Infosys Q4 earnings: Net profit rises 21% to ₹8,501 crore, pegs revenue growth of 1.5%-3.5% for FY27

Infosys, the country's second-largest information technology (IT) services company, on Thursday, April 23, reported a net profit of ₹8,501 crore in the January-March quarter, marking an increase of 21% from ₹7,033 crore in the same period last year. On a sequential basis, the company's profit jumped 28% from ₹6,654 crore in the previous quarter.

The Bengaluru-based company's revenue from operations in the fourth quarter of financial year 2025-26 advanced 13% to ₹46,402 crore from ₹40,925 crore in the year-ago period. In constant currency terms, Infosys' revenue grew 4.1% year on year (YoY) and 1.3% quarter on quarter (QoQ).

In dollar terms, revenue in Q4 came in at $5,040 million.

For the financial year 2026, Infosys clocked revenue of $20,158 million, registering a growth of 3.1%.

Infosys has guided for revenue growth in the range of 1.5%-3.5% for the current financial year in constant currency terms and an operating margin of 20%-22%.

For the financial year 2025-26, Infosys signed new deals with a total contract value of $14.9 billion, and in Q4, it signed deals worth $3.2 billion.

North America remained the largest revenue contributor for Infosys at 55.7%, Europe contributed 9.1%, and business from the rest of the world came in at 9.1%.

The company had a total of 41 clients in the $100 million plus category.

Infosys’ board recommended a final dividend of ₹25 per share. The record date for the purpose of payment of final dividend is June 10, 2026, and the dividend will be paid on June 25, 2026, Infosys said.

Management commentary

“We delivered a resilient performance in FY 26 with growth of 3.1% with strong large deal wins of $14.9 billion, reflecting the robustness of our enterprise AI value proposition and market share gains in large transformation opportunities. The simplicity and strength of our AI services strategy across six areas is gaining traction in the market further strengthened by strong ecosystem AI partnerships enabling clients to get value from AI”, said Salil Parekh, CEO and MD.

“Our AI First value framework and differentiated Topaz Fabric, position us uniquely to deepen client trust and gain greater share of the market”, he added.

“FY 26 was a year of disciplined execution and financial resilience reflecting in 21% adjusted operating margin and healthy free cash flow of $3.7 billion. Savings from Project Maximus enabled us to invest in strategic areas like talent, AI and sales & marketing”, said Jayesh Sanghrajka, CFO.

Key client wins

Infosys collaborated with ExxonMobil to enable the development and deployment of high-efficiency cooling systems that can meet the growing demands of AI and high-performance computing workloads.

The company collaborated with Crocs to drive a comprehensive IT and business process transformation with AI-powered innovation and advanced automation capabilities.

Infosys announced a strategic collaboration with Incora to drive faster, accurate, and resilient supply chain operations with the use of artificial intelligence globally.

Infosys shares ended 2.21% lower at ₹1,240.60 ahead of its earnings announcement.