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Nomura remains bullish on Infosys despite profit pressure
Nomura backs Infosys as a top IT pick, expecting improved FY26 guidance despite near-term pressure on quarterly profitability.
Global brokerage Nomura has reiterated a positive outlook on Infosys, naming it a top pick within the IT services sector despite a sequential decline in third quarter profit. The brokerage expects the company’s FY26 revenue guidance to see an upward revision, supported by stable demand and margin resilience. Infosys is better positioned than peers to navigate near-term headwinds. The commentary comes as investors closely track guidance commentary amid mixed signals for global technology spending.