Infosys Q4 Earnings Preview: Expected Profit Decline Amid Geopolitical Concerns
Infosys Q4 preview: PAT may slip 2% QoQ; Iran war, GenAI impact eyed
Business Standard
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Infosys is set to report its Q4FY26 results on April 23, 2026, with net profit projected to decline by 1.5% sequentially to ₹7,508.6 crore (roughly $906 million USD). Revenue is expected to rise 13.7% year-on-year to ₹46,567 crore (approximately $5.6 billion USD), driven by strong demand despite geopolitical challenges.
- 01Net profit for Q4FY26 is expected to slip by 1.5% QoQ.
- 02Revenue is anticipated to grow 13.7% YoY to ₹46,567 crore.
- 03Analysts are closely watching the impact of the Iran war and generative AI on growth.
- 04Initial FY27 revenue growth guidance is projected between 1.5-4.5% YoY.
- 05Large deal intake is expected to reach a total contract value of $2.5-2.75 billion.
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Infosys is anticipated to announce its Q4FY26 results on April 23, 2026, with brokerages estimating a 1.5% decline in net profit to ₹7,508.6 crore (approximately $906 million USD) compared to the previous quarter. However, this marks a 4% increase year-on-year from ₹7,218 crore. Revenue is projected to rise by 13.7% year-on-year to ₹46,567 crore (about $5.6 billion USD), reflecting a 2% sequential growth from ₹45,479 crore in Q3FY26. Analysts are particularly focused on the company's management commentary regarding the impact of the ongoing Iran war and advancements in generative artificial intelligence (GenAI), which may influence growth prospects. The company is expected to provide initial revenue growth guidance for FY27, ranging from 1.5-4.5% year-on-year in constant currency terms. Insights into discretionary spending and large deal intakes, estimated at $2.5-2.75 billion, will also be critical for investors.
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The projected decline in net profit may affect investor sentiment and stock performance, while revenue growth could indicate resilience in demand despite geopolitical uncertainties.
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