Infosys stock rises over 4 percent ahead of second quarter earnings and dividend review

Infosys shares gained as much as 4.1 percent to hit ₹1,198.30 on Friday ahead of its September-quarter financial results and an interim dividend decision for fiscal year 2027. The company's board of directors met between Thursday and Friday to review performance, with results scheduled for release after market hours. Over the past year, Infosys paid a cumulative dividend of ₹48 per equity share, and the board will also consider a record date for the new payout.

Expert Projections

Brokerage firms offered varied forecasts ahead of the announcement. Kotak Institutional Equities projected a 4.4 percent year-on-year increase in net profit to ₹7,689 crore alongside organic constant-currency revenue growth of 1.1 percent. The brokerage expected Infosys to lower its annual constant-currency revenue growth guidance to 1.5 to 2.5 percent due to pressures including the ramp-down of a large automotive client and seasonal weakness. Meanwhile, Emkay Global estimated a 9 percent rise in net profit to ₹8,026.70 crore and a 10.9 percent revenue increase to ₹49,323 crore, while Economic Times noted that broader analyst estimates pointed to an 11 percent rise in revenue and an 8 percent increase in net profit.

Context

Major IT service providers in India routinely update investors on quarterly earnings, deal pipelines, and full-year guidance to signal overall health in the technology sector. Key operational metrics such as constant-currency growth, operating margins, and client spending trends help market participants evaluate how firms navigate demand shifts and macroeconomic pressures.