Infosys will report its June quarter (Q1) results today, with the IT major expected to post double-digit growth in both revenue and profit. Brokerages, however, remain divided on whether the company will raise or cut its FY27 revenue growth guidance, amid weak discretionary demand, AI-led pricing pressure and macro uncertainty in the US. The stock has been under pressure this year, eroding Rs 2.5 lakh crore of investor wealth.
The IT major is likely to report 15% year-on-year growth in revenue and 13% year-on-year growth in profit after tax for the quarter ended June 30, 2026, according to the average estimate of six brokerages. Sequential growth is expected to be helped by seasonality, more billing days and acquisition contribution from Optimum and Stratus. However, organic growth is expected to remain modest, showing that the demand recovery is still gradual.
