Guidance cut expected? Infosys may not have good news for investors in Q1 results

Infosys is expected to report 15 percent year-on-year revenue growth and 13 percent year-on-year profit growth for Q1FY27, according to average estimates from six brokerages. Sequential constant currency revenue growth is seen at 1.5-2.3 percent, helped by seasonality, billing days and acquisition contribution from Optimum and Stratus, though organic growth remains modest at around 1 percent. Brokerages are divided on FY27 guidance, with Motilal Oswal expecting a 50 basis point cut to the upper end of the band to 1.5-3 percent, while Nuvama and Kotak expect a raise driven by acquisitions; deal total contract value is seen at $2.5-3.5 billion.