infy results Outlook: Analyst Views and Industry Trends

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Analysts are expecting Infosys to report a revenue growth of 4-5% year-over-year, driven by strong demand from clients in the US and Europe.

According to a report by Morgan Stanley, Infosys' deal wins in the fourth quarter are expected to be robust, with a focus on cloud and digital transformation services.

Analysts at Goldman Sachs are forecasting a 4.5% revenue growth for Infosys, with a strong performance from its banking and financial services segment.

Infosys' focus on automation and artificial intelligence is expected to drive its growth in the coming quarters, according to a report by Jefferies.

The Indian IT industry is expected to see a moderate growth in the next fiscal year, driven by increasing demand from clients in the US and Europe.

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Financial Performance

Infosys has reported a consolidated net profit of Rs 6,185 crore for the quarter ended March 2025, a mere 1% sequential rise. The consolidated revenue is expected to rise by just 0.7% sequentially to Rs 37,718 crore.

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The IT major has guided for 6-8% revenue growth in constant currency terms for FY24, with a margin guidance of 21-23%. This is a significant revision from its earlier guidance of 4-7% revenue growth.

Infosys has maintained its FY19 revenue guidance in constant currency at 6-8% despite a challenging macroeconomic environment. The company's revenue from operations increased to Rs 14,354 crore in the June quarter, up from Rs 13,411 crore in the previous three-month period.

Here's a summary of Infosys' financial performance:

Revenue Rises 8% YoY to 6,128 Cr

Infosys reported a significant increase in revenue for the quarter. The company's revenue rose 8% year-over-year (YoY) to Rs 6,128 cr.

This growth is a testament to the company's strong financial performance. Infosys' revenue has consistently shown a steady increase over the years.

Here are some key statistics from the company's financial performance:

The company's revenue growth is a positive sign for the industry as a whole. It suggests that Infosys is well-positioned to take advantage of emerging trends and opportunities.

Infosys' revenue growth is also a result of the company's focus on innovation and cost optimization. The company has been investing heavily in emerging technologies like AI and cloud computing, which are expected to drive growth in the coming years.

Numbers Disappoint

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Infosys Q4 numbers disappointed the Street, with a 28% QoQ drop in profit at Rs 3,690 cr.

The operating margin for Infosys came in at 21.5 per cent, down from 23.5 per cent in the December quarter and 24.5 per cent in the year-ago quarter.

Infosys Q4 revenue was Rs 38,650 crore, a 0.4% sequential drop but a 3.2% year-on-year growth.

The IT major's FY24 revenue growth guidance was revised downwards to 1-3.5% from 4-7%.

Infosys' consolidated revenue of Rs 40,925 crore in Q4FY25 was up 8% from Rs 37,923 crore in the corresponding quarter of the previous financial year.

Infosys' operating margins are expected to be between 20-22% in the current fiscal.

Infosys' dollar guidance of 8-10% for the year ending March 2013 was lower than expectations of 10-15%.

The company's ADRs slumped nearly 9% on the NYSE on weak Q4 numbers and subpar guidance.

Infosys fell 3.86%, pulling down the stock of rivals Tata Consultancy Services and Wipro as investors expected the gloom to spread.

Stock Performance

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Infosys shares have shown a mixed performance in recent times. They ended 1.5% higher at Rs 1,428 on Tuesday. In the last 12 quarters, Infosys shares have delivered negative returns on post-earnings day 50% of the time.

Last year's March quarter report card had eroded over 7% value from the bluechip stock. Infosys shares surged 10% in pre-market trade post Q1 nos. The stock has an important support at Rs 1,350 and resistance at Rs 1,500.

Heavy short positioning ahead of results, with OI up 16% and stock down 2% this expiry, was noted by Emkay Global. Infosys shares jump 7% on Q3 results.

Shares Surge 4% Ahead of Meeting

Infosys shares surged 4% ahead of a board meeting to discuss a buyback plan. This announcement came amidst a backdrop of underperformance in the stock market and broader challenges within the Indian IT sector.

The buyback plan is a potential equity buyback proposal to be considered at the upcoming board meeting. Despite these headwinds, Infosys reported positive YoY growth in net profit and revenue for the first quarter.

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Infosys Q1 Results showed a 9% YoY increase in profit to Rs 6,921 crore, with revenue up 8% YoY. The company's reported revenues at $4,941 million, growth of 4.8% YoY.

The operating margin at 20.8%, declined by 0.3% YoY and 0.2% QoQ. Basic EPS at $0.20, increased by 5.8% YoY.

Infosys is now at an important support level, with a stock price of Rs 1,350 and resistance at Rs 1,500. Heavy short positioning ahead of results, with OI up 16% and stock down 2% this expiry.

Stock Price May Experience Further Pressure

Infosys' stock price may experience further pressure due to its recent Q4 miss and mixed FY23 guidance. The IT firm posted a 28.2% drop in sequential net profit at Rs 3,690 crore for the March quarter.

Analysts consider the Q4 miss an aberration, but it could bring some weakness on the counter in the short term. Their long-term targets suggest double-digit potential upside for the scrip.

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In the last 12 quarters, Infosys shares have delivered negative returns on post-earnings day 50% of the time. Last year's March quarter report card had eroded over 7% value from the bluechip stock.

The company's slower growth trajectory is not expected to change any time soon, considering its unambitious forecast for FY18. This could lead to further pressure on the stock price.

Software bellwether Infosys has seen its stock decline seven out of eight times on the day of its quarterly results in the past two years. This trend suggests a high likelihood of a decline in the stock price.

Brokerages remained mixed on Infosys stock following Q1 results, with Jefferies recommending a 'Buy' while Nomura suggested a 'Reduce'. This mixed response could lead to further volatility in the stock price.

Infosys' shares tanked 9% post Q1 results, and the company may post a 0.43% QoQ drop in revenue at Rs 17,654 crore. This decline could be a sign of further pressure on the stock price.

The company's ADR on the New York Stock Exchange plumbed 7.7% to $16.62 per share post results Friday, indicating a significant decline in the stock price. This could be a warning sign for investors.

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Earnings and Growth

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Infosys has reported a 9% YoY growth in its consolidated net profit at Rs 6,921 crore for the first quarter ended June.

The company's revenue from operations rose 8% YoY to Rs 42,279 crore, beating expectations.

Infosys has maintained its FY25 revenue growth guidance of 3-4% in constant currency.

The IT major had reported a net profit of Rs 5,129 crore in the December quarter.

Infosys' profits grew 11.3% to Rs 16,029 crore, with the company's revenue from operations rising 9.5% YoY to Rs 44,010 crore.

Infosys' Q1 results beat expectations, with the company's consolidated net profit rising 9% YoY to Rs 6,921 crore.

Infosys' revenue growth has been steady, with the company reporting 8% YoY growth in Q1.

Infosys' FY20 revenue growth guidance was 7.5-9.5% in constant currency terms.

Infosys has maintained its FY25 revenue guidance, with the company expecting revenue growth of 3-4% in constant currency.

Infosys' Q1 revenue from operations rose 8% YoY to Rs 42,279 crore, with the company's consolidated net profit rising 9% YoY to Rs 6,921 crore.

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Infosys' FY26 revenue growth guidance is 0-3% in constant currency, with the company expecting an operating margin of 20-22%.

Infosys' Q1 net profit rose 12.4% to Rs 4,272 crore, with the company's consolidated revenue increasing 8.5% YoY to Rs 23,665 crore.

Infosys has maintained its FY25 revenue growth guidance, with the company expecting revenue growth of 3-4% in constant currency.

Infosys' Q1 net profit rose 12% to Rs 4,233 crore, beating Street estimates.

Infosys' FY20 revenue growth guidance was 7.5-9.5% in constant currency terms, with the company's profits growing 11.3% to Rs 16,029 crore.

Infosys' Q1 revenue from operations rose 8% YoY to Rs 42,279 crore, with the company's consolidated net profit rising 9% YoY to Rs 6,921 crore.

Infosys' FY25 revenue growth guidance is 3-4% in constant currency, with the company expecting an operating margin of 20-22%.

Infosys' Q1 net profit rose 3.7% to Rs 3,612 cr, with the company announcing a 1:1 bonus issue.

Infosys' FY19 revenue guidance was 6-8% in constant currency terms, with the company's consolidated net profit rising 9% YoY to Rs 6,921 crore.

Revenue 9% YoY to 6,921 Crore

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Infosys reported a 9% year-on-year growth in its consolidated net profit at Rs 6,921 crore for the first quarter ended June.

This significant growth in profit is a testament to the company's strong financial performance.

Infosys' revenue from operations rose 8% YoY to Rs 42,279 crore.

The IT company's revenue growth is a positive sign for the industry, which has been facing macroeconomic instability and delayed client decisions.

Infosys' Q1 results beat expectations, providing a positive signal at a time when the software services sector is facing slowing growth.

The company's strong revenue growth is expected to continue in the future, driven by large deals and a strong deal pipeline.

Infosys' revenue growth guidance for FY26 was raised, indicating the company's confidence in its future prospects.

Infosys' Q1 net profit up 3.7% to Rs 3,612 cr; 1:1 bonus issue announced, however, the company maintained its FY19 revenue guidance in constant currency at 6-8 per cent.

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Credit: youtube.com, Infosys Q1 Results: Profit beats estimates, zooms 9% YoY to Rs 6,921 cr; revenue up 8%

The company's strong financial performance is a result of its focus on cost optimization and its ability to adapt to changing market conditions.

Infosys' revenue growth is a key driver of its stock price, which surged 7% on Q3 results, beating expectations.

The company's strong revenue growth is expected to continue in the future, driven by its strong deal pipeline and expected recovery in discretionary spending.

Grows 11% YoY to 4,078 Crore

Infosys Q4 result saw a notable growth in net profit, increasing by 11% YoY to Rs 4,078 crore.

This growth is significant, especially considering the company's strong performance in the previous quarter.

Infosys would be the first company to issue an FY24 guidance and would set the tone for outlook in the current fiscal, with analysts expecting 6-8% revenue growth in CC terms for FY24.

The company's guidance for FY24 is a crucial aspect to consider, as it sets the stage for future growth and revenue expectations.

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Credit: youtube.com, Infosys Q4 profit grows 11% YoY to Rs 4,074 crore

Infosys has guided for 7.5-9.5% growth in revenues for FY20 in constant currency terms, indicating a strong growth trajectory.

The company's profits grew 11.3% to Rs 16,029 crore in the latest quarter, marking a significant increase from the previous year.

This growth in profits is a direct result of the company's efforts to improve its revenue streams and optimize its operations.

Infosys' Q4 results have been met with positive sentiments from analysts, with many expecting the company to maintain its growth momentum in the coming quarters.

The company's revenue growth has been a key driver of its success, with a 10% YoY increase in revenue from operations reported in the latest quarter.

Infosys' revenue growth is expected to continue in the coming quarters, with analysts projecting a 3-4% growth in revenue in constant currency terms for FY25.

The company's operating margin is also expected to remain stable, with a guidance of 21-23% for FY24.

Infosys' Q4 results have been a positive signal for the IT sector, with many analysts expecting the company to maintain its growth momentum in the coming quarters.

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The company's strong revenue growth and improving profitability have made it an attractive investment opportunity for many investors.

Infosys' revenue growth is expected to be driven by its strong deal pipeline and expected recovery in discretionary spending.

The company's guidance for FY24 has been revised downwards to 1-3.5% in constant currency terms, indicating a more cautious approach to growth.

This revised guidance is a response to the uncertain global environment and the company's efforts to optimize its operations and improve its revenue streams.

Infosys' ADRs have slumped nearly 9% on the NYSE on weak Q4 numbers and subpar guidance, indicating a negative market reaction to the company's results.

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Stocks in the News: TCS, Jet Airways, GVK Infra, IDBI Bank

Stocks in the news have been volatile lately, and TCS is no exception. The company's stock price has been affected by the global economic uncertainty.

The recent financial instability in the regions has further exacerbated the situation. Silicon Valley Bank's collapse and Credit Suisse's crisis have led to a ripple effect in the market.

GVK Infra's stock price has also been impacted by these events. The company's financial stability is being closely watched by investors.

IDBI Bank's stock price has been trading erratically, reflecting the overall market volatility. Jet Airways' struggles with financial instability have also made headlines recently.

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Analyst Views and Predictions

Credit: youtube.com, Infosys Q2 Results: Profit Beats Estimates; What Led The Strong Growth For The IT Giant?

Infosys shares have delivered negative returns on post-earnings day 50% of the time in the last 12 quarters.

Experts have questioned the company's strategy and credibility due to earnings forecasts going awry, with the top job at the company being held for 12 months.

Analysts are betting that Q3 was the bottom for the earnings downgrade cycle for Infosys, with growth expected to accelerate in FY25 on account of large deals and strong deal pipeline.

Brokerages like Nuvama and Emkay have cut FY26-27 EPS and target prices, but maintained 'Buy' ratings, citing deal wins and cautious growth guidance.

Infosys reported a 12% YoY drop in Q4 net profit and missed revenue estimates, with the company projecting revenue growth of 0%–3% in constant currency and an operating margin of 20%–22% for FY26.

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Analysts' Earnings Take

Infosys' Q1 earnings exhibited a strong 3.4% QoQ constant currency revenue growth, the global investment bank Barclays said.

Analysts are betting that Q3 was the bottom for the earnings downgrade cycle for Infosys, with Emkay Global expecting growth to accelerate in FY25 on account of the ramp-up of large deals, strong deal pipeline, and expected recovery in discretionary spending.

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Infosys' Q1 results beat expectations, with the company reporting a consolidated net profit of Rs 2,289 crore for the quarter ended June 2012, down 1.1% compared to Rs 2,316 crore a quarter ago.

Brokerages like Nuvama and Emkay cut FY26-27 EPS and target prices but maintained 'Buy' ratings, citing deal wins and cautious growth guidance.

The Bengaluru-headquartered company's profits grew 11.3% to Rs 16,029 crore, but its dollar revenues grew lower than expectations of 10-15% for the year ending March 2013.

Infosys elicited mixed response from brokerages after it announced lower than expected quarterly results and missed FY13 dollar revenue guidance.

Infosys reported a 12% YoY drop in Q4 net profit and missed revenue estimates, with brokerages slashing targets by 9-13%.

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Risk Reward Unfavorable: Nomura

Nomura is of the view that the euphoria around Infosys' Q1 results is unwarranted as growth sustainability and margin risks remain for the company.

Infosys' shares have delivered negative returns on post-earnings day 50% of the time in the last 12 quarters.

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The company's profits grew 11.3% to Rs 16,029 crore, but this growth may not be sustainable in the long run.

Software bellwether Infosys has seen its stock decline seven out of eight times on the day of its quarterly results in the past two years.

Last year's March quarter report card had eroded over 7% value from the bluechip stock, making investors cautious about its future performance.

Infosys shares ended 1.5% higher at Rs 1,428 on the day of the Q4 results announcement, but this may not be a reliable indicator of its future performance.

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Dividends and Shareholder Returns

Infosys has a history of rewarding its shareholders with dividends. In 2023, the company declared a final dividend of Rs 17.50/share.

The record date for this dividend was a crucial deadline for shareholders to receive the payment. Shareholders whose names appeared on the register of members as of the record date were eligible for the dividend.

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Infosys also announced a dividend on April 13, 2023, along with its Q4 results. The company's board of directors met to approve the audited financial results and declare the dividend.

The dividend amount was Rs 9.50, a significant payout to shareholders. Infosys' revenue in the March quarter rose 8% to Rs 23,267 crore, which likely contributed to the company's ability to declare a dividend.

Infosys has set a target to return about 85% of its free cash flow over a five-year period, indicating a strong commitment to shareholder returns. This strategy should benefit shareholders in the long run.

Infosys is expecting a stronger second half of the year, driven by demand from sectors like retail, life sciences, and energy.

The company has already seen a positive start with its Q1 results, beating expectations and maintaining its growth outlook.

This is a promising signal for the software services sector, which is facing slowing growth and the impact of protectionist rules in major markets.

Indian IT: A Five-Year Concern

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Indian IT companies have been experiencing a slowdown in growth, with single-digit revenue growth in Q1, impacted by macroeconomic instability and delayed client decisions.

Infosys, one of the leading IT companies, has raised its FY26 revenue growth guidance, indicating a positive signal for the industry.

Caution prevails due to geopolitical tensions, but opportunities in AI and cost optimization exist for Indian IT companies.

Infosys' Q1 revenue is estimated at $3,147 million, up 2.9% QoQ (11.2% YoY), which is a positive sign for the company.

TCS, the country's largest technology services firm by revenue, reported a 5% increase in revenue in Q4, outpacing Infosys' 2.8% growth.

Indian IT companies are expected to post their best Q4 results in five years, despite concerns over attrition.

Infosys' Q4 revenue grew by 2.8% sequentially to $3,613 million, which was slower than expected.

Indian IT Firms to Grow 2-9% with Strong Deal Momentum

Indian IT firms are set to clock a growth of 2-9% on strong deal momentum. This growth is expected to be driven by the robust demand for technology services.

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Tata Consultancy Services (TCS), the country's largest technology services firm by revenue, will kick off the Q1 FY22 earnings season on July 9. This will be followed by Infosys on July 14 and Wipro on July 15.

The IT industry is expected to post its best Q4 results in five years. However, attrition remains a concern for Indian IT firms.

Infosys has been a standout performer, beating expectations in Q1 and maintaining its growth outlook. The company's Q1 results were a positive signal at a time when the software services sector is facing slowing growth.

Infosys' revenue is expected to expand between 1% and 3% from the earlier 0-3% growth forecast. The company is also gaining from increased adoption of artificial intelligence, which is improving productivity between 5% and 15%.

Event and Announcement

Infosys is set to announce its Q4 results on April 13, 2023. The company's board of directors will meet on April 12 and 13 to approve the audited consolidated financial results.

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The stock has an important support at Rs 1,350 and resistance at Rs 1,500. Heavy short positioning ahead of results, with OI up 16% and stock down 2% this expiry.

Jefferies maintained a 'Buy' on Infosys for a price target of Rs 1,770 based on 24X 12m forward EPS. Key risks include weaker revenue growth, lower margin, unfavourable currency, and corporate action.

Infosys' Q4 results will be a crucial test of the company's performance, with all eyes on the FY24 outlook. The results will likely be compared to the previous quarter's performance.

Here are the key dates to remember for Infosys' upcoming events:

Infosys' Q4 results will be closely watched by investors and analysts, and the company's performance will likely have a significant impact on the stock market.

Trading and Investment

If you're thinking of trading Infosys stock, you should know that its shares have delivered negative returns on post-earnings day 50% of the time in the last 12 quarters.

Brokerages have mixed views on the stock, with some like Jefferies recommending a 'Buy' while others like Nomura suggesting a 'Reduce'.

The company's Q1 results showed a 0.43% QoQ drop in revenue, but it left FY14 sales growth guidance in dollar terms unchanged at 6-10%.

Should You Buy, Sell, or Hold?

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Infosys shares have seen a mixed reaction from brokerages after Q1 results. Jefferies recommended a 'Buy' while Nomura suggested a 'Reduce'.

Brokerages like Motilal Oswal and Nuvama have a 'Buy' and 'Hold' view respectively on the counter. This indicates that opinions are divided among analysts.

The company may post a 0.43% QoQ drop in revenue at Rs 17,654 crore. This could be a concern for investors.

Despite the revenue decline, FY25 revenue growth guidance has been raised to 7.1-9.1 per cent from 6.1-8.1 per cent earlier. This indicates a positive growth outlook.

Infosys has said it will stick to its target of hiring 35,000 people this fiscal. However, it's not looking at wage hikes for now, which could impact employee morale.

Trading Bluechip Stock Amidst Bleak Predictions

Infosys shares have delivered negative returns on post-earnings day 50% of the time in the last 12 quarters.

Investors expect the gloom to spread after Infosys fell 3.86% and pulled down the stock of rivals Tata Consultancy Services and Wipro.

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Last year's March quarter report card had eroded over 7% value from the bluechip stock, and on Tuesday, Infosys shares ended 1.5% higher at Rs 1,428.

Software bellwether Infosys has seen its stock decline seven out of eight times on the day of its quarterly results in the past two years.

Brokerages remained mixed on Infosys stock following Q1 results, with Jefferies recommending a 'Buy' while Nomura suggested a 'Reduce'.

The company may post a 0.43% QoQ drop in revenue at Rs 17,654 crore, which could impact the stock price.

Analysts remain optimistic about Infosys' growth potential in the future, but the short-term outlook looks bleak.

FY18 dollar revenue guidance has been raised to 7.1-9.1 per cent from 6.1-8.1 per cent earlier, which could be a positive sign for the stock.

Infosys has said that it will stick to its target of hiring 35,000 people this fiscal but is not looking at wage hikes for now, which could be a concern for investors.

The slower growth trajectory is not expected to change any time soon considering the company’s unambitious forecast for FY18.

The IT firm posted a 28.2% drop in sequential net profit at Rs 3,690 crore for March quarter, which could be a red flag for investors.

Kellie Hessel

Junior Writer

Kellie Hessel is a rising star in the world of journalism, with a passion for uncovering the stories that shape our world. With a keen eye for detail and a knack for storytelling, Kellie has established herself as a go-to writer for industry insights and expert analysis. Kellie's areas of expertise include the insurance industry, where she has developed a deep understanding of the complex issues and trends that impact businesses and individuals alike.

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