Infosys share price traded more than 2% lower on Wednesday ahead of the Q4 results announcement. In the past one month, Infosys shares have fallen over 10%, while the IT stock has plunged 25% on a year-to-date (YTD) basis IT major Infosys is expected to report tepid earnings in the March 2025 quarter with a sequential drop in revenue. Analysts also expect the company to deliver a muted guidance on account of weak macroeconomic conditions. The company's revenue growth in constant currency (CC) terms may decline by 310 basis points (bps) to -1.4% in Q4FY25.

Analysts said the growth headwinds for Infosys include lower billing days and normalisation of third party items for "March quarter has been Achilles' heel for Infosys," Kotak Institutional Equities said. Large deal TCV (Total Contract Value) is expected to be at $3 billion, a decline on YoY comparison. Infosys is expected to report a net profit of $ 6,488 crore in the March 2025 quarter. Earnings Before Interest and Taxes (EBIT) in Q4FY25 is estimated to fall by 5% to $ 8,472 crore.

EBIT margin in Motilal Oswal expects Infosys to provide an initial FY26 revenue growth guidance band of 2.5% - 5%. However, cost optimizations and lower third-party expenses may partially offset the impact. Nuvama Institutional Equities estimates the IT major to announce FY Investors are likely to focus on slowdown in spending due to tariff wars and deteriorating macros. At 1:15 PM, Infosys shares were trading 0.96% lower at $ 1,413.55 apiece on the BSE.