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

Wed Apr 01 2026

Infosys Q4 Results FY26 — Board meeting on April 23, 2026

The Infosys Q4 results 2026 date is set to be one of the most closely watched earnings events of the April-May 2026 results season. With results scheduled for April 23, 2026, investors and analysts across brokerages are building their expectations around revenue, PAT, margin trajectory, and what management will say about FY27.

Infosys enters Q4 FY26 at a CMP of ~Rs. 1,550, against a 52-week high of Rs. 2,006 and a 52-week low of Rs. 1,307. The one-year return stands at -17%, making this quarter’s result and guidance commentary particularly important for investors deciding whether to hold, add, or exit.

This article covers the Infosys Q4 results 2026 date, earnings estimates, key factors driving performance, five risks to watch, analyst ratings and price targets, and a full set of FAQs around what investors are searching for ahead of the announcement.

Table of Contents

Infosys Q4 Results 2026 Date

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The Infosys Q4 FY26 results date is April 23, 2026. The board of directors will meet to approve the audited financial statements for the quarter and full financial year ended March 31, 2026. The board will also consider recommending a dividend for FY26 shareholders, subject to approval at the upcoming Annual General Meeting.

Here is how the broader Q4 FY26 earnings calendar looks for large-cap Indian companies in April–May 2026:

Company	Q4 FY26 Results Date
TCS	April 9, 2026
HDFC Bank / ICICI Bank	April 18, 2026
HCL Technologies	April 21, 2026
Infosys	April 23, 2026

Source: BSE/NSE exchange filings, April 2026. Expected dates may change. Verify before relying.

Why This Quarter Matters

Every quarterly result tells a story, but Infosys Q4 FY26 carries more weight than a routine earnings print. Infosys Q4 results on April 23, 2026 will be defined by one number above all others: the FY27 revenue guidance range.

The market is also watching closely because Q4 is the full-year wrap-up quarter — meaning the annual results, dividend recommendation, and FY27 outlook commentary all arrive on the same date. Management tone on demand environment, pricing, and deal pipeline will shape investor expectations for the next 6–12 months, not just the next quarter.

Infosys Q4 FY26 Earnings Estimates

Infosys Q4 FY26 — Revenue, PAT, margin and growth estimates from leading brokerages

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Here is what leading brokerages are estimating for Infosys Q4 FY26 results:

Metric	Q3 FY26 (Actual)	Q4 FY26 (Estimate)
Revenue (Rs. Cr)	45,479	46,000 – 47,200
Net Profit / PAT (Rs. Cr)	6,654	6,900 – 7,400
Margin	20.8%	20.5 – 21.0%
CC / Volume Growth	Prior quarter	-0.7% QoQ (est.)
Dividend (FY26)	Rs. 22/share (FY26 interim so far)	Rs. 20 – 22 final (expected)

Estimates compiled from MOFSL, YES Securities, JM Financial. Actual figures from NSE/BSE filings. Verify before investing.

The estimates above represent analyst consensus. Actual results could diverge — positively or negatively — based on one-time items, currency movements, and sector-specific developments. The key number to watch, beyond the headline PAT, is management’s commentary on FY27 guidance.

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5 Key Factors That Will Drive Infosys Q4 FY26 Performance

FY27 Revenue Guidance

The single most-watched output from this quarter. Infosys typically guides on a constant currency revenue growth range for the full year. MOFSL expects guidance of 1.5–4.5% CC YoY, with the lower end accounting for macro headwinds and the Daimler ramp-down. Any guidance above 4% would be a meaningful positive surprise for the stock.

Life Sciences Vertical

YES Securities notes that life sciences is gaining momentum for Infosys after a soft patch. This vertical has been a bright spot heading into Q4, and any positive commentary on deal wins in pharma and healthcare IT will support the revenue outlook.

Daimler Ramp-Down Impact

Infosys is expected to absorb lower revenue contribution from the Daimler account in FY27. This is a known headwind, but the quantum of impact on Q4 revenue and management’s ability to back-fill the gap with new wins will determine FY27 guidance credibility.

EBIT Margin Stability

MOFSL expects Infosys EBIT margins to remain broadly stable QoQ in Q4. The company received a 1-month wage hike impact in Q4, which is a headwind, but currency tailwinds and operational efficiency measures should offset a significant portion of this pressure.

Total Contract Value of Deal Wins

Infosys posted strong TCV of approximately $11.7 billion for FY26 according to YES Securities estimates. Q4 deal wins will signal whether the pipeline is converting fast enough to offset the Daimler gap and sustain double-digit YoY revenue growth in specific verticals.

5 Risks to Watch in Infosys Q4 FY26

Weak Discretionary Spending

Global IT discretionary spending — the category most sensitive to macroeconomic uncertainty — has been soft for three straight quarters. Infosys derives a meaningful portion of its revenue from consulting and transformation projects that fall in the discretionary bucket. Any further deferral by US and European clients is a direct headwind.

Daimler Revenue Cliff

The anticipated ramp-down of the Daimler account is a structural revenue headwind for FY27. If Infosys cannot adequately back-fill this gap through new deal wins in Q4, FY27 guidance will be set at a lower starting point, making revenue recovery harder.

AI-Led Margin Compression Risk

While Infosys is actively building AI capabilities through its Topaz platform, AI tools that increase developer productivity can reduce billable hours in time-and-material contracts. This is a structural risk that is beginning to appear in pricing conversations with clients, even if it has not yet materially impacted reported financials.

Conservative FY27 Guidance

Given the geopolitical uncertainty from US tariffs and global trade tensions, Infosys management may choose to guide conservatively for FY27 to manage expectations. A guidance range of 1.5–3% CC growth would disappoint the market, which is positioning for a recovery narrative.

H-1B Visa Exposure

Like TCS and other Indian IT majors, Infosys depends on H-1B visas for onsite delivery in the US market. Any tightening of immigration rules increases cost of delivery and limits operational flexibility in its single largest geography by revenue.

Infosys Share Price and Analyst Ratings

Infosys share price snapshot and analyst ratings heading into Q4 FY26 results

Infosys shares are trading at ~Rs. 1,550 as of late March 2026. The 52-week high stands at Rs. 2,006 and the 52-week low at Rs. 1,307. One-year return is -17%, against a market cap of ~Rs. 6.42 Lakh Cr.

Here is where leading brokerages stand on Infosys heading into Q4 FY26 results:

Brokerage	Rating	Target Price	Key Thesis
YES Securities	Buy	Rs. 1,672	Life sciences momentum + strong TCV
MOFSL	Buy	NA	CC growth exit rate ~4.3% YoY for FY27
Sharekhan	Cautious	NA	Discretionary weakness + Daimler ramp-down
JPMorgan	Cautious	NA	AI disruption + lower deal conversion

Source: Publicly available analyst notes, March–April 2026. For informational purposes only.

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Conclusion

Infosys Q4 results on April 23, 2026 will be defined by one number above all others: the FY27 revenue guidance range. The quarterly earnings themselves — PAT in the Rs.6,900–7,400 crore range and EBIT margins holding at ~20.5–21% — are largely expected. What the market will trade on is whether CEO Salil Parekh guides for 1.5–4.5% or above 4% CC growth for FY27. A confident guidance, combined with strong deal TCV and positive life sciences commentary, could be a meaningful recovery catalyst for a stock that has lost 17% in one year.

This article is for informational and educational purposes only. Investments in securities are subject to market risk. Please read all related documents before investing. Past performance is not indicative of future results.

For more Q4 earnings previews across IT, banking, auto, and pharma sectors, visit Univest Blogs.

Frequently Asked Questions

What is the Infosys Q4 results 2026 date?

The Infosys Q4 results 2026 date is April 23, 2026. The board will meet to approve the audited Q4 FY26 financial results — covering the quarter ended March 31, 2026 — and will consider a dividend recommendation for FY26.

What is the Infosys Q4 FY26 PAT estimate?

Analysts estimate Infosys Q4 FY26 net profit (PAT) in the range of Rs.6,900 – 7,400 crore. This estimate is based on revenue assumptions of Rs.46,000 – 47,200 crore and a margin of 20.5 – 21.0%. Actual results may differ from these consensus estimates.

What is Infosys’s current share price ahead of Q4 results?

Infosys shares are trading at approximately ~Rs. 1,550 as of late March 2026. The 52-week high is Rs. 2,006 and the 52-week low is Rs. 1,307. The one-year return is -17% and the market cap stands at ~Rs. 6.42 Lakh Cr.

Will Infosys declare a dividend in Q4 2026?

Infosys is expected to consider a dividend recommendation at the April 23, 2026 board meeting. FY26 dividends paid so far total Rs. 22/share (FY26 interim so far). Analysts estimate the Q4 final or additional dividend at Rs. 20 – 22 final (expected) per share, subject to board approval and shareholder ratification at the AGM.

Which analysts have a Buy rating on Infosys before Q4 results?

YES Securities (Buy, TP: Rs. 1,672); MOFSL (Buy, TP: NA). These ratings are based on publicly available analyst notes from March–April 2026. They are for informational purposes only and not a recommendation.

What were Infosys Q3 FY26 results?

Infosys Q3 FY26 results showed revenue of Rs.45,479 crore and PAT of Rs.6,654 crore. Margins were at 20.8%. Q4 is expected to show a different picture — review the estimates table in this article for full expectations.

When do Infosys and TCS announce Q4 results 2026?

TCS Q4 results 2026 date is April 9, 2026. Infosys Q4 results date is April 23, 2026. HCL Technologies reports on April 21. Read full Q4 previews for all these companies on Univest Blogs.

Is Infosys a good investment ahead of Q4 results?

This depends on your risk appetite, investment horizon, and portfolio context. Infosys has both compelling factors and genuine near-term risks — both are covered in detail in this article. Consult a SEBI-registered financial advisor before making any investment decision. Use the Univest Screener to assess Infosys fundamentals independently before investing.

Disclaimer: Investment in the share market is subject to risk. This article is for informational and educational purposes only and does not constitute investment advice. All financial data and analyst estimates are sourced from publicly available information including NSE/BSE filings, MOFSL, YES Securities, JM Financial, Screener. in and company investor relations pages. Verify all numbers before investing. Consult a SEBI-registered advisor before making investment decisions.