According to Nuvama Institutional Equities, operating leverage and an extraordinary item in Q4 might cause Infosys’ profit to increase 10.2% YoY to ₹6,551 crore on a 2.6% YoY increase in sales to 38,918 crore. The company’s EBIT margin is expected to be 20.8%. “We believe Infosys will retain revenue growth target of 1-3 percent CC YoY and margins in the 20–22 percent range for FY25,” the statement read.
According to ICICI Securities, they estimate 3.5% YoY growth in dollar value for FY25. They also stated that the transaction pipeline is robust and the projects they won in the previous quarter are ramping up as planned. In comparison to Q4FY24, the quantity of significant deals has also doubled. We anticipate having an order book of about $5 billion. Infosys finalised the acquisition of In-Semi (assuming a quarterly run rate of 4.5 million in Q1). The in-tech purchase is anticipated to conclude in H1FY25.
“The company should be able to maintain FY25 revenue growth guidance of 1-3 per cent in CC terms and margin growth guidance of 20-22 per cent,” according to Antique Stock Broking’s forecast.