October 2, 2025
Infy
Today, the Bears cornered a Blue-Chip with impeccable credentials and hammered the living daylights out of it. They raked in a massive fortune of Rs. 50,000 crore at the cost of hapless investors
Today, the Bears cornered a Blue-Chip with impeccable credentials and hammered the living daylights out of it. They raked in a massive fortune of Rs. 50,000 crore at the cost of hapless investors




There is Hanky-Panky In Infosys’ Accounts: Whistle Blower

Normally, complaints by anonymous whistle blowers are ignored by the mandarins of Dalal Street.

This is because any random person and mischief-monger can level these complaints, with no accountability.

However, the complaint in the case of Infosys spread like wildfire.

The complaint alleges that there is serious hanky-panky in the accounts of Infosys and that the revenue has been overstated while the expenditure has been understated.

Brokerages swung into action and predicted dire consequences for the stock.

Morgan Stanley warned that the Whistle blower complaint would put the stock under pressure.

Jefferies opined that there would be “P/E De-rating” due to lack of confidence in corporate governance practices.

Investors were reminded of previous fiascos such as the Vishal Sikka vs. Narayana Murthy controversy and the Panaya acquisition controversy when the stock had been de-rated from 20x PE to 13x PE.

Credit Suisse claimed that there would be a “lot of potential uncertainty“.

Nandan Nilekani, the distinguished and Billionaire Chairman of Infosys, tried to do some damage control and douse the fires.

He assured that the allegations would be probed to the fullest extent and that both the CEO and the CFO have been recused to ensure independence.

However, before anyone could make sense of what was happening, the stock sunk like a stone.

By the EOD, the stock had lost 16% and the monetary loss was a colossal fortune of Rs. 50,000 crore.





Was the disclosure of complaint delayed to enable insiders to load up on Puts?

One aspect which is intriguing is as to why Infosys delayed releasing the letter to the stock exchanges.

Though the letter is dated 20th September and was received by the Company on 30th September, it was informed to the stock exchanges yesterday, 21st October.

According to some knowledgeable observers, this delay gave some unscrupulous insiders enough time to load up on Puts.





Put Buyers make 500% gain (in 5 days)

The unscrupulous Bears who loaded up on the Puts took home a massive gain of 500% for just 5 days of work.

Not the first time that Infy has tanked

Anyway, the consoling aspect is that this is not the first time that Infy has tanked.

In just the last 10 years, it has tanked 10 times.

On 12th April 2013, it lost a massive 21.3% of its valuation.

However, the stock has always come back from the ashes and delivered massive gains to investors.

Hopefully, this time will be no different and the beleaguered investors will be able to get their money back in one piece sooner or later!








1 thought on “Bears Make Rs. 50,000 Cr (In One Day) From Blue-Chip Stock Amidst Allegations Of Hanky-Panky & Insider Trading

  1. Its a dog eat dog world. Genuine and long term investors are suffering and where as some fraudsters are making money with insider info.

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