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27th Jun · SEBI-Registered Analyst

Infosys Latest Updates

$INFY Q4 FY26 Financial Metrics: For the fourth quarter ended March 31, 2026, Infosys reported a strong 20.87% year-on-year surge in consolidated net profit, reaching ₹8,501 crore compared to ₹7,033 crore in Q4 FY25. Consolidated revenue from operations for the quarter grew 13.4% year-on-year to touch ₹46,402 crore, supported by steady cost optimization deals. On a sequential basis, revenue advanced by 2% while net profit accelerated by 27.75% over Q3 FY26. Cautious FY27 Revenue Guidance: Despite resilient full-year earnings, Infosys issued a conservative constant currency revenue growth guidance of 1.5% to 3.5% for the upcoming financial year 2026–27. Operating margins are projected to hold steady within a band of 20% to 22%. Management attributed this cautious trajectory to ongoing pressures on discretionary global IT spending and volatile macroeconomic environments. Large Deal TCV and Global Client Base: Infosys clinched large deal wins worth a Total Contract Value (TCV) of $14.9 billion over the complete fiscal year, with 55% categorized as net new orders. Q4 standalone large deal wins contributed $3.2 billion. During the company's 45th Annual General Meeting on June 23, 2026, Chairman Nandan Nilekani highlighted that the company is actively collaborating with 90% of its top 200 enterprise clients on dedicated AI roadmaps. Strategic Multi-Year Global Partnerships: The tech major finalized a string of high-profile AI-led enterprise transformations in June 2026. Key expansion pipelines include an expanded multi-year managed services agreement with chipmaker GlobalFoundries, a multi-country enterprise resource planning (ERP) systems overhaul for IHH Healthcare, and a scalable healthcare transformation blueprint with US-based non-profit Sentara. Workforce & Hiring: Infosys ended March 31, 2026, with 3,28,594 employees, adding 5,000 net workers over the fiscal year despite an 8,000-person drop in Q4.

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