Research Insight-1 Infosys Limited Full Document in detail PDF

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Gives all details related to company stock share, shareholders, Porters five forces analysis, important financial ratios, company way forward and finally conclusion...

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RESEARCH INSIGHT-1

INDUSTRY: TECHNOLOGY By NITESH PATIL

General Overview: Infosys is a global leader in next-generation digital services and consulting. Infosys enable clients in 46 countries to navigate their digital transformation. With nearly four decades of experience in managing the systems and workings of global enterprises, Infosys expertly steer our clients through their digital journey. We do it by enabling the enterprise with an AI-powered core that helps prioritize the execution of change. We also empower the business with agile digital at scale to deliver unprecedented levels of performance and customer delight. Our always-on learning agenda drives their continuous improvement through building and transferring digital skills, expertise, and ideas from our innovation ecosystem.

Shareholding Pattern:

Holder's Name

No of Shares

% Share Holding

No Of Shares

4260660846

100.00%

Promoters

551682338

12.95%

Foreign Institutions

1391940912

32.67%

NBanks Mutual Funds

1391940912

13.24%

Others

887623483

20.83%

General Public

429697714

10.09%

Financial Institutions

420144456

9.86%

GDR

15514732

0.36%

Quarter Ending: March 2021 Shareholding belonging to the category: "Promoter and Promoter Group"

Name of the Shareholder

Total Shares held

Shares pledged or otherwise encumbered

Number

As a % of grand total (A) + (B) + (C)

Nandan M Nilekani

40,783,162

0.96

0

0

0

N R Narayana Murthy

16,645,638

0.39

0

0

0

S Gopalakrishnan

41,853,808

0.98

0

0

0

Asha Dinesh

38,579,304

0.91

0

0

0

Dinesh Krishnaswamy

32,479,590

0.76

0

0

0

Rohini Nilekani

34,335,092

0.81

0

0

0

Sudha Gopalakrishnan

95,357,000

2.24

0

0

0

Akshata Murty

38,957,096

0.91

0

0

0

S D Shibulal

2,166,768

0.05

0

0

0

Sudha N Murty

34,550,626

0.81

0

0

0

Janhavi Nilekani

11,887,562

0.28

0

0

0

Kumari Shibulal

8,896,930

0.21

0

0

0

Nihar Nilekani

12,677,752

0.3

0

0

0

Rohan Murty

60,812,892

1.43

0

0

0

GAURAV MANCHANDA

13,736,226

0.32

0

0

0

Deeksha Dinesh

7,646,684

0.18

0

0

0

% of Total shares Number held

As a % of grand total (A) + (B) + (C)

Name of the Shareholder

Shares pledged or otherwise encumbered

Total Shares held

Number

As a % of grand total (A) + (B) + (C)

Divya Dinesh

7,646,684

0.18

0

0

0

Meghana Gopalakrishnan

4,834,928

0.11

0

0

0

Shruti Shibulal

2,737,538

0.06

0

0

0

Shreyas Shibulal

23,874,350

0.56

0

0

0

777,600

0.02

0

0

0

MILAN SHIBULAL MANCHANDA

13,935,868

0.33

0

0

0

BHAIRAVI MADHUSUDHAN SHIBULAL

6,509,240

0.15

0

0

0

TANUSH NILEKANI CHANDRA

% of Total shares Number held

As a % of grand total (A) + (B) + (C)

Management of the Company: Salil Parekh, as Chief Executive Officer and Managing Director, sets and evolves the strategic direction for the company and its portfolio of offerings, while nurturing a strong leadership team to drive its execution. Salil has nearly three decades of global experience in the IT services industry with a strong track record of driving digital transformation for enterprises, executing business turnarounds and managing successful acquisitions. He is a member of the National Council of the Confederation of Indian Industry (CII).

Pravin Rao is the Chief Operating Officer of Infosys and a Whole-time Director of the Board. He was inducted on January 10, 2014 as a member of the Board. He is a member of the Stakeholder Relationship Committee and the Corporate Social Responsibility Committee of the Board. As the Chief Operating Officer, Mr. Rao has overall strategic and operational responsibility for the entire portfolio of the Company’s offerings. Mr. Rao oversees the key functions of global delivery and business enablement. He has over 35 years of industry experience. Since joining Infosys in 1986, he has held a number of senior leadership roles including Interim Chief Executive Officer and Managing Director, Head of Infrastructure Management Services, Delivery Head for Europe, and Head of Retail, Consumer Packaged Goods, Logistics and Life Sciences. Mr. Rao holds a degree in Electrical Engineering from Bangalore University, India. He is a member of the Executive Council of the National Association of Software and Service Companies (NASSCOM).

Nandan Nilekani is the Co-founder and Chairman of EkStep, a not-forprofit effort to create a learner centric, technology based platform to improve basic literacy and numeracy for millions of children. He was most recently the Chairman of the Unique Identification Authority of India (UIDAI) in the rank of a Cabinet Minister. Nandan Nilekani was previously the Co-chairman, Infosys Technologies Limited, which he co-founded in 1981.

Kiran Mazumdar-Shaw is Chairperson and Managing Director of Biocon Limited, a biotechnology company based in Bangalore, India. Kiran is highly respected in the corporate world and has been named among TIME magazine’s 100 most influential people in the world. The Economic Times placed her at India Inc.’s top 10 most powerful women CEOs for the year 2012. Her pioneering efforts in biotechnology have drawn global recognition for both the Indian industry and Biocon. Kiran holds a bachelor’s degree in Zoology from Bangalore University, India, and is qualified as a Master Brewer from Ballarat University, Australia.

D. Sundaram, Vice Chairman & Managing Director, TVS Capital Funds Ltd. D. Sundaram's experience spans corporate finance, business performance, monitoring operations, governance, mergers & acquisitions, talent/people management and strategy. Sundaram joined Hindustan Unilever Limited as Management Trainee in June 1975; and served in various capacities as Corporate Accountant, Commercial Manager and Treasurer till 1990. He was seconded to Unilever, London as Commercial Officer for Africa and Middle East Group between 1990 and 1993. He was the Commercial Manager of TOMCO integration team in 1993 / 94. He was CFO of Brooke Bond Lipton from 1994 to 1996 and served in Unilever London between 1996 to 1999, as Sr. Vice President (Finance, IT and Strategy) for South Asia and Middle East. In April 1999 he returned to HUL as Finance & IT Director. Michael Gibbs is an Independent Director of Infosys. He is the former Group CIO for BP, PLC having responsibility for setting and implementing BP’s IT strategy and providing computing and telecommunications technology services worldwide. As CIO, Michael led a transformation of the IT function at BP, reorganizing the function and operating model. He led improvements in Cyber Security and the application of emerging digital technologies including plans for a migration of legacy data centers to the cloud.

Uri Levine is a passionate serial entrepreneur and disruptor. He co-founded Waze, the world's largest community-based driving traffic and navigation app, with more than 500 million drivers around the globe, which was acquired by Google in June 2013 for more than US$1.1 billion. Levine is heading “The Founders Kitchen”, a company-builder fund, serving as co-founder and chairman of FeeX, FairFly, Refundit, and Fibo. He also serves on the Board of Directors of Moovit, Seetree, LiveCare, HERE Technology and Dynamo. Bobby Parikh is the Managing Partner of Bobby Parikh Associates, a boutique firm focused on providing strategic tax and regulatory advisory services. Over the years, Parikh has had extensive experience in advising clients across a range of industries. India has witnessed significant deregulation and a progressive transformation of its policy framework. An area of focus for Parikh has been to work with businesses, both Indian and multinational, in interpreting the implications of the deregulation as well as the changes to India’s policy framework, to help businesses better leverage opportunities that have become available and to address challenges that resulted from such changes. Chitra Nayak has over 25 years of experience in go-to-market, general management, and operations leadership roles at various organizations. She currently serves as a Member of the Board at Invitae, a medical genetics company; at Morneau Shepell, a tech-enabled HR services company; at Forward Air, a freight and logistics company; and at Intercom, a messaging platform company. She also advises startups on go-to-market strategies. Most recently, she was the Chief Operating Officer, overseeing the go-to-market strategy at Comfy, a real-

estate tech startup, and prior to that she was COO at Funding Circle, an online SMB lending marketplace. Chitra has been in leadership roles at Salesforce for eight years as COO, Platform and Senior Vice President, Global Sales Development. She was earlier part of AAA, Charles Schwab, and the Boston Consulting Group.

SWOT Analysis of Infosys:

Strengths: ❖ High Skill level in IT ❖ Strong financial position ❖ Positioned as high-end differentiated player ❖ Large work force of 1,51,151

Weakness: ❖ Struggles to grab high profit US Federal govt. projects ❖ Much smaller revenue than its global competitors (HP, IBM, Accenture) ❖ Weak in high-end management consultancy, Accenture rules this space

Opportunities: ❖ New emerging market in China, Korea ❖ Greater scope for product innovation ❖ Domestic demand for IT products growing at 20%

Threats: ❖ Global economic slowdown ❖ Management transition from founders to professionals ❖ Increased competition from low wage countries like China, Indonesia

Competitive Analysis:

Stock

PB Ratio

Dividend Yield

29.1

7.34

2.03%

Tata Consultancy Services Ltd

35.47

13.11

1.23%

Wipro Ltd

26.56

5.22

0.20%

HCL Technologies Ltd

22.06

4.78

1.32%

Infosys Ltd

PE Ratio

Conclusion: Infosys does not just want to be a corporation which just focuses on increasing its business and revenue, rather its vision is to be a corporation which provides best business solution by indulging best talented people and eventually to become a reputed and respected corporation. Infosys focuses on maintaining fairness, honesty and courtesy towards their clients, employees, vendors and society in their path of achieving their objective. They believe that these three key aspects were the main factors in achieving their vision....