Infosys Q4 Profit, Revenue Up 10% Driven by 4% Rupee Weakness
Infosys’s fourth-quarter revenue and net profit should climb roughly 10% year-over-year, primarily benefiting from a 4% rupee depreciation versus the dollar, while constant-currency growth is seen near 2%. The company is poised to forecast 2%-4% revenue growth for fiscal 2027 as AI budget hesitancy persists.
1. Q4 Performance Drivers
Analysts project Infosys’s revenue and net profit to increase about 10% year-on-year in the fourth quarter, largely reflecting a 4% rupee depreciation against the U.S. dollar, with limited deal wins and patchy ex-BFSI growth underpinning subdued underlying momentum.
2. Constant-Currency Growth and Sector Context
Stripping out currency effects, Infosys may see near 2% revenue growth, mirroring the 1.8% constant-currency rise forecast for the top four Indian IT firms, as weaker discretionary spending and macro uncertainties weigh on client budgets.
3. Fiscal 2027 Guidance and Outlook
Infosys is expected to set annual revenue guidance at a 2%-4% increase for fiscal 2027, with investors focusing on the firm’s ability to sustain growth and capitalize on AI-led projects amid ongoing client budget caution.