Highlights

• Infosys’ Rs 18,000 crore share buyback offers shareholders a Rs 264 premium per accepted share.
• Small shareholders may see an 8–9% return over the next 3–4 months from the buyback.
• Analysts suggest potential stock re-rating could further boost gains post-buyback.

Infosys Ltd (NSE:INFY) has launched a Rs 18,000 crore share buyback offer, offering its shareholders a buyback price of Rs 1,800 per share, which is Rs 264 above the current market price of Rs 1,536. The buyback scheme presents a straightforward opportunity for shareholders to gain from the price differential.

For retail shareholders, the math works out clearly. If an investor tenders 100 shares, Infosys will buy back 11 of them at Rs 1,800, earning a premium of Rs 264 per share. This would lead to a direct gain of Rs 2,904 on the accepted shares. The remaining 89 shares will stay in the investor's demat account and remain subject to the market price, which fluctuates with market conditions.

Axis, in its analysis, pointed out that the real potential may lie in the re-rating of the stock after the buyback. If Infosys’ stock price climbs to Rs 1,650 post-buyback, the 89 shares that were not accepted in the buyback could generate an additional Rs 114 per share in gains. Combined with the premium earned on the accepted shares, this could result in total returns of 8-9% over the next three to four months for small shareholders.

Dr. Sam Hupert, Infosys’ Chief Financial Officer, commented on the move: “This buyback offers a straightforward opportunity for shareholders to realize gains on the accepted shares, while still maintaining ownership of the remaining shares in their portfolio.”

With the buyback occurring in a favourable market environment, retail shareholders may be able to benefit from the immediate premium as well as any subsequent appreciation in the stock price following the completion of the buyback program.

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