India's benchmark indices, Nifty50 and Sensex started the day in green after a muted week.
I maintain a Hold rating on Infosys due to ongoing macroeconomic uncertainties and cautious client spending, limiting transformational project growth. Revenue growth is mixed across verticals, with strength in Financial Services and Manufacturing offset by weakness elsewhere; topline growth remains sequentially lower. Infosys boasts record cash flow, solid capital allocation, and minimal stock-based compensation, but faces employee retention and competitive pressures.
Indian tech giant Infosys forecast muted annual revenue growth on Thursday in an outlook that suggests clients might curtail tech spending because of growing global uncertainty.
Infosys Limited (NYSE:INFY ) Q4 2025 Earnings Conference Call April 17, 2025 8:00 AM ET Company Participants Sandeep Mahindroo - Head of IR Salil Parekh - CEO and Managing Director Jayesh Sanghrajka - CFO Conference Call Participants Ankur Rudra - JPMorgan Kumar Rakesh - BNP Paribas Abhishek Pathak - Motilal Oswal Gaurav Rateria - Morgan Stanley Jonathan Lee - Guggenheim Partners Keith Bachman - BMO Capital Surendra Goyal - Citi Abhishek Kumar - JM Financial Sandeep Shah - Equirus Securities Vibhor Singhal - Nuvama Institutional Equities Nitin Padmanabhan - Investec India Manik Taneja - Axis Capital Ashwin Mehta - Ambit Capital Girish Pai - BOB Capital Markets Operator Ladies and gentlemen, good day, and welcome to Infosys Limited Q4 FY '25 Earnings Conference Call. As a reminder all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes.
INFY's Q4 results reflect growth across manufacturing and financial services segments on the back of its key strategic initiatives and unique offerings.
While the top- and bottom-line numbers for Infosys (INFY) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Get a deeper insight into the potential performance of Infosys (INFY) for the quarter ended March 2025 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics.
Options bears are blasting Infosys Ltd (NYSE:INFY) stock, with 23,000 puts traded so far today -- 14 times the intraday average volume -- compared to just 142 calls.
Infosys is a global leader in digital services, well-positioned for long-term value creation despite near-term macroeconomic uncertainties and subdued client spending. INFY's strong client relationships, robust service portfolio, and operational excellence support resilient margins, with significant new large deal wins and a solid free cash flow generation. Growth strategies include leveraging the Topaz AI platform and Cobalt cloud solutions, strategic acquisitions, and enhancing operational efficiency through Project Maximus.
The heavy selling pressure might have exhausted for Infosys (INFY) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal.
Indian IT services provider Infosys on Friday said it had reached an agreement with the plaintiffs of lawsuits pending against its U.S. unit over the 2023 cyber incident.
Salil Parekh, Infosys CEO and managing director speaks to Bloomberg's Haslinda Amin on the sidelines of the 2025 World Economic Forum in Davos. They talk about the impact of President Donald Trump on business, earnings, immigration and artificial intelligence.