Infosys Q4 Results: IT major Infosys released its fiscal fourth quarter earnings. The big disappointment was in the guidance. The company guided for FY26 revenue growth of 0-3%, significantly lower than estimates ranging between 2-4%. The margin guidance remains unchanged at 20-22%.
It clocked a profit of Rs 7033 crore, down 11.75 per cent as compared to Rs 7969 crore during the same period of previous financial year. The company reported revenue from operations at Rs 40,925 crore, up 7.92 per cent as against Rs 37,923 crore posted during the same period of FY24.
Earlier in January, Infosys had released its Q3 results wherein it had posted profit at Rs 6806 crore, reporting a growth of 11.46 per cent YoY. The company had recorded Q3 revenue from operations at Rs 41,764 crore, up 7.58 per cent as against Rs 38,821 crore posted during the third quarter of FY24.
Infosys Q4 Earnings:
Infosys Q4 Results Live Updates: Management team on guidance
“Our guidance reflects uncertainty at the lower end. We are making sure we share with clients what is visible to us,” the management team of Infosys said during the post earnings press conference.
Infosys Q4 Results Live Updates: ‘Infosys expected to hire 20,000+ freshers in FY26’
In the post earnings press conference, the company management team said that Infosys is expected to hire 20,000+ freshers in FY26. “We have a rigorous way to train freshers - every time they have 3 opportunities for testing them. If they succeed, they stay on or we find them other roles,” they said. The IT major also announced that wage hikes will be doled out in April as planned.
Infosys Q4 Results Live Updates: Mitsubishi Heavy Industries joins Infosys-led JV in Japan
Infosys announced that Mitsubishi Heavy Industries (MHI) has invested in the Infosys-led Joint Venture HIPUS, enhancing the IT major’s presence in Japan. MHI has established corporations like Hitachi Ltd., Panasonic Corporation and Pasona.
Anantha Radhakrishnan, CEO and MD, Infosys BPM, and Chairperson, HIPUS Board, said, “Japan continues to be a strategic market for Infosys and HIPUS and we have consistently expanded our footprint in the region. This collaboration with MHI reinforces Infosys’ commitment towards building trusted collaboration with customers in Japan and accelerating their digital business process transformation journey. Infosys is excited to welcome Mitsubishi Heavy Industries to HIPUS.”
Infosys Q4 Results Live Updates: Acquisition of The Missing Link
Infosys announced a definitive agreement to acquire The Missing Link, an Australian cybersecurity services specialist firm with capabilities across the full stack of cyber solutions. This strategic investment further strengthens Infosys’ cybersecurity capabilities, while bolstering its presence in the fast-growing Australian market.
Satish HC, EVP, Chief Delivery Officer, Infosys, said, “Together with The Missing Link, and our cloud offering Infosys Cobalt, we aim to usher in the new wave of differentiated value to customers, with specialized end-to-end cybersecurity offerings and solutions.”
Infosys Q4 Results Live Updates: Acquisition of MRE Consulting
Infosys announced a definitive agreement to acquire MRE Consulting Ltd, a technology and business consulting service provider. This strategic investment brings newer capabilities for Infosys in trading and risk management, especially in the energy sector.
Ashiss Kumar Dash, EVP & Global Head – Services, Utilities, Resources, Energy, and Sustainability, Infosys, said, “By combining MRE Consulting’s deep E/CTRM capabilities with Infosys’ established leadership in the energy, resources and utilities sector, we are further enhancing our ability to drive value for our clients in this critical area of their business. We are excited to welcome MRE Consulting and its leadership team to the Infosys family.”
Infosys Q4 Results Live Updates: Grants to CEO & MD
The Board, on April 17, based on the recommendations of the Nomination and Remuneration Committee, approved the following annual grants to Salil Parekh, CEO and MD:
i) The grant of annual performance-based stock incentives (Annual Performance Equity Grant) in the form of Restricted Stock Units (RSU's) covering Company’s equity shares having a market value of Rs 34.75 crore as on the date of the grant.
ii) The grant of annual performance-based stock incentives (Annual performance equity ESG grant) in the form of RSU's covering Company’s equity shares having a market value of Rs 2 crore as on the date of the grant under the 2015 Plan.
iii) The grant of annual performance-based stock incentives (Annual performance Equity TSR grant) in the form of RSU's covering Company’s equity shares having a market value of Rs5 crore as on the date of the grant under the 2015 Plan.
iv) The grant of annual performance-based stock incentives (2019 Annual Performance Equity Grant) in the form of Restricted Stock Units (RSU's) covering Company’s equity shares having a market value of Rs 10 crore as on the date of the grant under the Infosys Expanded Stock Ownership Program-2019 (2019 Plan).
The above RSUs will be granted w.e.f May 2, 2025 and the number of RSU's will be calculated based on the market price at the close of trading on May 2, 2025.
Infosys Q4 Results Live Updates: Details on 44th Annual General Meeting
Infosys announced that the 44th Annual General Meeting of the Members of the Company will be held on Wednesday, June 25, 2025. It further added that the record date for the purpose of the Annual General Meeting and payment of final dividend is May 30, 2025. The dividend will be paid on June 30, 2025.
Infosys Q4 Results Live Updates: Key highlights for FY25
• Revenues in CC terms grew by 4.2% YoY
• Reported revenues at $19,277 million, growth of 3.9% YoY
• Operating margin at 21.1%, growth of 0.5% YoY
• Basic EPS at $0.76, decline of 0.3% YoY
• FCF at $4,088 million, growth of 41.8% YoY; FCF conversion at 129.3% of net profit
Infosys Q4 Results Live Updates: Key highlights for Q4FY25
• Revenues in CC terms grew by 4.8% YoY and declined by 3.5% QoQ
• Reported revenues at Rs 40,925 crore, growth of 7.9% YoY
• Operating margin at 21.0%, increase of 0.9% YoY and decline of 0.3% QoQ
• Basic EPS at Rs 16.98, decline of 11.8% YoY
• FCF at Rs 7,737 crore, growth of 10.0% YoY; FCF conversion at 109.9% of net profit
Infosys Q4 Results Live Updates: Update on large deal TCV
Infosys announced that TCV of large deal wins was $11.6 billion for the financial year, with 56 per cent net new. Meanwhile, for Q4FY25, TCV of large deal wins came in at $2.6 billion.
Infosys Q4 Results Live Updates: Jayesh Sanghrajka on Q4 performance
Jayesh Sanghrajka, CFO, Infosys, said, “FY25 operating margins expanded by 0.5% which reflects our relentless focus on identifying opportunities for efficiency and executing Project Maximus with discipline, after navigating through multiple headwinds in a challenging macro environment. We delivered the highest ever free cash flows in the history of the company in FY25.”
Infosys Q4 Results Live Updates: FY26 guidance
In terms of guidance for FY26, Infosys said that revenue growth is expected at 0-3 per cent in constant currency and operating margin of 20-22 per cent.
Infosys Q4 Results Live Updates: Salil Parekh on Q4 performance
Salil Parekh, CEO and MD, said, “We have built a resilient organization with sharp focus on client-centricity and responsiveness to the market, thanks to the trust of our clients and dedication of our employees. Our performance for the year has been robust in terms of revenues, expansion in operating margins and highest ever free cash generation. Our depth in AI, cloud and digital and strength in cost efficiency, automation, and consolidation position us well for the needs of our clients.”
Infosys on Thursday recommended a final dividend of Rs 22 per equity share for the financial year ended March 31, 2025. Jayesh Sanghrajka, CFO, Infosys, “The Board has proposed a final dividend of Rs 22, which along with the interim dividend, is an increase of 13.2% over last year.”
Infosys Q4 Results Live Updates: Profit drops by 11.75% YoY to Rs 7,033 crore
IT major Infosys on Thursday released its fiscal fourth quarter earnings report with profit at Rs 7033 crore, recording a decline of 11.75 per cent in comparison to Rs 7969 crore during the same period of previous financial year. The company reported revenue from operations at Rs 40,925 crore, up 7.92 per cent as against Rs 37,923 crore posted during the same period of FY24.
Q4 Results Live Updates: FY26 estimates for IT sector
JM Financial said, “We have lowered our FY26E cc revenue growth for the top-6 from 4.4-7.8% earlier to 2.7-5.8% now. For mid-caps, estimates are largely unchanged. EPS changes track top-line estimates. We cut PER multiples across the board to account for lower visibility. FY26 earning resilience will however be higher where margin outlook is strong.
Q4 Results Live Updates: EBIT margin mixed
Sharekhan analysis stated, “IT services companies under our coverage are likely to report a mixed EBIT margin trend.” EBIT margins for LTIM are expected to improve ~30 bps while Infosys/HCL Tech are expected to see a ~75/115 bps contraction. EBIT margin for Tech M is likely to be sequentially flat. Among Tier-2 companies, Persistent/Coforge are expected to see margin improvement of ~110/60 bps, respectively. EBIT margin for LTTS is expected to decline ~110 bps due to Intelliswift and SWC seasonality. EBITDA margin for Intellect design is expected to improve ~260 bps q-o-q aided by strong revenue growth.
Q4 Results Live Updates: What does Accenture’s numbers signal?
Accenture’s Q2FY25 earnings and commentary, InCred Equities said, suggests booking trajectory is a critical metric to track. “As a reminder, H1FY25 overall/outsourcing bookings declined by 1%/4.6% yoy, a first since H1FY15/H1FY16 and despite a low base (bookings had declined in Q2FY24 too),” it said.
Q4 Results Live Updates: Key monitorables for IT sector
According to Kotak Institutional Equities, key metrics to watch for include:
Hiring: It is still a good indicator of the current demand scenario. “We expect headcount decline across many companies in the quarter,” KIE said.
GenAI impact: A large hyperscaler forced many vendors to price in AI-efficiency into the pricing model. Adoption of such a stance by a wider set of clients will be keenly watched, the brokerage firm said. In addition, strength of GenAI practice across many companies and ability to retain part of the efficiency will be the area of focus.
TCV of deal wins: Kotak said that TCV of deal wins has slowed down due to lower number of mega-deals in the market. Companies have highlighted that ACV has picked up, raising hopes of a recovery in discretionary spending. This will be an area of focus.
Infosys Q4 Results Live Updates: Washout in FY26?
InCred Equities maintained that even as the outlook for IT spending in CY25 remains unclear, industry conversations indicate a reduced sense of urgency, with new project launches potentially being delayed. On the demand front, many sectors seem to be adopting a cautious, wait-and-see approach. It further added that specific issues are emerging in manufacturing (notably in the automotive space), hi-tech (particularly among hyperscalers), and early signs of concern in healthcare. “Overall, we reiterate our underlying thesis that this uncertainty is not constructive for earnings of user industries and, in turn, for IT spending,” the brokerage firm said.
Infosys Q4 Results Live Updates: A weak Q4 for IT sector in guide
JM Financial said, “We expect Infosy’ FY26 guidance to be 3-5% cc. HCL could guide 3-5% too, but aided by 1ppt in-organic contribution. The key questions investors need to answer is whether the current uncertainty will defer or derail the recovery. We refer back to our excess IT spend and US Bank’ spend normalisation thesis. We are, at this stage, leaning towards the “defer” argument. However, till the clarity emerges, we advise sticking to players with valuation comfort and earnings visibility. Mid-caps, with growth momentum and recent correction, offer healthy upside.”
Infosys Q4 Results Live Updates: Sharekhan’s estimates on Q4 numbers
An analysis story by Sharekhan stated, “Infosys is expected to report a revenue growth of -1.8% in CC terms QoQ with 20 bps cross-currency headwinds, leading to 2% QoQ decline in reported revenues. EBIT margin is expected to contract sequentially by ~75 bps largely impacted by a wage hike.”
Estimates for Infosys’ Q4 numbers:
Sales
Rs 41,933 crore; Up 10.6% YoY
Operating margin
23.6%; Up 44 bps YoY
Net profit
Rs 6,772 crore; Down 15% YoY
Infosys Q4 Results Live Updates: Infosys share price so far this year
Infosys’ share price has tumbled over 25% so far this year, raising concerns about what is dragging it down and whether today’s results can offer a glimmer of hope to its investors.
Infosys Q4 Results Live Updates: Kotak Securities forecast sequential revenue decline of 2.3%
Kotak Institutional Equities said, “We forecast sequential revenue decline of 2.3%—(1) lower revenues from sale of third-party items for service delivery and (2) seasonal weakness in demand. March quarter has been Achilles’ heel for Infosys. We forecast 60 bps sequential decline in EBIT margin due to wage revision for junior employees, offset by rupee depreciation.” The brokerage firm predicted a large deal TCV of $3 billion, reporting a decline on YoY comparison.
“Focus will be on ACV of deal wins. We believe Infosys will guide for 1-4 per cent c/c revenue growth for FY2026. The muted guidance is on account of two factors—(1) deteriorating macro courtesy of tariff wars and (2) unlike FY2025, Infosys does not have mega-deals contributing to FY2026E. The guidance implies CQGR of 0.5-1.7 per cent for four quarters of FY2026. Expect EBIT margin guidance band of 20-22 per cent with bias of expansion,” it said.
Infosys Q4 Results Live Updates: Estimates from InCred Equities
InCred Equities said, “Seasonal softness to drive a QoQ decline in CC revenue (just above the mid-point of implied guidance). Revenue weakness and partial wage hike to negatively impact EBIT margin partly offset by operating efficiency and INR depreciation.”
Key monitorable, it added, include, FY26F guidance, outlook on ramp-up of large deals, especially ACV, vertical commentary, and the outlook on client budgets.
Estimates for Inosys’ Q4 numbers:
Revenue
Rs 42,085.80 crore; Up 11.0% YoY
EBIT
Rs 8753.90 crore; Up 14.9% YoY
Profit
Rs 6699.10 crore; Down 15.9% YoY
Infosys Q4 Results Live Updates: Shares of Infosys ahead of Q4 results
Ahead of the quarter results announcement, shares of Infosys were down 1.7 per cent at 11:00 am today at a trading price of Rs 1,389.00
Infosys Q4 Results Live Updates: Infosys to guide 3-5% YoY for FY26, says JM Financial
JM Financial said, “We expect 15bps QoQ cross-currency headwind.” It said that key growth headwinds included: a) lower billing days; b) normalisation of third party items for sale (+1.5% QoQ in 3Q); and tailwind included lower furloughs.
Infosys’ margin headwinds, it added, included: a) wage hike (5-8% for offshore); b) Visa cost; c) lower billing days; d) higher marketing expenses; while tailwinds included: a) lower COT; b) Project Maximus led efficiency gains. “Expect Infosys to guide 3-5 per cent YoY cc for FY26,” JM Financial said.
Estimates for Inosys’ Q4 numbers:
Revenue
Rs 41,617.10 crore; Up 9.7% YoY
Net profit
Rs 6488.40 crore; Down 18.6% YoY
EBIT
Rs 8472.20 crore; Up 11.2% YoY
Infosys Q4 Results Live Updates: Profit estimated at Rs 7,278 crore
According to a CNBC TV18 poll, Infosys is expected to post profit for the fiscal fourth quarter at Rs 7,278 crore. The company is estimated to report revenue from operations at Rs 42,133 crore for the quarter in review. The company EBIT is projected at Rs 8,742 crore. The CC revenue is seen down 1.1 per cent QoQ.
Infosys Q4 Results Live Updates: Q4FY25 results to be released today
Infosys will release its Q4FY25 results today. Earlier on April 10, the company had announced that it will release the results for the quarter in review on Thursday (April 17). “Infosys, a global leader in next-generation digital services and consulting, will announce results for the fourth quarter and year ended March 31, 2025 on Thursday, April 17, 2025 around 3:45 pm Indian Standard Time (IST),” it said in a regulatory filing.
After releasing the numbers, the leadership team will address a press conference at 4:15 pm. Infosys will conduct a 60-minute conference call on April 17 at 5:30 pm IST, where the senior management will discuss the company’s performance and answer questions from participants, it had said.
Infosys Q4 Results Live Updates: Welcome to this live blog!
The fiscal fourth quarter earnings season has started and two major IT services companies - TCS and Wipro - have already released their results. Today, another IT giant, Infosys is releasing its Q4 numbers and we, at FinancialExpress.com, are all set to bring you all the updates on expectations from this IT giant, the key numbers, dividend announcement, updates on TCV during the quarter and the FY, management commentary on issues of importance and even analysis of these numbers. Stay tuned.