What changed in H-1B rules and why does it matter for Infosys share?

From 27 February 2026, the US will use a wage-weighted selection for H-1B and charge $100,000 for new applications. Higher salaries gain priority. This raises onsite hiring costs and likely curbs entry-level approvals. Investors expect more offshore work to defend margins, making execution updates key for Infosys share.

Will the new fee hit margins meaningfully for Infosys?

Directionally yes, for onsite-heavy ramps. The $100,000 fee and higher wage thresholds increase upfront costs. The impact depends on mix, pricing power, and subcontractor use. If Infosys shifts delivery to India and improves utilization, margin compression can be limited. Quarterly commentary will guide how much pressure persists.

What levels should traders watch on Infosys share near term?

Support sits near ₹1,652 with ₹1,610 as a secondary, the Bollinger midpoint. Resistance is ₹1,682 and then ₹1,700-1,720. RSI at 64.75 favors buyers if volumes hold. A daily close above ₹1,682 could target the upper band near ₹1,682-1,700. Below ₹1,652, risk grows toward ₹1,610.

How do the rules affect Indian IT stocks beyond Infosys?

Sector-wide, US staffing costs rise and junior approvals may fall, slowing onsite-heavy projects. Larger firms like TCS can pivot faster to offshore delivery and higher-value roles. Stock reactions will track offshoring speed, pricing discipline, and cash flows. Policy clarity into FY27 should reduce uncertainty for Indian IT stocks.

Law and Government

INFY.NS Stock Today: December 27 – H-1B Shift Puts Margin at Risk

ByHuzaifa Zahoor December 27, 2025December 27, 2025

Infosys share traded at ₹1,663.4 today, flat on the day, as investors weighed US H-1B visa changes that start on 27 February 2026. The shift to a wage-weighted selection and a $100,000 fee per new application could raise onsite costs and slow junior approvals. That puts operating margins at risk, even as delivery may move offshore. With INFY.NS up 3.06% in 5 days but down 19.05% YTD, we review margin math, technicals, and what it means for Indian IT stocks.