Tuesday, 29 September 2026Updated 20m ago
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Results▼ Bearish for Infosys

IT Q2 Preview: Infosys, Other Large Caps May Cut Guidance As AI Deflation Bites, Mid-Caps To Buck The Trend

1 source · first seen 16:32 29 Sept · updated 16:32 29 Sept

The brief

Written from 1 report · check the source before you trade
  • Citi expects near-term weakness to persist for large-cap IT firms and flagged margins as a key focus
  • Currency benefits are expected to be more limited in September-quarter results
  • Guidance and margin pressure could weigh on Infosys and other Indian IT services stocks

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Infosys FY27 guidance outlook

Infosys has guided for FY27 constant-currency revenue growth of 1.5%-3.0%, and brokerages see scope to narrow the range. A later preview says Infosys and other large-cap IT firms may cut guidance as AI deflation weighs, while mid-caps may buck the trend.

Tuesday, 29 September

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1 report · earliest 16:32
NDTV ProfitIT Q2 Preview: Infosys, Other Large Caps May Cut Guidance As AI Deflation Bites, Mid-Caps To Buck The Trend16:32