Infosys Q4 Results 2025 Highlights: 'On track to hire over 20,000 freshers in FY26,' says CFO

Infosys post-earnings press conference has concluded. CEO Salil Parekh and CFO Jayesh Sanghrajka addressed several questions from the media. The earnings call with investors is scheduled at 5.30 pm.

Speaking on the Mysuru trainee layoffs, Infosys CEO Salil Parekh said the company has supported laid off trainees to get them ready for the standards that the firm's clients are expecting.

Infosys CEO Salil Parekh said the company is seeing more employees working from office. "At the company level, we are flexible regarding work from home policies. There are certain departments which have the flexibility to call people to office. The flexibility has been hugely appreciated by the employees," he said.

Infosys CEO Salil Parekh said European market has gone down for the company as well, like its peers. However, the long term view remains positive. “We may see uneven activities in the shorter term. We look to expand to other geographies in addition to our existing markets,” he said.

Infosys CEO Salil Parekh said US President Donald Trump's tariffs will impact the company's Consumer Packaged Goods (CPG) Consulting segment.

Infosys CEO Salil Parekh said the company is seeing 20-25% AI-led productivity benefits in certain projects. "Overall, AI-led productivity benefits differs in different projects," he added.

Infosys CFO Jayesh Sanghrajka said the company is losing talent on multiple fronts such as GCCs, etc. CEO Salil Parekh added that the company has worked closely with GCCs to set up or scale them. "We haven't set up any new GCC unit," he added.

“We have a rigorous way to test individuals, has been same for over 20 years,” Infosys CEO Salil Parekh said about trainee layoffs in Mysuru after they allegedly failed to pass internal assessments.

Infosys CFO Jayesh Sanghrajka said that the company will hire over 20,000 freshers in FY26. He noted that the company had rolled out hikes in January and April.

Infosys CEO Salil Parekh said that while the environment remains uncertain, the company will execute plans with agility. "Previous quarter deals that we closed, we don't see any issue with those. We had two mega deals in the last financial year. Our large deals are moving to the next phase," he said.

The press conference to discuss Infosys Q4 results has begun. "We are moving from use case to ai led transformation approach. We have developed over 200 Agentic AI solutions," says Salil Parekh, CEO and MD

"We have built a resilient organization with sharp focus on client-centricity and responsiveness to the market, thanks to the trust of our clients and dedication of our employees. Our performance for the year has been robust in terms of revenues, expansion in operating margins and highest ever free cash generation”, said Salil Parekh, CEO and MD.

"Our depth in AI, cloud and digital and strength in cost efficiency, automation, and consolidation position us well for the needs of our clients", he added.

Infosys reported an operating margin of 21% for Q4 FY25. This is 0.3% lower than Q3 FY25. However, this also marks a rise of 0.9% from Q4 FY24.

Infosys released its guidance for FY26. It expects revenue to grow in the ranger of 0% to 3% in constant currency term during the current financial year. Operating margin is expected at 20% to 22%

Infosys has announced a final dividend of Rs 22 per equity share for the financial year 2025.

Infosys has reported a net profit of Rs 7,033 crore for the January-March quarter of FY25. This marks a fall of 11.7 percent from the Rs 7,969 crore net profit reported in Q4 FY25. The company’s revenues meanwhile rose 7.9% YoY to Rs 40,925 crore.

HDFC Life Insurance has reported a net profit of Rs 477 crore for the fourth quarter of FY25, up by 16 percent from Rs 412 crore recorded in the year-ago period. The insurer declared final dividend of Rs 2.1 per share for FY25.

HDFC AMC shares surged 2.46 percent to trade at Rs 4,231.70 apiece after the company reported an 18 percent YoY rise in net profit to Rs 638.46 crore in Q4. Revenue from operations meanwhile jumped 30 percent to Rs 901.36 crore in Q4. The company also announced a final dividend of Rs 90 per equity share for FY25.

• Net Profit up 18% to Rs 638.46 crore
• Revenue from Operations up 30% to Rs 901.36 crore

HDFC AMC has released its results for Q4 FY25. The company has announced a final dividend of Rs 90 per equity share for FY25.

Infosys shares have dropped nearly 25 percent in 2025 so far. This comes as IT stocks faced strong volatility as US President Donald Trump imposed reciprocal tariffs and ten put a temporary pause on them. Notably, the Indian IT companies derive a major portion of their revenues from the US market.

The shares of Infosys were trading 0.11 percent higher at Rs 1,414.70 apiece. The IT company is expected to announce its results for the January-March quarter soon.

"We forecast revenue shall grow -1 percent QoQ (quarter-on-quarter) in CC terms and -1.5 percent QoQ in USD terms in-line with the implied guided range," brokerage Nuvama Institutional Equities said.

"Commentary on core markets’ (US and Europe) performance and client budgets; update on large deal win ramp-ups and pipeline; hiring plans; investments in Gen AI partnerships and solutions," Nuvama said of what it expects to hear from the management.

"We forecast sequential revenue decline of 2.3 percent (as a result of) lower revenues from sale of third-party items for service delivery and seasonal weakness in demand. March quarter has been Achilles’ heel for Infosys," Kotak Institutional Equities said.

Kotak expects EBIT margins at 20.4 percent, largely unchanged from the previous quarter, as benefits from operational efficiencies are offset by furloughs and seasonal weakness.

In the absence of mega deals and amid global macro uncertainty, FY26 could be as muted — or worse —than FY25, Kotak said.

Choice Broking expects Infosys to see a 17.4 percent decline in profit after tax to Rs 6,580 crore. It also expects EBIT margin to decline marginally by 10 bps due to wage hikes and lack of topline growth in Q4. "We expect revenue growth of 10.5% YoY despite seasonal softness. Key verticals, such as Manufacturing and Retail, may encounter challenges in the mid- term due to tariffs negatively impacting topline growth," the brokerage further said.

During the post-earnings call after the release of Q3 results in January, Infosys management had acknowledged the expectations of a weaker performance in Q4. The company enjoyed the benefits of higher third-party revenue contribution in Q3, which aided its overall topline growth. With the reversal of those benefits in Q4, combined with slight impact of furloughs and lower working days, the January-March quarter is likely to face some headwinds which are baked in the FY25 revenue growth guidance, the management said.

In addition to that, the first phase of the company's wage hike also came into effect from January 1 which will have an adverse impact on margins in Q4.

Ahead of Q4 results, HDFC Life, HDFC AMC and Jio Financial shares were trading in the green with marginal gains. However, Tata Elxsi shares were trading in the red with marginal losses.

The shares of Infosys recovered all morning losses and trade in the green with marginal gains. The shares were trading 0.04 percent higher at Rs 1,413.60 apiece.

Infosys had reported a net profit of Rs 6,806 crore in Q3 FY25. This marked a rise of 11.4 percent from Rs 6,106-crore net profit reported in the year-ago period. The IT major's revenue from operations meanwhile rose 7.5 percent YoY to Rs 41,764 crore during Q3.

Infosys will announce its results for the January-March quarter of FY25 around 3.45 pm today, as per an exchange filing. After the release on the results, the management of the company is set to address questions from the media during a press conference scheduled for 4.15 pm. Later at 5.30 pm, the company will conduct a 60-minute conference call.

Infosys-rival Tata Consultancy Services (TCS) posted lower-than-expected Q4 numbers on weak demand and Trump tariff pressures. TCS’ consolidated net profit fell nearly 2 percent from the year-ago period to Rs 12,224 crore in Q4. Its consolidated revenue from operations rose 5.3 percent to Rs 64,479 crore.

Wipro reported a 6.4 percent sequential rise in net profit to Rs 3,569.6 crore for the quarter ended March 2025, while gross revenue rose marginally to Rs 22,504.2 crore. Wipro guided for Q1 FY26 IT services revenue in the range of $2,505 million to $2,557 million, implying a sequential decline of 1.5 to 3.5 percent in constant currency terms.

Amid persistent macro headwinds, the Street will be looking for signs of recovery in demand, FY26 guidance and commentary on generative AI traction when IT services major Infosys shares its fourth-quarter and full-year results. "Infosys will likely guide for 1-4 percent growth... noting the uncertainty, FY2026E could end up similar to FY2025E or even lower in growth," brokerage firm Kotak Institutional Equities said in a pre-earnings research note.

The shares of HDFC Life and HDFC Asset Management Company were trading in the red with marginal losses. HDFC Life shares were down over 0.3% to trade at Rs 715 apiece, while HDFC AMC shares were down over 0.9 percent to trade at Rs 4,090 apiece.

Infosys shares were trading over 1 percent lower at Rs 1,397 apiece. The company is set to announce its Q4 results today. Notably, IT stocks have strongly declined today, dragged by the sell-off seen in Wall Street's tech-heavy Nasdaq Composite index overnight. This came after US Federal Chair Jerome Powell warned that trade tensions could spur inflation and emphasized that the central bank is in no rush to reduce interest rates. He added that the U.S. Federal Reserve must ensure tariffs don’t trigger a more persistent rise in inflation while warning that he expects continued volatility across financial markets.