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Infosys Ups Guidance, Fuels IT-Led Rebound in Sensex and Nifty

A 10% jump in InfosysADRs primed an earnings-led bounce that still faces persistent foreign outflows.

Overview

  • Infosys lifted its FY26 constant-currency revenue growth outlook to 3–3.5% after Q3 revenue rose about 8.9% year on year and net profit dipped roughly 2.2%.
  • Infosys’ shares gained around 5% in early trade as its ADRs surged about 10% overnight, lifting the Nifty IT index roughly 3% with all constituents higher.
  • The Sensex advanced more than 700 points and the Nifty 50 crossed 25,850 in early deals as IT, select banking, and auto stocks firmed.
  • Provisional data showed FPIs sold about Rs 4,781 crore on Wednesday while DIIs bought roughly Rs 5,217 crore, underscoring a fragile backdrop for sustained rallies.
  • Global cues were supportive with U.S. initial jobless claims near 198,000 and oil prices easing, as investors also tracked progress talk on an IndiaU.S. trade pact.