Infosys Shares Plunge 2.88% as Trading Volume Falls to 381st Rank Amid India Tech Sector Pressures and AI Transition Challenges

On Sept. 25, 2025, Infosys (INFY) closed with a 2.88% decline, trading on volume of $0.3 billion, ranking 381st in market activity for the session. The stock’s underperformance coincided with mixed macroeconomic signals in the Indian tech sector, where earnings expectations remain under pressure amid regulatory scrutiny of large IT firms.

Analysts noted that Infosys’ recent earnings guidance has lagged behind peers in the global outsourcing space, with investors rotating into AI-focused rivals showing stronger near-term momentum. The company’s quarterly report highlighted a 2.1% sequential drop in new client acquisitions, signaling potential challenges in maintaining market share against competitors offering cloud-native solutions.

Market participants emphasized structural headwinds facing India’s IT industry, including rising labor costs and currency volatility. Infosys’ reliance on dollar-denominated contracts exposed it to rupee depreciation risks, which have amplified equity market volatility in recent months. However, long-term investors remain cautiously optimistic about the company’s restructuring initiatives, including its pivot toward higher-margin AI and cybersecurity services.

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