Infosys Raises Guidance Despite Profit Decline

Infosys reported Q3 FY26 consolidated profit (PAT) of ₹6,654 crore, down 9.6% sequentially and 2.2% year-on-year, on January 14, 2026. Revenue rose 8.9% y-o-y to ₹45,479 crore, total contract value reached $4.8 billion, and the company raised FY26 constant-currency revenue guidance to 3–3.5% after a ₹1,289 crore provision for new labour codes.
Scoring Rationale
Official earnings with guidance upgrade and substantial AI investment drive relevance, limited by modest novelty and company-specific, sector-level impact.
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