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INFY
Q2 results: Revenue ₹49,244 Cr, Net Profit ₹7,823 Cr, EBIT ₹10,330 Cr, EBIT Margin 21%, Dollar Revenue $5,145 M, Constant Currency Revenue Growth 1.2%.
Guidance trim narrows revenue expectations — lowering FY27 CC growth to 1–2% reduces the street’s upside and signals near-term demand softness or client-specific headwinds.
Results largely in line with estimates but margins modestly missed — 21% EBIT margin was a slight sequential/estimate miss, which can compress short-term valuation multiples for a high-ROE compounder.
Operating cash generation remains healthy (operating cash ₹33,986 Cr reported in the latest window) and balance-sheet metrics (ROE ~31.9%, ROCE ~40%) support shareholder returns and downside protection.#StockInNews#WatchOutFor#EquityResearch#FundamentalViews#MacroViews
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