Infosys ADR was down as much as 4.75% to $12.84 in trading, indicating a weak reaction from overseas investors despite a strong sequential rise in profit and margin expansion during the quarter.
Fourth Quarter Results
IT major reported a 20.8% rise in consolidated net profit to ₹8,501 crore in the January-March quarter and guided for 1.5 to 3.5% revenue growth for FY27, pinning its optimism on momentum in financial services, utilities, and AI services. The company’s revenue from operations increased 13.4% to ₹46,402 crore in Q4 FY26 compared to Rs 40,925 crore in the year-ago period.
Also Read: Infosys hits $20 billion milestone, closes gap with TCS despite IT slowdown
In the full 2025-26 fiscal year, Infosys’ net profit climbed 10.20% to ₹29,440 crore from ₹26,713 crore in 2024-25. Its revenue from operations in FY26 rose 9.6% to ₹178,650 crore. For FY27, Infosys has given a revenue growth forecast of 1.5 to 3.5% in constant currency terms.
The total employee headcount stood at 328,594 at the end of Q4 FY26, marking a sequential drop of 8,440 staff from 3,37,034 in Q3 FY26, but an increase (of 5,016 staff) compared to 3,23,578 in Q4 FY25.
The company secured large deals with a total contract value (TCV) of $3.2 billion in Q4. For the full year FY26, large deal TCV hit $14.9 billion, of which 55% was net new.
Also Read: Infosys cuts 8,440 jobs in Q4; targets 20,000 fresher hires in FY27
The core markets of North America and Europe registered a year-on-year growth of 4.1% in constant currency (CC) in Q4 FY26. Rest of the World (RoW) markets grew by 5%, while the India market remained flat. Life sciences led the Q4 sectoral growth at 11.6 per cent, followed by communication at 9% and energy, utilities, resources and services at 6.7%.
Financial Services posted a moderate growth of 2.95%, manufacturing grew 1.3%, and retail was nearly flat at 0.5%. The hi-tech vertical was the only segment to report a decline, shrinking by 1.2%.
(Edited by : Jomy Jos Pullokaran)
