IT services giant Infosys on Thursday announced that the company will release results for the fiscal fourth quarter and year ended March 31 on April 17, 2025. “Infosys, a global leader in next-generation digital services and consulting, will announce results for the fourth quarter and year ended March 31, 2025 on Thursday, April 17, 2025 around 3:45 pm Indian Standard Time (IST),” it said in a regulatory filing.
After the release of the Q4 numbers, the leadership team will address a press conference at 4:15 pm on the same date. “The participating executives will address questions from the media during this interaction, which will be streamed live on the Investor Relations section of Infosys website,” it added.
Infosys will conduct a 60-minute conference call on April 17 at 5:30 pm IST, where the senior management will discuss the company’s performance and answer questions from participants.
For the third quarter of FY25, Infosys had reported profit at Rs 6806 crore, up 11.46 per cent YoY. The company had posted Q3 revenue from operations at Rs 41,764 crore, up 7.58 per cent as against Rs 38,821 crore posted during the third quarter of FY24.
Key expectations for Infosys’ Q4 results
The Indian IT services sector is expected to face indirect challenges due to the reciprocal tariffs imposed by US President Donald Trump, as analysts highlight potential disruptions in economic growth that could affect technology spending particularly in key verticals such as manufacturing, logistics, and retail. Kotak Institutional Equities (KIE) said, “The deterioration in the macro environment will weigh on Q4FY25 numbers and FY2026 guidance. Infosys will likely guide for 1-4 per cent growth and HCL Tech 3 5 per cent.”
On Infosys’ Q4 performance, KIE said, “We forecast sequential revenue decline of 2.3 per cent—(1) lower revenues from sale of third-party items for service delivery and (2) seasonal weakness in demand. The March quarter has been Achilles’ heel for Infosys. We forecast 60 bps sequential decline in EBIT margin due to wage revision for junior employees, offset by rupee depreciation. We expect a large deal TCV of $3 billion, a decline on YoY comparison. Focus will be on ACV of deal wins. We believe Infosys will guide for 1-4 per cent c/c revenue growth for FY2026.”
Meanwhile, InCred Equities said that seasonal softness is expected to drive a QoQ decline in CC revenue. “Revenue weakness and partial wage hike to negatively impact EBIT margin partly offset by operating efficiency and INR depreciation.” it added.
In terms of key monitorables, investor focus is expected to be on: (1) slowdown in spending due to tariff wars and a deteriorating macro, (2) program cancellations, if any, (3) strength of deal pipeline, especially noting muted large deal wins over the past three quarters, (4) pricing pressure from client demand of AI-driven efficiency, (5) margin levers in FY2026 and (6) assumptions underlying guidance and whether guidance is back-ended or front-loaded.
Estimates from brokerage firms:
InCred Equities
Revenue
Rs 42,085.80 crore; Up 11% YoY
Profit
Rs 6699.10 crore; Down 15.9% YoY
EBIT
Rs 8753.90 crore; Up 14.9% YoY
Kotak Institutional Equities
Revenue
Rs 41,767.20 crore; Up 10.1% YoY
Adjusted net profit
Rs 6580.10 crore; Up 9.7% YoY
EBIT margin
20.7%
JM Financial
Revenue
Rs 37,923.00 crore; Up 9.7% YoY
Net profit
Rs 7969.00 crore; Down 18.6% YoY
EBIT
Rs 7621.00 crore; Up 11.2% YoY