Infosys Q4 mein thoda kam profit dikha sakta hai, kya scene hai?
Aajkal market thoda slow chal raha hai, isliye Infosys ka profit bhi is quarter mein kam hone ke chances hain. Bloomberg ke experts ka kehna hai ki company ka profit kareeb 2% kam hoke 6,697 crore rupay reh sakta hai. Lekin revenue mein thoda badhotri dekhne ko mil sakti hai, woh 1% badhkar 42,126 crore rupay ho sakti hai. Yeh sab March 31, 2025 tak ke figures hain.
Experts ki rai kya hai?
Nuvama brokerage wale bhai log bol rahe hain ki Infosys ka revenue dollar mein 1.5% aur constant currency mein 1% kam ho sakta hai. Unka yeh bhi kehna hai ki Infosys agle financial year (FY26) ke liye 2-5% tak revenue growth ka guidance de sakti hai, margins 20-22% ke aas paas rahenge. Deven Choksey ji ka manna hai ki financial services aur retail segment mein growth ki wajah se revenue 1.4% tak badh sakta hai. Lekin, dusri taraf se jo income aati hai woh kam ho sakti hai, jiske overall performance par asar padega. EBIT margin mein bhi 80-100bps ki kami aa sakti hai, kyunki employees ki salary badhi hai.
Deal wins aur guidance
Citi Research ke hisab se, Infosys bade deals mein $2.5-3 billion ke beech business kar sakti hai. Kotak Institutional Equities wale bol rahe hain ki revenue 2.3% tak gir sakta hai kyunki demand kam hai aur dusri companies se jo income aati hai woh bhi kam hui hai. Unka yeh bhi kehna hai ki Infosys agle financial year (FY26) ke liye 1-4% tak hi revenue growth ka guidance degi, kyunki global market mein thodi mandi chal rahi hai.
Aage kya dekhna hai?
Market mein chal rahi mandi ka business par kitna asar padta hai, yeh dekhna hoga. Infosys ko kitne naye deals milte hain aur FY26 ke liye company kya guidance deti hai, yeh bhi important hoga. Margins kaise maintain hote hain, is par bhi sabki nazar rahegi. Wipro, Angel One aur Waaree Renewable Technologies bhi aaj apne results announce karenge. Dekhte hain market ka kya haal rehta hai!
