Infosys shares slip 4% to 52-week low: Should you buy, sell or hold? Check new targets

Shares of Infosys came under pressure in early trade on Friday after the company’s March quarter results, slipping to new 52-week low.

Infosys share price

The stock declined as much as 3.71 per cent on the BSE to touch Rs 1,194.60 per share.

At around 9:53 AM, Infosys shares were trading at Rs 1,195.70, down Rs 44.90 or 3.62 per cent for the day.

Q4 Results

The IT major reported a net profit of Rs 8,501 crore for the January–March quarter. This was up 21 per cent year-on-year from Rs 7,033 crore. On a sequential basis, profit rose 28 per cent from Rs 6,654 crore.

Revenue from operations stood at Rs 46,402 crore. This was up 13 per cent compared to Rs 40,925 crore a year ago. In constant currency terms, revenue growth came at 4.1 per cent year-on-year and 1.3 per cent quarter-on-quarter.

In dollar terms, revenue for the quarter came in at $5,040 million.

FY26 performance and guidance remain modest

For the full financial year FY26, Infosys reported revenue of $20,158 million. Growth stood at 3.1 per cent. This reflects a slow demand environment, especially in key global markets.

The company has guided for revenue growth of 1.5 per cent to 3.5 per cent in constant currency terms for FY27. Operating margin guidance stands at 20 per cent to 22 per cent.

The guidance is seen as conservative. It signals continued uncertainty in global IT spending.

Deal wins strong, but geography mix stable

Infosys reported total deal wins worth $14.9 billion for FY26. In Q4 alone, deals worth $3.2 billion were signed.

North America remained the largest market. It contributed 55.7 per cent of total revenue. Europe contributed 9.1 per cent, while the rest of the world also stood at 9.1 per cent.

The company had 41 clients in the $100 million plus category. This shows stable large-client traction.

A key deal included a collaboration with ExxonMobil. The partnership focuses on building high-efficiency cooling systems for AI and high-performance computing workloads.

Dividend announced

Infosys’ board has recommended a final dividend of Rs 25 per share.

IT company informed that the record date is June 10, 2026. This is the cut-off date to determine which shareholders are eligible to receive the dividend.

The payout will be made on June 25, 2026, said Infosys.

In simple terms, if investors hold the stock before the record date, they qualify for the dividend. If they buy after that date, they will not receive this payout.

Management commentary highlights AI push

CEO Salil Parekh said the company delivered resilient growth with strong large deal wins. He highlighted the company’s enterprise AI strategy as a key growth driver.

He added that Infosys is seeing traction in AI-led transformation deals. The company is focusing on six AI-led service areas supported by ecosystem partnerships.

CFO Jayesh Sanghrajka said margins remained strong at 21 per cent. He also pointed to disciplined execution and strong free cash flow of $3.7 billion.