According to Mahantesh Sabarad, the guidance revision by Infosys is not expected to lead to a significant decline in EPS estimates, but it may delay expectations from the company. Analysts are likely to adjust their estimates, resulting in a similar target price. Sabarad does not anticipate major upgrades in EPS or target prices from analysts. The valuation of Infosys may be capped at 21-22 times forward earnings, and there may be a slight downgrade due to concerns about future delivery.