Between Q4 Revenue Jitter, Infosys expects to recover in the coming quarters

Infosys performance was worse in the March quarter on the revenue front compared to Pierce Tata Consultancy Services (TCS) and Wipro. It pulled the top line growth of FY 25 to 4.2%, the company’s guidance range growth of 4.5-5%. The second largest IT exporter in the country has rarely missed its guidance, which is generally considered by the field analysts as the Rs. Do not come down well with investors because they are not able to meet their own-active estimates. In addition, the loss of active customers in various brackets of total contract value (TCV), which was similar to Wipro, and a careful attitude by consumers, will be a mute improvement in a new deal win compared to two colleagues while running transformational deals in the short term will weigh in.

For Infosys, revenue fell 4.2% in the March quarter, respectively, with 730 million, the worst quarter fall of the March 2009 quarter, while it was down 3.3% due to the financial crisis in the Western economy. According to the management comment during the media conference after the announcement of the result, the acute collapse at this time is attributed to the third -party related lower cost. Like other IT vendors, Infosys produces revenue by selling third-party software ftware licenses. Dipping this income flow causes more than two -thirds of the sequential fall recorded in the company’s top line in the quarter.

For the current fiscal year (FY26), analysts were distributed to whether the company in the US. Whether or not the government will be able to issue predictions in view of the indefinite business environment affected by the tendency to apply mutual import duties. The company, however, has guided for flat income or 3% growth for the financial year 26. Operating pearing margin band is maintained 20-22%. It delivered 21.1% margin for FY 25.

While Infosys expect a lower growth of the financial year 26, while the fiscal year has increased by $ 27 million, the forecast comes with a background of a sharp income reduction in the fourth quarter of FY 25. So it reflects the expectations of the possible bounce of management in the next quarters.

The company won a big deal of $ 2.6 billion in the March quarter. It consists of more than half of the new deal, which was one of the highest quantities for a quarter according to management. However, the total deal in the quarter was $ 2.5 billion booked in the previous quarter and 42% less than $ 4.1 billion in the previous quarter. Wipro reported better traction on TCS and other hands.

It is planned to add 20,000 freshers in FY 26, compared to 15,000 in FY 25. A continuous increase in employee’s attrition rate from 13.7% before a quarter and 12.6% in the previous quarter and a continuous increase of 12.6% to 12.6% and 12.6%.

Infosys shares have dropped by about 12% in the past month, compared to the 7-9% drop recorded by Pierce. Looking at the show in the March quarter, it can remain under pressure in the short term.