Infosys Q1 Results: Near Term Outlook Looks Good Amid Uncertain Business Environment; Profit Meets Estimates

Tune in to catch live updates about Infosys Q1FY26 results.

Infosys first quarter results live updates. (Photo: Vijay Sartape/NDTV Profit)

Infosys Ltd. is scheduled to release its first-quarter financial results on Wednesday. Analysts anticipate a slight quarter-on-quarter increase in both revenue and operating profit
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Infosys Vs TCS Vs HCL Tech Vs Wipro: Attrition Rate To Headcount Ratio

In terms of the 12-month voluntary attrition rate reported by the big four IT giants, HCL Technologies is the only firm which reported a flat attrition rate in the June quarter of FY26, compared to the preceding March quarter of FY25. The remaining three companies reported a rise in their attrition rates.

Read full story here.

Infosys Q1 Result Live Update: Deal Flow

  • Clients continue to reduce discretionary spending.

  • Focus remains on vendor consolidation and cost optimisation.

  • Company signed five deals in manufacturing and four in financial services.

  • Large and consolidation-led deals have supported growth.

  • No change expected in the environment for second quarter.

Source: Con Call

Infosys Q1 Result Live Update: Sectoral & Deal Highlights

  • Company signed nine deals in the communications segment.

  • Retail segment continues to face uncertainty.

Source: Con Call

Infosys Q1 Result Live Update: Business Outlook & Growth

  • Near-term outlook remains good.

  • Overall business environment continues to be uncertain.

  • Europe grew 12.3% year-on-year, over three times the company average.

Source: Con Call

Infosys Q1 Result Live Update: Guidance & Market Conditions

  • Company sees continued uncertainty due to tariff-related concerns.

  • Upper end of revenue guidance remains unchanged as a result.

Source: Presser

Infosys Q1 Result Live Update: Outlook & Hiring

  • Company’s hiring plans remain on track for fiscal 2026.

  • Project Maximus continues to support margin improvement across multiple areas.

  • Manufacturing vertical remains soft due to reduced client spending.

Source: Presser

Infosys Q1 Result Live Update: Margins & Headwinds

  • Wage hikes impacted margins by 100 basis points.

  • Currency movements posed a 30 basis point headwind.

  • Additional 20 basis points impact from other factors.

  • Overall margin pressure attributed to wage hikes, forex, and operational factors.

Source: Presser

Infosys Q1 Result Live Update: AI & Client Trends

  • Company sees productivity gains of 5%–15% through AI programmes.

  • These benefits are being shared with clients.

  • Clients remain focused on cost and efficiency.

  • Large deal wins in first quarter were aided by client consolidation efforts.

  • Financial services segment shows strong traction, driven by AI and consolidation.

Source: Presser

Infosys Q1 Result Live Update: Inorganic Growth Contributed 40 bps

  • Jayesh Sanghrajka Infosys CFO, says inorganic growth contributed 40 basis points in first quarter.

  • Salil Parekh, Infosys CEO, says lower end of full-year revenue guidance raised, citing first quarter performance.

Source: Presser

Infosys Q1 Result Live Update: Strong Delivery In AI

  • Company sees strong delivery in AI business.

  • Utilisation is at a peak of 85%; hiring to continue.

  • Growth driven largely by seasonality and price increases.

  • Europe performing well, supported by prior investments.

  • US remains the company’s largest market.

  • First phase of wage hike implemented in January; second phase rolled out in April.

  • Wage hikes impacted first quarter margins by 100 basis points.

Source: Presser

Infosys Q1 Result Live Update: Revenue Growth

  • Revenues in CC terms grew by 3.8% year-on-year and by 2.6% quarter-on-quarter.

  • Reported revenues at $4,941 million, growth of 4.8% year-on-year.

Infosys Q1 Result Live Update: TCV Of Large Deal Wins At $3.8 Billion

TCV of large deal wins was $3.8 billion, with 55% net new.

Infosys Q1 Result Live Update: Attrition At 14.4%

Total employees as of June 2025 stood at 3.24 lakh while attrition rises to 14.4% in comparison to 13.10% in the previous quarter.

Infosys Q1 Result Live Update: Lower-End FY26 Revenue Guidance Raised

Infosys now expects its revenue for the financial year ending March 2026 to be around 1-3%, as compared to the previous forecast of 0-3%. See Operating margin at 20-22%.

Infosys Q1 Result Live Update: Profit Declines 2%

Infosys Q1 Highlights (Consolidated, QoQ)

  • Revenue up 3.3% to Rs 42,279.00 crore versus Rs 40,925 crore (Estimate: Rs 41,724 crore)

  • EBIT 3.3% to Rs 6,921 crore versus Rs 7,033 crore (Estimate: Rs 6,778 crore)

  • EBIT margin contracted by 20 basis points basis points at 20.8% versus 21% (Estimate: 20.91%)

  • Net profit down 2% to Rs 6,921 crore versus Rs 7,033 crore (Estimate: Rs 8,727 crore)

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Infosys Q1 Result Live Update: What JPMorgan Expects

Stock Rating: Overweight | Target: Rs 1,900

  • Outlook appears de-risked at lower end and reasonable at midpoint.

  • Downside risks: stronger rupee, weak US macro (61% revenue), FS slowdown (30% revenue), deal ramp-up delays.

  • Sees soft Q1 supported by FX, limited scope for guidance raise.

  • Expects tight signings; AI-related pricing pressure may weigh on revenue.

Infosys Q1 Result Live Update: What Goldman Sachs Expects

Stock Rating: Neutral | Target: Rs 1,660

  • Goldman Sachs sees strong quarter-on-quarter growth helped by seasonal recovery, stable macro, and acquisitions (adds 30–40 basis points quarter-on-quarter).

  • Expects fiscal 2026 guidance raised at lower end; new band seen at 1–3% versus 0–3% earlier (excl. 40–50 basis points inorganic)

  • Forecasts fiscal 2026 revenue growth at 2.4%.

Infosys Result Live Update: Share Price Trades Higher 

Infosys share price hit an intraday high of 1.34% and was trading 0.94% higher near market close ahead of its results.

Infosys Result Live: Trading Window Closure 

In compliance with SEBI norms to prevent insider trading, the trading window for dealing in the securities of Infosys has been closed from June 16 to July 28. The trading restrictions will be applicable to designated persons and their immediate relatives.

Infosys Result Live Update: Brokerages Weigh In 

Brokerages including JPMorgan, Morgan Stanley, Jefferies anticipate Infosys will narrow or raise the lower end of its full-year revenue growth guidance from the earlier 0–3% band, citing stable macro conditions and deal momentum.

The consensus view suggests the company is unlikely to significantly raise the upper end of the guidance.

Infosys Result Live: Company Reported 11% Decline In Q4 Profit

Infoys reported an 11.75% year-on-year (YoY) decline in consolidated net profit to Rs 7,038 crore in Q4FY25 from Rs 7,975 crore in Q4FY24.

Total income increased 3.6% YoY to Rs 42,115 crore in Q4FY25 from Rs 40,652 crore in the same quarter a year ago.

Total expenses rose 6.7% YoY to Rs 32,452 crore in Q4FY25 from Rs 30,412 crore in the same quarter of the preceding fiscal.  

Infosys Q1 Results Live: Earnings Call Timings 

The company has scheduled an earnings call on July 23 from 5:30 p.m. to 6:30 p.m. to discuss the results for Q1 with investors and analysts. 

Infosys Q1 Results Live: Preview Suggests 2% Rise In Revenue 

The Bengaluru-based software services provider's first-quarter consolidated revenue is likely to rise 2% quarter-on-quarter to Rs 41,724 crore, compared with Rs 40,925 crore in the previous quarter, according to Bloomberg estimates.

Ebit is also seen up 2% at Rs 8,727 crore from Rs 8,575 crore. Ebit margin is projected to remain steady at 20.91%, marginally lower than 20.95% clocked in the sequential quarter.

Infosys Q1 Results Live: The Company Set To Post Results Soon

Infosys is set to post its first quarter results for financial year 2026 on Wednesday. The company informed the result date in a stock exchange filing dated June 13.

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