Infosys Q4 Results 2026: Date, Revenue, PAT & Analyst Outlook

The Infosys Q4 FY26 results date is confirmed as April 23, 2026, when the company’s board of directors will meet to approve the audited consolidated financial statements for the January-March 2026 quarter. As India’s earnings season moves from the IT sector opener (TCS declared April 9) toward banks, FMCG, and industrials, Infosys stands out as one of the most closely watched results in the IT Services space.

This Q4 FY26 preview covers the confirmed results date, analyst consensus estimates for revenue, PAT, and margins, the five key performance factors that will drive Infosys’s results, risks to watch, and what the numbers mean for the INFY share price in the near term.

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Infosys Q4 Results 2026 Date

Infosys Q4 FY26 results date is April 23, 2026. The board of directors will meet on this date to approve the audited consolidated and standalone financial statements for the quarter ended March 31, 2026, and for the full financial year FY2025-26. The board will also consider recommending a final dividend for FY26.

Here is how the broader Q4 FY26 earnings calendar looks for major companies:

For more results previews, visit the

Univest Blogs Q4 FY26 earnings coverage page.

Why Infosys Q4 FY26 Results Matter

Q4 (January-March) is the final quarter of the financial year, making it the most important results event of the year for most companies. Infosys Q4 FY26 will provide the full-year FY26 financial summary, management commentary on FY27 business outlook, and the final dividend announcement — all in a single board meeting.

For Infosys specifically, Q4 FY26 is particularly significant because the quarter captures the seasonal patterns most relevant to the IT Services sector. Management commentary and FY27 guidance from this single results event will set the investment narrative for the next 12 months.

Infosys Q4 FY26 Earnings Estimates

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Based on the consensus of leading brokerages including Motilal Oswal Financial Services, YES Securities, Kotak Institutional Equities, and JM Financial, here are the analyst estimates for Infosys Q4 FY26:

These are analyst consensus estimates and not guaranteed outcomes. Actual results may vary based on macroeconomic conditions, management decisions, and sector-specific developments. Note that the Q3 FY26 PAT number for some companies includes one-time items — the Q4 FY26 estimate assumes a normalised (clean) quarter.

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5 Key Factors Driving Infosys Q4 FY26 Performance

1. FY27 Revenue Guidance — The Market Pivot

Infosys provides annual CC revenue growth guidance, which becomes the single most important output of the Q4 results event. After guiding 4.5-5% CC growth for FY26 and delivering approximately 4.2%, the FY27 guidance range will define stock trajectory for the next 12 months. MOFSL expects guidance of 1.5-4.5% CC YoY, with the bear case reflecting macro headwinds from US tariffs and the bull case assuming deal ramp-up acceleration.

2. Large Deal Wins (TCV) — FY27 Revenue Visibility

Infosys has been consistently winning large deals — $3+ billion TCV per quarter in FY26. Q4 FY26 TCV of $4 billion+ would signal strong FY27 revenue visibility. The composition of deals (new logo vs renewals, BFSI vs manufacturing vs retail) will help analysts build vertical-level FY27 forecasts.

3. GenAI-Linked Revenue Contribution

Infosys Topaz (its GenAI service offering) has been a key narrative driver. Management commentary on the percentage of new deal bookings that include GenAI components, and the revenue ramp from existing GenAI projects, will determine whether Infosys is a genuine AI beneficiary or merely using AI-adjacent language for narrative purposes.

4. EBIT Margin Trajectory

Infosys Q3 FY26 EBIT margin was 21.3%. Q4 is typically a seasonally weak quarter for margins due to visa costs and subcontracting expenses. Sustaining margins above 21% in Q4 despite these headwinds would demonstrate operational discipline. Management’s FY27 EBIT margin guidance will also be closely watched.

5. Daimler Ramp-Down and Client Concentration

Infosys’s large Daimler engagement is expected to see reduced volumes in FY27 as the client completes the transformation programme phase. The size of the Daimler ramp-down will be a known headwind for FY27 top-line growth that management needs to offset with new deal ramp-ups.

5 Risks to Watch in Infosys Q4 FY26

Risk 1: Weak FY27 Guidance (Below 4% CC)

If Infosys guides for less than 4% CC growth for FY27, it would represent continued demand weakness and could trigger a 10-15% stock decline from current levels.

Risk 2: US Tariff Impact on IT Budgets

The 26% US reciprocal tariff creates macro uncertainty for US enterprise spending. If US clients pause or defer IT projects in response to tariff-induced cost pressures, Infosys’s deal pipeline could slow.

Risk 3: Rupee Depreciation Headwinds (Cost Side)

A weaker rupee helps Infosys’s reported revenue (dollar-denominated) but hurts its visa, travel, and subcontracting costs which are partly dollar-denominated. Cost-side headwinds from a weaker rupee can offset the revenue tailwind.

Risk 4: Attrition and Talent Costs

If IT sector hiring picks up in FY27, wage inflation and attrition could return as margin headwinds. Infosys’s ability to maintain employee utilisation above 84% is critical for margin defence.

Risk 5: Valuation Relative to Growth

At 20x FY27 earnings, Infosys commands a premium that requires at least 6-8% CC revenue growth to be justified. Below-consensus guidance would make the valuation unsustainable.

Infosys Share Price and Analyst Targets

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Conclusion

Infosys Q4 FY26 results on April 23 will be the most important IT results event of the season. The FY27 guidance is the market-moving number — everything else is secondary. At Rs 1,550 and down 17% from its 52-week high, Infosys offers reasonable value if FY27 guidance is 4%+ CC. Any guidance above 5% CC would be a significant positive catalyst. Watch the earnings call commentary carefully.

Investments in securities are subject to market risk. Please read all related documents carefully before investing. This article is for educational purposes only and does not constitute investment advice. All estimates are analyst consensus figures and not guaranteed. Consult a SEBI-registered financial advisor before making any investment decision.

Frequently Asked Questions — Infosys Q4 Results 2026

Q1. When is Infosys Q4 results 2026 date?

Infosys Q4 FY26 results date is April 23, 2026. The board of directors will meet on this date to approve the January-March 2026 quarter financial results and consider recommending a final dividend for FY26.

Q2. What is Infosys Q4 FY26 revenue estimate?

Analyst consensus estimate for Infosys Q4 FY26 revenue is Rs 42,600 Cr. This is based on consensus from leading brokerages including Motilal Oswal, YES Securities, and Kotak Institutional. Actual results may vary.

Q3. What is Infosys Q4 FY26 PAT estimate?

Analyst consensus estimate for Infosys Q4 FY26 net profit (PAT) is Rs 7,700 Cr. The Q3 FY26 actual PAT was Rs 6,806 Cr. Analysts expect a recovery driven by the factors discussed in this article.

Q4. What dividend is Infosys expected to declare for Q4 FY26?

Infosys is expected to declare a final dividend of Rs 22 per share (expected) for FY26, subject to board approval at the April 23, 2026 board meeting and subsequent shareholder approval at the Annual General Meeting.

Q5. What is Infosys current share price and market cap?

Infosys is trading at Rs 1,550 as of April 2026, with a market capitalisation of Rs 6.5 lakh crore. The 52-week high is Rs 2,006 and the 52-week low is Rs 1,307. The 1-year return is -17%.

Q6. What are analysts saying about Infosys Q4 FY26?

Analyst consensus on Infosys is broadly positive for Q4 FY26. Key metrics being tracked include the margin trajectory, +0.5% growth, and management commentary on FY27 outlook. Specific analyst ratings and targets are available on the Univest Screener.

Q7. Where can I check Infosys Q4 FY26 results?

Infosys Q4 FY26 results will be available on: (1) NSE India (nseindia.com) under Corporate Announcements; (2) BSE India (bseindia.com) under Corporate Results; (3) Infosys’s investor relations website; and (4) the Univest App with real-time result analysis.

Q8. What is Infosys’s NSE ticker symbol?

Infosys’s NSE ticker symbol is INFY. It is listed on both NSE and BSE. Track live price, fundamentals, and analyst ratings on the Univest Screener at univest.in/screeners.

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