Infosys Q4 FY26 results on Apr 23: cues, dividend

What is scheduled, and why investors are watching

Infosys has confirmed April 23, 2026 as the date for its Q4 FY26 earnings announcement, to be released after market hours. The company’s Board of Directors is scheduled to meet over April 22 and April 23 to approve the audited financial statements. The approvals cover both the January to March 2026 quarter and the full financial year ended March 31, 2026. The board is also expected to consider recommending a final dividend for FY26. Infosys said the financial results will be presented to the board on April 23 for approval. The company has also planned investor and analyst calls on April 23 to discuss the quarter and full-year results and the business outlook.

The board meeting agenda: results plus dividend

The two-day board meeting is a key marker in the IT sector earnings calendar. As outlined, Infosys will approve audited standalone and consolidated financial results for the quarter and the full year. The approvals are stated to be under Indian Accounting Standards (INDAS) and International Financial Reporting Standards (IFRS). For shareholders, the dividend decision is a central item on the agenda, with the board set to consider a final dividend for FY26. This structure puts the earnings, management commentary, and dividend discussion in one board process. Investors typically track not just the headline numbers but also commentary on demand, pricing, and decision-making in large deals.

Timeline and disclosure trail

Infosys confirmed these dates through regulatory filings with the BSE, NSE, and the New York Stock Exchange. The same information was also carried through official newspaper advertisements in English and Kannada dated March 16, 2026. The company is expected to announce results after the market closes on April 23, consistent with its stated plan. Based on past practices noted in the information provided, quarterly earnings are often declared in the post-market window, between 3:30 PM and 4:00 PM. Separately, a set of “upcoming events” listings also references April 22 as a board meeting day and April 23 as the earnings release day.

Broker expectations: revenue, profit, and margin estimates

Brokerage previews point to moderate momentum in the March quarter, with attention on margins and demand commentary. IDBI Capital said it expects muted revenue momentum in Q4 due to currency movements and macro factors, but flagged marginal improvement in margins. It estimated revenue rising 14% year-on-year to Rs 46,622.2 crore and 2.5% quarter-on-quarter. IDBI Capital projected net profit increasing 9.3% year-on-year to Rs 7,692.7 crore, compared with Rs 7,038 crore in the year-ago period. For operating performance, it expected EBIT margin to expand by 45 basis points to 21.40%, from 20.95% in the March 2025 quarter.

Centrum Broking, in a separate preview, expected constant currency revenue growth of (0.2%) QoQ, citing a lower number of working days in the quarter. Its estimate pencilled in revenue growth of 14.2% YoY to Rs 46,738.9 crore, and 2.8% QoQ. Centrum projected net profit rising 10.8% YoY to Rs 7,790.6 crore from Rs 7,033 crore in the corresponding period last year. Another note attributed to IDBI Capital also mentioned EBIT margin rising by 19 basis points, indicating that margin expectations vary across reports and updates.

What management cues are likely to be tracked

Alongside the numbers, broker notes highlighted specific themes investors tend to monitor in Infosys results. IDBI Capital’s preview listed items such as the “Project maximus” forecast, trends in discretionary spending, traction in BFSI and strategic transactions, margin outlook, and the perspective on conversion of the deal pipeline and deal wins. It also flagged recruiting and utilisation outlook as key discussion points. These cues matter because Q4 results also include the FY26 full-year summary and are followed by a business outlook discussion for FY27. The post-results analyst call on April 23 is expected to be the main forum for these questions.

Trading window closure: SEBI compliance

Infosys also disclosed insider-trading compliance steps for designated persons. The company closed its trading window from March 16, 2026 under SEBI rules. The window is expected to re-open 48 hours after the financial results are made public, which was indicated as around April 27, 2026. Such closures are standard during the period leading up to financial results, but they also mark the formal timeline investors use to track the earnings process. The company said it has published notices and made relevant documents available on its website following the board meeting.

How this fits into the IT sector’s Q4 calendar

Infosys’ Q4 announcement comes after Tata Consultancy Services (TCS) kicked off the sector’s earnings season on April 9, 2026, also after trading hours. The broader calendar also includes other large IT names. Wipro is scheduled to report its Q4 results for the quarter ended March 31, 2026 on April 16, 2026, after market hours, and is set to consider a proposal to buy back equity shares, described as its first such move in three years if approved. HCL Technologies said its board meeting is scheduled on April 20 and 21 to consider audited financial results and to consider payment of an interim dividend for FY2026-27.

Key facts table: dates and estimates to track

Market impact: what can move sentiment around the event

In the near term, the market focus is likely to centre on whether reported revenue and profit track close to the preview ranges cited by brokerages. The EBIT margin print, and commentary on utilisation and hiring, are also closely watched for signals on cost control. Investors often look for commentary on discretionary spending and BFSI demand because those themes were explicitly flagged as areas to track in the previews. The final dividend recommendation, if any, is another direct shareholder outcome from the board meeting. Separately, the timing of the earnings release and the subsequent analyst call on April 23 creates a defined window for management to explain drivers behind the quarter and the full-year performance.

Conclusion

Infosys will announce Q4 FY26 and full-year FY26 results on April 23, 2026 after market hours, following a two-day board meeting starting April 22. The board is also set to consider recommending a final dividend for FY26, with management scheduled to address investors and analysts the same day.