Infosys FY27 Guidance Cut Counters $5.2B Deal Bonanza, AI Revenue Uptick; Margins Steady Amid External
Infosys secured new business in a quarterly results development for FY27.
· NDTV Profit
Infosys lowered its FY27 constant-currency revenue growth guidance to 1%-2% from 1.5%-3%, despite securing $5.2 billion in large deals during Q2. AI revenue rose 29% sequentially to account for 10.5% of total revenue.
Key facts
- Period
- FY27
The analysis
Infosys reported movement of 1%, -2% and -3% for FY27. Those are the figures as filed — what moves the price is how they sit against what the market already expected, not their absolute size.
Against that, the stock is +0.0% on the day at ₹1,153.80, and has returned +9.6% over three months. It sits 32% below its 52-week high, which means a good deal of bad news was already in the price. The it sector has moved +4.6% over the same period, so Infosys is running 5.0 points ahead of its peers.
For Infosys, the question is how much of this is already reflected in the price and how much re-rates the it peer set alongside it.
Why it matters
- Earnings versus expectations is what actually re-rates a stock; the surprise matters more than the absolute number.
Market context
- The company directly in focus is INFY.
- Sector exposure: IT.
In this story
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