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Infosys Drops ₹18,000 Cr Buyback Bomb! 19% Premium—Should You Sell or Hold?

Infosys has just sent shockwaves through Dalal Street with its largest-ever buyback worth ₹18,000 crore, offering shareholders ₹1,800 per share—a solid 19% premium to its last traded price of ~₹1,512 (Source: ET
, Reuters
, TOI
).

📌 Timeline & Key Points

Announcement Date: Sept 11, 2025

Buyback Size: ₹18,000 crore (~$2.04 billion)

Price: ₹1,800/share (19% premium)

Shares to be bought: ~10 crore (~2.41% of equity)

Method: Tender Offer route

📈 Market & Analyst Reaction

Stock surged on news; Jefferies calls it a risk-reward sweet spot.

Nomura reaffirms Infosys as a top IT pick, projecting 3–4% CC growth FY26.

Experts suggest tendering for gains, while long-term investors can see this as confidence in Infosys’s fundamentals.

⚠️ Risks to Watch

Infosys stock is still down ~20% YTD.

Global headwinds, especially the proposed U.S. HIRE Act (25% outsourcing tax), could weigh on IT earnings.

💡 Investor Takeaway
Buybacks can be powerful for EPS growth and stock stability. For short-term holders, the premium exit is attractive. For long-term investors, Infosys’s strong cash flows and financial discipline may make it worth holding through volatility.

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