage Tank and Railway Network Businesses
