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Will Infosys ride IT's storm better than its peers?

Mint Mumbai

|

April 19, 2025

After Tata Consultancy Services Ltd (TCS) and Wipro Ltd, Infosys Ltd too fell short of revenue expectations, with a 3.5% sequential decline in constant currency (CC) terms for the March quarter (Q4FY25).

- Harsha Jethmalani

After Tata Consultancy Services Ltd (TCS) and Wipro Ltd, Infosys Ltd too fell short of revenue expectations, with a 3.5% sequential decline in constant currency (CC) terms for the March quarter (Q4FY25). The firm's management attributed the decline to lower pass-through revenue, deal slippages, and seasonal volume weakness. (Pass-through revenue refers to income from the resale of third-party items used in client service delivery.)

Except for the communications and high-tech segments, all other verticals posted a decline in Q4. Like its peers, Infosys has flagged soft discretionary spending by clients amid heightened trade tensions which have added to global economic uncertainty, leading to a continued focus on cost optimization and efficiency-driven deals.

Yet, some elements set Infosys apart from its peers in FY26.

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