‹ All Posts
Saurabh Tyagi--Clovek,Advisory

28 mins ago · SEBI Registration INA100014879

Infosys Q2 results Revenue ₹49,244 Cr, Net Profit ₹7,823 Cr

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
6 likes·6 comments