Infosys is scheduled to release its Q4FY26 results on April 23, with expectations of a net profit of ₹7,508.6 crore, marking a 4% increase year-on-year but a 1.5% decrease from the previous quarter's profit of ₹7,625 crore. Revenue is anticipated to rise to ₹46,567 crore, reflecting a 13.7% year-on-year growth and a 2% sequential increase. Analysts are particularly focused on the company's guidance and deal momentum, given the current macroeconomic challenges, including uneven global IT spending and rising geopolitical tensions. Kotak Institutional Equities forecasts a 1% decline in USD revenue to $5,070 million, attributed to fewer billing days and seasonal weaknesses. Infosys is expected to provide initial revenue growth guidance for FY27, ranging from 1.5% to 4.5% in constant currency terms. The company's performance in the BFSI (Banking, Financial Services, and Insurance) segment is expected to remain resilient, while manufacturing may face challenges due to tariff uncertainties. Overall, the market is keenly awaiting Infosys's commentary on deal activity and macro uncertainties.