Shares of Infosys Ltd surged nearly 1.5% to ₹1,948.85 as of 10:02 am on Thursday, ahead of the company’s Q2 results. Infosys is expected to report a 10-15% year-on-year (YoY) increase in net profit, driven by a 5% growth in sales. The growth is likely to be aided by the In-tech acquisition, positioning Infosys to potentially outpace its Tier 1 peers in constant currency revenue growth on a sequential basis.
The IT giant, led by Salil Parekh, may also raise its revenue guidance for FY25, while retaining its margin guidance. For the quarter, Infosys’ margins are expected to expand, although marginally.
Investors are keenly watching for an interim dividend announcement and any commentary on the FY25 demand environment, particularly around discretionary spending. Other key areas of focus include deal TCVs, the sales pipeline, margin levers, attrition rates, and pricing strategies.