Infosys shares gain as rupee depreciates further
By Ankur Chandra | Updated at: Dec 4, 2025 02:31 PM IST
Infosys shares are on the rise today. At 1:20 p.m. IST, 4th December, 2025, its stock price is up by 0.91%, trading at Rs 1,593. Nifty 50 index is up by 0.059% at this time. Other IT stocks are also gaining today. TCS, Tech Mahindra, HCL Tech, Wipro are some other IT shares that are in the top gainers today.
Depreciation in rupee against the dollar
The depreciation in the value of rupee seen since yesterday may prove to be beneficial for Infosys. In FY 25, the US & North American market generated around $11.7 billion in revenue for Infosys. This accounted for around 57% of the total revenue of the company in the financial year. This revenue from the North American / US market is earned in dollars. So when rupee depreciates against the dollar, the value of the revenue earned in dollars is increased in rupee terms. A major part of the expenses of Infosys, such as a large portion of employee costs, are paid in rupees. So depreciation in rupee against the dollar may also result in effective cost savings for the company. That is the reason why its shares have been gaining for the past two days.
The Indian rupee breached the Rs 90/ dollar mark yesterday. The rupee has been the worst performing currency in Asia in the past one year. It has depreciated by more than 5% against the dollar in this period. The weakening rupee may also increase the competitiveness of Infosys vis-à-vis competitors from other countries.
Infosys shares have lost more than 15% YTD in 2025
In the past 5 days, Infosys shares have gained around 1.9%. Year-to-date (YTD) in 2025 the stock has lost 15.41%. Nifty 50 index has gained 9.51% in this period. The stock has underperformed the Nifty 50 index by more than 24% in this period.
Nifty IT index has lost 13.69% YTD in 2025. Infosys shares have underperformed the Nifty IT index by more than 1% this year. Infosys has the highest weight of 28.40% in Nifty IT index.
Disclaimer : This content is only for informational purpose. It does not make any recommendation to act or invest.
Source: NSE, Infosys
