Infosys Q4 Results Live Updates:

Infosys Q4 Preview (Consolidated, QoQ, Bloomberg Estimates)

• Revenue seen 1% higher at Rs 46,135 crore versus 45,479 crore
• EBIT seen 17% higher at Rs 9,793 crore versus Rs 8,355 crore
• EBIT margin seen at 21.22% versus 18.37%
• Profit seen 13% higher at Rs 7,496 crore versus Rs 6,654 crore

Kotak Institutional Equities

• Forecasts 1% quarter-on-quarter revenue decline due to fewer billing days and seasonal weakness.
• Third-party revenue expected to remain stable.
• Margins expected to stay stable as currency benefits are offset by higher visa costs.
• Other income expected to decline after completion of buyback, limiting profit growth.
• Large deal total contract value expected at $2.5-2.75 billion.
• Expects FY27 growth guidance of 3%-5% including the Versent acquisition and 2.25%-4.25% organically.
• Focus areas include geopolitical impact, AI deflation, client decision-making, large transformation programmes and Project Maximus benefits.

DAM Capital

• Expects revenue to decline 0.6% quarter-on-quarter in constant currency due to fewer working days and partial productivity pass-through.
• Deal wins expected to be decent but lower than the previous quarter due to absence of mega deals.
• BFSI expected to be the main growth driver.
• Investment in sales and lower volumes may offset benefits from rupee depreciation.

The key question this quarter is whether Infosys can deliver stronger growth in FY27 after a soft March quarter. Management commentary on client budgets, discretionary spending, deal renewals, large transformation programmes, artificial intelligence-led productivity, and the benefit from Project Maximus will be closely watched alongside formal revenue and margin guidance.

Global consulting and IT services company Infosys Ltd. is set to announce its results for the fourth quarter of FY26 this week. With over 330,000 employees, the company serves clients in 59 countries.

In an exchange filing dated March 15, Infosys said a meeting of its Board of Directors is scheduled on April 22-23 to consider and approve the audited standalone and consolidated financial results for the quarter and financial year ended March 31.

The Board of Directors will also recommend a final dividend, if any, for the financial year ended March 31. 

The results for Q4FY26 will be declared around 3:45 p.m. Indian Standard Time (IST) on Thursday, April 23. The results will also be available here.