Infosys is set to announce its Q3 FY25 results on Thursday, January 16. Market participants are keenly awaiting the earnings update, given the company’s performance trends and the outlook for FY25.
Key Expectations:
- Revenue Growth:
- Expected to rise by 5-6% YoY to ₹41,150-₹41,250 crore.
- Marginal QoQ growth of 0.5-1% anticipated.
- Net Profit:
- Projected to grow 9-10% YoY to ₹6,680-₹6,770 crore.
- Likely to see a 3-4% QoQ increase.
- EBIT Margins:
- Expected to improve, supported by the rupee’s depreciation, consistent deal wins, and enhanced operational efficiencies.
Key Focus Areas:
- FY25 Revenue Guidance:
- Analysts are looking for potential upward revisions from the 3.75-4.5% growth range announced earlier.
- New Deal Wins:
- Updates on large contracts and client acquisitions will be closely monitored.
- Demand Outlook:
- Management’s insights on discretionary spending trends and industry-specific demand will be key.
Stock Performance:
- Infosys shares closed 0.39% higher at ₹1,947 on January 15.
- The stock has gained 3.6% in January 2025 and 21.8% in 2024, significantly outperforming the NIFTY50 index, which rose 8.8% in the same period.
With modest revenue growth expected, investors will be closely watching Infosys’ commentary on demand trends, discretionary spending, and strategic initiatives to navigate the current economic landscape.
TOPICS:
Infosys