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Infosys, Welspun among names in spotlight after mixed results

Infosys under margin stress; Welspun sees improving order book, industry rotation ahead.
Infosys and Welspun Enterprises are being watched closely after recent corporate updates. Infosys faced pressure after results fell short on margins, prompting cautious guidance from management. Meanwhile, Welspun’s order backlog hints at improvement, lifting hopes among investors. These divergent signals reflect sectoral rotation and selective buying interest. Analysts say direction in IT and infrastructure names could influence broader market sentiment this week.