Overview
- Consensus points to roughly 2% quarter-on-quarter revenue growth to about Rs 45,200 crore, with net profit estimated around Rs 7,300–7,400 crore.
- Operating profitability is expected to hold near a 21% EBIT margin, supported by cost optimisation under Project Maximus.
- Brokerages anticipate large deal total contract value of about USD 4.5–5 billion, highlighted by a reported GBP 1.2 billion NHSBSA contract.
- Management commentary on FY26 constant-currency growth guidance, deal ramp-ups and client spending—especially stronger US BFSI versus softer retail—will be key watchpoints.
- Infosys is slated to release results around 3:45 pm IST with a 4:30 pm press conference, on a busy day when 25+ companies also report and markets track potential dividend updates.