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Infosys Upgrade Fuels IT-Led Bounce as Sensex and Nifty End Higher

An upgraded outlook from Infosys lifted IT shares, with foreign selling limiting the advance.

Overview

  • Infosys raised its full-year FY26 revenue growth guidance to 3%–3.5% from 2%–3% and its shares jumped about 5% after better-than-expected Q3 results.
  • Indian benchmarks rallied intraday before paring gains, with the Sensex closing up 0.23% at 83,570 and the Nifty up 0.11% at 25,694.
  • IT led the move, with the Nifty IT index up about 3% and broad sector gains extending to Wipro, Tech Mahindra and HCL Tech.
  • Provisional exchange data showed FPIs were net sellers of roughly Rs 4,781 crore on Wednesday, partly offset by DII net buying of about Rs 5,217 crore.
  • Global risk tone steadied as strong TSMC results lifted chip and tech shares in the U.S., oil prices eased on reduced Iran tension, and U.S. jobless claims fell to 198,000.