Infosys Q4 Profit Jumps 21%, Signals Cautious Growth Outlook for FY27

Infosys reported a strong performance in the January–March quarter, with consolidated net profit rising 20.8 per cent year-on-year to ₹8,501 crore, driven by steady demand across financial services, communications, manufacturing , and growing traction in AI-led services . The company’s revenue from operations increased 13.4 per cent to ₹46,402 crore in Q4 FY26 compared to the same period last year. For the full financial year FY26, Infosys posted a net profit of ₹29,440 crore, marking a 10.2 per cent rise , while annual revenue climbed 9.6 per cent to ₹1,78,650 crore.

Looking ahead, Infosys has issued a cautious growth outlook for FY27 , projecting revenue expansion in the range of 1.5 to 3.5 per cent in constant currency terms. The company attributed the moderated guidance to a changing global economic environment , including geopolitical tensions and uneven discretionary spending, though it noted that underlying demand conditions remain resilient in key markets . CEO and MD Salil Parekh said the year had started on a strong note, supported by healthy activity in financial services, communications, and manufacturing, particularly in Europe. He highlighted growing opportunities in artificial intelligence , stating that AI-driven services such as engineering, data transformation, legacy modernisation, and process optimisation are expected to become major growth drivers going forward.

Infosys also acknowledged that AI is beginning to disrupt parts of its traditional IT services and BPM offerings , but said the impact is being balanced by new-age service expansion. The company secured large deals worth $3.2 billion in Q4 , taking total contract value for FY26 to $14.9 billion, with more than half being net new business . Employee strength stood at 3,28,594 at the end of Q4, with over 20,000 freshers hired during FY26, a trend the company plans to continue in FY27. The board also recommended a final dividend of ₹25 per share , taking total shareholder returns in FY26 to over ₹37,500 crore. Despite strong earnings, Infosys shares closed lower ahead of the results, reflecting cautious investor sentiment amid global uncertainties.