Infosys reports higher fourth-quarter profit and sets FY27 revenue growth guidance at 1.5%-3.5%
The Facts
- Infosys reported consolidated net profit of Rs 8,501 crore for the January-March quarter, up about 20.8% from Rs 7,033 crore a year earlier.
- The company's revenue from operations in the quarter rose 13.4% year over year to Rs 46,402 crore.
- For FY27, Infosys guided for revenue growth of 1.5% to 3.5% in constant currency.
- The FY27 guidance became a central issue for investors, and Infosys shares fell by roughly 3.5%-4% on April 24 after the earnings announcement.
- Infosys said it plans to hire about 20,000 freshers in FY27 even as its total headcount fell in the March quarter to 328,594.
- The company reported that headcount declined by more than 8,000 employees from the previous quarter, while attrition rose to 12.6% from 12.3% in the December quarter.
- Infosys also reported full-year FY26 net profit of Rs 29,440 crore, up 10.2%, and full-year revenue from operations of Rs 1,78,650 crore, up 9.6%.
Context
Why did Infosys shares fall after the results if profit increased?
Multiple reports said investors focused more on Infosys's FY27 revenue growth guidance of 1.5%-3.5% in constant currency than on the quarterly profit increase, and the stock fell nearly 4%-5% after the announcement News18,India Today,mint.
What did Infosys say about hiring and staffing?
Infosys said it plans to hire around 20,000 freshers in FY27, but its total headcount at the end of the March quarter was 328,594 after a sequential decline of more than 8,000 employees; attrition also edged up to 12.6% from 12.3% in the prior quarter News18,mint,Financial Express.
What else did Infosys announce with the quarterly results?
The company recommended a final dividend of Rs 25 per equity share for FY26, with June 10, 2026 as the record date and June 25, 2026 as the payment date Indian Express,Financial Express.
How left and right read it
The striking tension here is between strong reported results and what they may mean for workers. Infosys posted higher quarterly profit and revenue, and said it plans to hire about 20,000 freshers in FY27, but total headcount fell by more than 8,000 in the March quarter while attrition edged up to 12.6%, raising questions about how gains are being shared inside the company.
What stands out is the market’s focus on forward discipline rather than backward-looking numbers. Infosys reported stronger quarterly profit and revenue, but investors centered on the FY27 constant-currency growth guide of 1.5% to 3.5%, and the shares fell roughly 3.5% to 4%, underscoring that valuation turns on credible expectations about future performance.
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