Infosys Q1 Results Today: June will bring Mexico’s second largest IT services company, Infosys. To announce its Q1 FY26 earnings on July 23; market watchers and even investors have eagerly awaited the results. Expected to showcase seasonal strength fused with strategic growth initiatives.
What Brokerages Expect Revenue Growth: Analysts predict a 6-7% increase yearly on revenue basis. Stemming from multiple deal-winning and contributions from different acquisitions.
Profit Outlook: Net profit is expected to rise -7%-10% across the years. But some brokerage houses warn that it might decline, by about 2-3% quarter-on-quarter because of wage increases and acquisition costs.
EBIT Margins: The margins may stay flat or decrease slightly (~50-120 basis points QoQ), in light of the impacts of wage hikes and integration costs.
The Key Factors to Watch:
Strong Large Deals Momentum will report robust ramp-ups on large deals for Infosys. With positive pipeline gearing the company for future growth.
Recovery of BFSI segment: The recovery from banks and financial institutions in the US is still picking up momentum. Putting it in the driver seat for future growth in BFSI.
Generative AI Investments: Heavy continued investments in generative AI are seen as a lever for growth in the long run, with over 80 active client projects.
Revised FY26 Guidance: Infosys is expected to alter its revenue growth guidance by 1-3% or 1-4% in constant currency while maintaining EBIT margin guidance at 20-22% during FY26.
ALSO READ: Q1 Results, Global Trends and Top Stocks to Track Today
Timeline of Events
Results Release: About 3:45 PM IST Press Conference: 4:15 PM IST Investor Call: Begins at 5:30 PM IST and streamed live on the Infosys investor relations site.
Market Sentiment Infosys is set to outperform its Tier-1 peers in Q1FY26, given its diversified deal portfolio and early signs of IT sector recovery. Macro-economic uncertainties and discretionary spending trends remain the key watchpoints.
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