Earnings Beat, Outlook Weak:

INFY

Faces Reality Check

Limited delivered a strong Q4 FY26 performance with profit growth beating expectations, but brokerages turned cautious due to weak revenue guidance and subdued demand outlook. The company guided FY27 growth at just 1.5–3.5%, below Street expectations, signaling slower client spending and delayed decision-making. While margins and deal wins remain supportive, multiple brokerages have cut target prices and flagged limited near-term upside, indicating that future growth visibility—not past performance—is now the key concern for investors.