Infosys reported a strong Q4 FY26 performance, with consolidated net profit rising 20.87% year-on-year to Rs 8,501 crore. The company also guided for 1.5% to 3.5% revenue growth in fiscal 2027, signaling a cautious but stable outlook for the next year.
Q4 performance in focus
Infosys posted revenue from operations of Rs 46,402 crore in the March quarter, up 13.38% year-on-year and 2% sequentially. Profit growth was supported by lower tax expenses, while EBIT margin expanded to 21% from 18.4% in the previous quarter.
The company’s quarterly numbers came in ahead of some Street expectations, especially on profit. Analysts had been looking for lower earnings, making the bottom-line beat an important highlight for the stock.
FY27 guidance and demand outlook
Along with its results, Infosys said it expects revenue growth of 1.5% to 3.5% for FY27 in constant currency terms. That forecast was slightly below market expectations, though management said the demand environment remained steady.
The guidance suggests that Infosys is entering FY27 with a conservative outlook rather than aggressive expansion assumptions. Still, the company’s steady deal pipeline and segment strength, especially in financial services and energy, continue to support its medium-term outlook
Dividend announcement
Infosys also announced a final dividend of Rs 25 per equity share for the financial year ended March 31, 2026. The company fixed June 10, 2026 as the record date, and the dividend will be paid on June 25, 2026.
This keeps Infosys among the large-cap IT names that continue to reward shareholders through regular cash payouts. For income-focused investors, the dividend remains an important part of the stock’s appeal.
Market reaction and what it means
The results show that Infosys is still delivering growth even in a mixed global IT spending environment. Stronger profit, margin expansion, and a disciplined dividend policy make the company attractive to long-term investors, even though FY27 guidance is cautious.
At the same time, the lower-end guidance indicates that management is not expecting a sharp demand recovery. That could keep pressure on sentiment in the near term, especially if global tech spending remains uneven.
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