FUNDAMENTALS · Fundamentals · India Large Cap

Infosys (INFY) Fundamentals 2025 — Revenue Growth Deal Wins AI Pipeline

Infosys fundamental analysis — second-largest Indian IT company. Revenue guidance, large deal TCV, AI service revenue, margin trajectory, Generative AI initiatives, and SniperIQ signal.

Revenue Guidance3-4% CC growth FY26E
EBIT Margin20-22% (expanding from AI)
Large Deals$4.8B TCV in Q4 FY25
Gen AITopaz platform —
B AI pipeline

Frequently Asked Questions

What is Infosys Topaz and how does it impact revenue?

Topaz is Infosys's Generative AI platform — a

B+ pipeline of AI-first services. It covers AI-driven automation, enterprise AI assistants, and data platform modernization. GenAI deals typically carry 15-20% higher margins than traditional IT outsourcing.

Why does Infosys give quarterly revenue guidance?

Infosys is one of few IT companies to give quarterly guidance — reflecting confidence in visibility. It guides for revenue growth in constant currency (CC). A guidance revision is a major stock catalyst — both positive (raise) and negative (cut).

Analyze Infosys with SniperIQ AI

SniperIQ tracks Infosys revenue guidance revisions, Topaz AI deals, and quarterly earnings surprises with AI signals tailored to IT-sector catalysts.