“From BFSI revival to deal wins: What’s fueling Infosys’ Q1 surge?”

🔑 Key Highlights (Expected) Revenue Growth: Estimated to rise 6–7% YoY, reaching ₹40,900–₹42,100 Cr Net Profit: Projected to grow 7–10% YoY, landing between ₹6,800–₹7,020 Cr EBIT Margins: Expected to remain stable around 21%, despite wage hikes and acquisition costs Large Deal Wins: Strong pipeline and ramp-ups, especially in BFSI, AI, and cloud segments2 Generative AI Focus: Continued investment seen as a long-term growth lever2 FY26 Guidance: Likely to be revised upward to 1–4% in constant currency, with EBIT margin guidance maintained at 20–22% 📊 Strategic Drivers BFSI Recovery: Spending rebound from US banks is boosting sentiment Acquisition Synergies: Contributions from MRE Consulting and Missing Link expected to support topline Operational Efficiency: Cost control and automation offsetting margin pressures Support and Resistance Levels:- After result the company may face a profit booking at 1600 which will work as a Resistance as of now. For August month the strong support will be at 1600 and resistance will be 1700.