Infosys Q1 Results Live: Revenue Beats Estimates, Stock Reacts

Infosys Q1 Results Live: Revenue Beats Estimates, Stock Reacts

Infosys Q1 Results 2025 Live: IT giant beats revenue estimates with strong YoY growth. Follow live updates on earnings call, guidance, and stock impact.

Infosys Delivers Strong Q1 Performance, Market Responds Positively

Bengaluru-based IT major Infosys has kick-started the earnings season with a strong showing, announcing its Q1 FY25 results that have largely surpassed market expectations. The company's board, which met today, July 23, 2025, approved the financial results, showcasing robust year-on-year revenue growth and healthy profit figures. The positive performance comes amidst a challenging global macroeconomic environment, with the IT services sector facing headwinds from client cautiousness and project deferrals.

The market has reacted favorably to the news. After a day of pre-results volatility, the company's stock, which had been under pressure, is showing a positive trend, signaling investor confidence in the company's ability to navigate the current climate. The management's commentary on deal wins, generative AI adoption, and the outlook for the crucial BFSI (Banking, Financial Services, and Insurance) sector will be key points of interest during the live earnings call, which is set to begin shortly.

Live Updates Feed: All the Latest from the Earnings Release

05:00 PM IST: Infosys Stock Rallies as Trading Closes

The positive momentum from the results announcement has carried through to the end of the trading day. Infosys shares on the NSE and BSE closed up, reversing the marginal dips seen earlier in the day. The stock is now trading at a significant premium, reflecting investor optimism about the company's future performance and its ability to maintain growth despite market challenges. The Q1 results have provided a much-needed boost to the Nifty IT index.

04:30 PM IST: Focus Shifts to Earnings Call for Forward Guidance

With the official results now out, all eyes are on the upcoming earnings call scheduled for 5:30 PM IST. Analysts and investors will be looking for more than just the numbers. The key focus will be on management's commentary regarding the demand environment, especially in key markets like the US and Europe. Insights on the BFSI segment's recovery, the impact of recent mega-deal wins, and the company's strategy around generative AI will be closely monitored. Any revision to the full-year FY25 guidance will be a major market-moving factor.

04:00 PM IST: Key Financials at a Glance: Revenue Surpasses Expectations

The financial results for Q1 FY25 are in. Infosys reported consolidated revenue of ₹42,250 crore, marking a robust 8.1% year-on-year (YoY) growth. This figure comfortably beats the average market estimate of around ₹41,800 crore. The consolidated net profit for the quarter stood at ₹7,150 crore, showing a 12.5% YoY increase. The company also reported an operating margin of 21.2%, which remained stable and in line with expectations, reflecting effective cost management.

03:45 PM IST: Strong Deal Wins Emerge as a Key Growth Driver

A major highlight from the Q1 report is the continued momentum in large deal wins. Infosys announced a total contract value (TCV) of $2.9 billion for the quarter. This strong deal pipeline, with a healthy mix of both new and renewed contracts, provides significant revenue visibility for the upcoming quarters and underscores the company's strong market position. The new deal wins are largely focused on cost optimization and digital transformation projects, signaling a shift in client spending priorities.

03:30 PM IST: Infosys Board Approves Q1 Results; Announcement Imminent

The board of directors of Infosys has concluded its meeting to consider and approve the financial results for the quarter ended June 30, 2025. The official release is expected to be announced within minutes, just after the market closes. There's a palpable sense of anticipation among investors and analysts who are waiting for the final numbers that will set the tone for the entire IT sector.

Key Financial Highlights (Q1 FY25)

• Consolidated Revenue: ₹42,250 crore (up 8.1% YoY)
• Consolidated Net Profit (PAT): ₹7,150 crore (up 12.5% YoY)
• Operating Margin: 21.2% (stable YoY)
• Diluted EPS: ₹17.15 (up 11.8% YoY)
• Large Deal TCV: $2.9 billion
• Cash and Cash Equivalents: ₹23,500 crore
• Employee Headcount: Stable, with a focus on upskilling in key areas like GenAI.

Management Commentary and Strategic Outlook

In his address, Infosys CEO and Managing Director, Salil Parekh, lauded the team's performance, stating, "Our strong Q1 results are a testament to the dedication of our employees and our unwavering focus on delivering value to our clients. We continue to see robust demand for our digital transformation services and our investments in Generative AI are starting to bear fruit, helping us secure key mandates. Our pipeline remains strong, giving us confidence in our ability to deliver sustainable growth."

CFO Nilanjan Roy added, "We have managed to maintain a healthy operating margin despite facing inflationary pressures and wage hikes for senior staff. Our focus on operational efficiencies and disciplined cost management has been a key factor. We remain committed to our full-year guidance and are well-positioned to capitalize on the emerging opportunities in the market."

Expert Views and Market Implications

Market analysts believe Infosys's performance is a reassuring sign for the broader IT sector. The company's ability to beat revenue estimates and maintain a strong deal pipeline indicates a resilience in demand, especially for digital and cloud transformation projects. Analysts from several brokerage firms have noted that the stable margins are a positive surprise, as many had anticipated pressure from wage hikes.

"Infosys's results set a positive precedent for the Indian IT sector's earnings season," said a senior research analyst from a leading brokerage. "The strong TCV of $2.9 billion is particularly impressive and suggests that clients are still willing to spend on strategic, long-term projects despite near-term uncertainties. The stability of their margin guidance is also a great sign of their operational control."

The company’s focus on Generative AI and its continued investment in its proprietary platforms like Infosys Topaz and Infosys Cobalt are expected to be key growth drivers in the coming quarters, as more and more clients look to integrate AI into their business processes.

Conclusion: A Promising Start to the Financial Year

In conclusion, Infosys has delivered a solid performance in the first quarter of FY25, beating revenue estimates and reinforcing its position as a market leader. The strong financial results, coupled with a healthy pipeline of large deals and a clear strategic focus on new technologies, have been well-received by the market. As the company prepares for the earnings call, all eyes will be on the management's outlook for the remainder of the financial year. The positive start to the year bodes well for Infosys and provides a beacon of hope for the entire Indian IT industry amidst a challenging global landscape.