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In rupee terms, Infosys‘ revenue is expected to grow by 0.7% quarter-on-quarter to ₹41,281 crore, compared to ₹40,986 crore in the previous quarter.
The company’s EBIT (Earnings Before Interest and Tax) is estimated at ₹8,791 crore, slightly up from ₹8,649 crore in the September quarter, with margins expected to increase to 21.3% from 21.1%.
The company’s profit after tax is expected to rise 3.8% quarter-on-quarter to ₹6,753 crore, compared to ₹6,506 crore in the preceding period.
Constant currency revenue growth for Infosys is anticipated to be 0.9% quarter-on-quarter. This is likely to be better than TCS, whose constant currency revenue growth on a sequential basis was flat, but lower than HCLTech
, who reported a 3.8% growth in constant currency terms.
Will Infosys revise its guidance upward?
The company’s current constant currency revenue growth guidance stands at 3.75%-4.5%. Analysts suggest it could be revised upwards to a range of 4%-5% or 4.5%-5%. Margin guidance is expected to remain unchanged at 20-22%.
Analysts also expect the “in-tech” acquisition to contribute up to 20 basis points to Infosys’ topline.
For Infosys, its large deal total contract value (TCV) is likely to remain stable at between $2.5 billion to $3 billion.
Apart from its guidance, the street will also be watching out for the following parameters and management commentary from Infosys:
- Recovery in discretionary demand
- Wage hike timing and implications
- Outlook for financial year 2026
- Commentary on key verticals like BFSI, retail and hi-tech
Shares of Infosys have remained flat over the last one month in the lead up to its results, declining 2%. The stock has gained 17% over the last 12 months.
