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09 Oct 2026, 14:32 IST

Infosys Limited

HDFC Securities · BUY · target Rs 1,250

The report notes Infosys had zero PERM filings in FY25 and estimates only a ~3bps EBIT margin impact from the suspension.

From IT Update Oct26 HSIE, written by HDFC Securities. Orivam summarised it; the view is HDFC Securities's, not Orivam's.

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