Infosys has achieved a significant milestone in global brand recognition, being acknowledged as the fastest growing IT services brand worldwide. The company has demonstrated exceptional brand value growth with a compound annual growth rate of 15%, positioning itself as a leader in the competitive IT services sector.

Brand Valuation and Market Position

The recognition places Infosys among the top three most valuable IT services brands globally, with the company's brand valued at $16.4 billion. This achievement underscores the company's strong market presence and the value it has created in the global technology services landscape.

Enhanced Brand Strength Performance

Infosys has significantly improved its Brand Strength Index score, achieving 86.8 out of 100. This enhanced score reflects the company's robust brand equity and demonstrates its ability to maintain strong brand positioning in the highly competitive IT services market.

Industry Leadership Recognition

The acknowledgment as the fastest growing IT services brand worldwide highlights Infosys's consistent performance and strategic brand building efforts. The 15% CAGR in brand value growth represents substantial progress in building brand equity and market recognition across global markets.

This recognition reinforces Infosys's position as a leading player in the global IT services industry, demonstrating the company's ability to build and maintain strong brand value while achieving consistent growth in brand recognition and market positioning.

Infosys faced significant selling pressure from mutual funds in December 2025, with outflows of ₹8,624 crore making it the most sold stock for the month. However, the IT major's recent strong quarterly performance and improved guidance have begun to restore investor confidence, with several brokerages upgrading their outlook on the stock.

Mutual Fund Selling Pressure

According to Prime Database estimates, mutual funds sold ₹8,624 crore worth of Infosys shares during December 2025. The selling was primarily led by major asset management companies:

The selloff followed a 14.00% decline in the stock during 2025, though Infosys has gained around 4.00% in 2026, reflecting a modest recovery in market confidence.

Strong Q3 Performance Beats Estimates

Infosys delivered better-than-expected Q3 results that have improved the investment outlook:

The company also raised its FY26 constant currency revenue growth guidance to 3.00-3.50% from the earlier range of 2.00-3.00%, providing better visibility for the March quarter and strengthening expectations for FY27.

Brokerage Upgrades and Target Price Revisions

Several leading brokerages have responded positively to Infosys's improved performance and outlook:

Motilal Oswal expects FY27 growth to accelerate to over 6.00% year-on-year in organic constant currency terms, representing a sharp improvement from recent quarters. The brokerage noted this as "an early indicator of AI services spends inflection in mid-2026."

Analyst Perspectives on Growth Trajectory

Jefferies analyst Akshat Agarwal provided a balanced view, stating that "Infosys's higher growth guidance of 3.00-3.50% appears to reflect the Q3 beat rather than a better Q4, though management commentary was upbeat." The firm raised estimates by up to 1.00% and expects Infosys to deliver 7.50% recurring earnings-per-share compound annual growth over FY26-28.

Nuvama highlighted the company's deal momentum, noting that "Infosys has delivered two consecutive quarters of solid deal-wins and growth, which provide high growth visibility for coming quarters." The firm expects recent deal momentum to drive growth, aided by generative AI reaching an inflection point.

Market Outlook and Investment Thesis

Axis Securities adopted a more cautious stance, describing the sequential growth trajectory as suggesting "a stable environment rather than an improving one," while still maintaining a buy rating based on 23 times December 2027 earnings.

Motilal Oswal emphasized the shifting risk-reward dynamics, stating that "Infosys is well placed to benefit from enterprise-wide AI spending, given its discretionary-heavy mix." The brokerage believes that at current valuations, upside risks meaningfully outweigh downside risks.

The improved management outlook provides critical visibility for investors assessing whether large-cap IT has found a floor after months of uncertainty. The Q4 growth implied by the new guidance would represent meaningful acceleration from recent quarters, potentially establishing a stronger foundation for FY27 performance.