Infosys apne Q2 FY27 ke results **23 October** ko release karne wala hai. Analysts ko growth mein halki tezi ki umeed hai, lekin sabki nazar management ke guidance update par tiki hai.
Guidance par sabki nazar
Infosys ke Q2 numbers 23 October ko aane wale hain. Filhal market mein thoda dar ka mahol hai kyunki revenue growth 1.1% se 1.7% ke beech rehne ka anuman hai. Sabse bada sawal ye hai ki kya management apna full-year growth forecast, jo abhi 1.5% se 3% ke beech hai, usse kam karega? HDFC Securities aur Emkay Global jaise experts ka kehna hai ki global clients ki spending kam hone ki wajah se guidance mein 50 basis points tak ki katauti ho sakti hai.
Deal flow aur margin ka pressure
Investor sirf revenue nahi, balki 'Large Deals' par bhi nazar rakhe hue hain. Piche quarter mein $3.6 Billion ki deals hui thi, lekin is baar ye figure $2 Billion se $3 Billion ke beech simatne ka risk hai. Kya ye temporary slowdown hai ya clients apne IT budgets ko permanently kam kar rahe hain? Ye management ke commentary se hi saaf hoga.
'Project Maximus' ka impact
Infosys apni profitability bachane ke liye 'Project Maximus' par kaam kar raha hai jisse costs kam ki ja sakein. Lekin, AI mein bhari investment aur acquisitions ki vajah se margins par dabav bana rahega. Investors ye dekhna chahenge ki kya AI projects asli revenue mein convert ho rahe hain ya phir ye sirf company ka kharcha badha rahe hain.