Infosys (INFY) ended fiscal 2025 on a mixed note, with its fourth-quarter earnings surpassing the Zacks Consensus Estimate while revenues fell short of the same. For the quarter, the company reported earnings of 20 cents per share, beating the consensus mark by a penny. However, the bottom line registered a year-over-year decline of 15.3%.In the trailing four quarters, INFY’s earnings beat the Zacks Consensus Estimate once and matched thrice, with an average surprise of 1.3%. (Find the latest EPS estimates ...

Core Insights - Infosys reported revenue of $4.73 billion for the quarter ended March 2025, marking a year-over-year increase of 3.6% [1] - The earnings per share (EPS) for the same period was $0.20, down from $0.23 a year ago [1] - The reported revenue fell short of the Zacks Consensus Estimate of $4.9 billion, resulting in a surprise of -3.48% [1] - The company achieved an EPS surprise of +5.26%, with the consensus EPS estimate being $0.19 [1] Financial Performance - Infosys shares have returned -10.7% over the past month, compared to the Zacks S&P 500 composite's -6.3% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3] Employee Metrics - The number of software professionals at Infosys was 306,599, significantly higher than the two-analyst average estimate of 254,467 [4] - Consolidated utilization including trainees was reported at 81.9%, compared to the average estimate of 83.7% [4] - Consolidated utilization excluding trainees was 84.9%, slightly below the two-analyst average estimate of 85.6% [4] - The number of employees in sales and support was 16,979, exceeding the average estimate of 14,583 [4]

Core Insights - Infosys has announced a definitive agreement to acquire The Missing Link, an Australian cybersecurity services firm, enhancing its cybersecurity and cloud capabilities in Australia and Asia [1][2] - The acquisition aims to strengthen Infosys' presence in the Australian market and support global clients in their digital transformation journeys [1][2] Group 1: Acquisition Details - The Missing Link specializes in a full stack of cybersecurity solutions, including strategic advice, offensive and defensive security services, risk assessments, and managed services [2][5] - The acquisition is expected to close in the first quarter of fiscal year 2026, subject to customary closing conditions [4] Group 2: Company Profiles - The Missing Link, established in 1997, focuses on IT solutions and services, including cybersecurity, cloud services, and automation [5] - Infosys is a global leader in digital services and consulting, with over 300,000 employees and operations in more than 56 countries, emphasizing digital transformation powered by cloud and AI [6][7] Group 3: Leadership Statements - Satish HC, EVP of Infosys, highlighted the importance of technology-led transformation and the collaboration with The Missing Link to provide specialized cybersecurity offerings [3] - Alex Gambotto, CEO of The Missing Link, expressed pride in the company's achievements and confidence in leveraging Infosys' expertise and global reach to enhance service delivery [3]

Core Insights - Infosys achieved its highest ever Free Cash Flow at $4.1 billion for FY25, reflecting a significant increase of 41.8% year on year [1] - The company reported FY25 revenues of $19,277 million, marking a growth of 4.2% in constant currency, with an operating margin of 21.1%, an increase of 0.5% year on year [1][5] - For FY26, Infosys provided revenue guidance of 0%-3% and an operating margin forecast of 20%-22% [7] Financial Performance - Q4 revenues reached $4,730 million, representing a year-on-year increase of 4.8% in constant currency and 3.6% in reported terms [2][5] - The operating margin for Q4 was 21.0%, up by 0.9% year on year [2][5] - Basic EPS for Q4 was $0.20, a decline of 15.2% year on year, while FY25 basic EPS was $0.76, a slight decline of 0.3% year on year [5][21] Strategic Focus - CEO Salil Parekh emphasized the company's resilience and client-centric approach, highlighting strengths in AI, cloud, and digital services [3] - Infosys is focused on efficiency and has executed Project Maximus to navigate macroeconomic challenges [5] Client Collaborations and Innovations - Infosys expanded its collaboration with Citizens Financial Group to enhance AI-led transformation [6][10] - The company also partnered with Siemens AG to accelerate digital learning initiatives using generative AI [10] - A strategic collaboration with Lufthansa Group aims to drive digital transformation in the aviation industry [10] Awards and Recognitions - Infosys was recognized as one of the World's Most Ethical Companies in 2025 for the fifth consecutive year [10] - The company was also named a Global Top Employer 2025 and ranked as a top IT services brand globally [10][12]

- Highest ever Free Cash Flow at $4.1 billion for FY25- FY26 revenue guidance at 0%-3% and operating margin at 20%-22%BENGALURU, India, April 17, 2025 /PRNewswire/ -- Infosys (NSE: INFY), (BSE: INFY), (NYSE: INFY), a global leader in next-generation digital services and consulting, delivered $19,277 million in FY25 revenues, growth of 4.2% in constant currency. Operating margin was at 21.1%, expansion of 0.5% year on year. Free cash flow was the highest ever at $4,088 million, an increase of 41.8% year on y ...

Acquisition to strengthen energy and commodity trading and risk management (E/CTRM) capabilities for Infosys BENGALURU, India and HOUSTON, April 17, 2025 /PRNewswire/ -- Infosys (NSE, BSE, NYSE: INFY) a global leader in next-generation digital services and consulting, today announced a definitive agreement to acquire MRE Consulting Ltd. ('MRE Consulting'), a technology and business consulting service provider. This strategic investment brings newer capabilities for Infosys in trading and risk management, es ...

JV to accelerate business process transformation for enterprises leveraging digital procurement platforms BENGALURU, India and TOKYO, April 17, 2025 /PRNewswire/ -- Infosys (NSE, BSE, NYSE: INFY), a global leader in next-generation digital services and consulting, today announced Mitsubishi Heavy Industries (MHI) has invested in the Infosys-led Joint Venture HIPUS, enhancing Infosys' presence in Japan. MHI is one of the world's leading industrial groups, spanning energy, smart infrastructure, industrial mac ...

Group 1 - Analysts project Infosys (INFY) will announce quarterly earnings of $0.19 per share, a decline of 17.4% year over year [1] - Revenues are expected to reach $4.9 billion, increasing 7.4% from the same quarter last year [1] - There has been no revision in the consensus EPS estimate for the quarter over the past 30 days, indicating a stable outlook from analysts [1] Group 2 - Changes in earnings estimates are crucial for predicting investor reactions to the stock [2] - Empirical research shows a strong correlation between earnings estimate revisions and short-term stock price performance [2] Group 3 - Analysts predict 'Employee Metrics - Software Professionals' will reach 254,467, down from 299,814 in the same quarter last year [4] - 'Utilization - Including trainees - Consolidated' is estimated at 83.7%, up from 82% year-over-year [4] - 'Utilization - Excluding trainees - Consolidated' is forecasted at 85.6%, compared to 83.5% in the previous year [5] Group 4 - 'Employee Metrics - Sales & Support' is expected to reach 14,583, down from 17,426 in the same quarter last year [5] - Over the past month, shares of Infosys have returned -8.3%, while the Zacks S&P 500 composite has changed by -3.6% [5] - Currently, INFY carries a Zacks Rank 3 (Hold), suggesting performance may align with the overall market in the near future [5]

Group 1 - Options traders are significantly bearish on Infosys Ltd (NYSE:INFY), with 23,000 puts traded today, which is 14 times the average intraday volume, compared to only 142 calls [1] - The 50-day call/put volume ratio for INFY is 11.25, placing it in the 98th percentile of annual readings, indicating a prior bullish sentiment among options traders over the last 10 weeks [2] - INFY stock is currently down 4.7% at $16.83, having lost 24% in 2025, despite a bounce from its lowest level in almost a year [3] Group 2 - Infosys is set to release its fourth-quarter earnings on April 17, with a history of negative post-earnings reactions, having finished six of the last eight sessions lower [4] - The average post-earnings move for INFY is 5.8%, but options are pricing in a larger-than-usual move of 7.8% this time [4]

To deliver application development, testing, and support services BENGALURU, India and DUBLIN, April 9, 2025 /PRNewswire/ -- Infosys (NSE: INFY) (BSE: INFY) (NYSE: INFY), a global leader in next-generation digital services and consulting, today announced it is extending its strategic collaboration with AIB, a financial services group operating predominantly in the Republic of Ireland and the UK. Building further on its 10-year relationship, Infosys will take on a renewed and expanded role to support AIB as ...