INFY

Infosys has faced near-term margin pressure due to muted discretionary tech spends globally. However, deal wins remain robust, especially in cloud and AI-led transformation projects. The company continues to focus on automation and cost efficiency to protect profitability. With large global clients in the US and Europe, Infosys stands to benefit once IT budgets normalize. Its strong balance sheet, stable dividend policy, and strategic investments in generative AI make it a steady long-term tech pick for investors.