Infosys Q4 FY26 Results: Profit ₹7,710cr, ₹25 Dividend

Infosys declares Q4 FY26 numbers as dividend stays in focus

Infosys, India’s second-largest IT services company, announced its Q4 FY26 and full-year FY26 results on Thursday, April 23, 2026, with investors closely tracking the company’s growth outlook and cash returns. The board meeting to consider and approve the audited standalone and consolidated financial results for the quarter and the year ended March 31, 2026, was scheduled for April 22-23. Alongside the earnings, the board also considered recommending a final dividend for FY26.

Ahead of the results, Infosys shares traded lower on the NSE. The stock was at ₹1,257.50, down 0.87%, as markets waited for the numbers and management commentary.

Key timing: results, press conference, and earnings call

Infosys had informed the bourses through an exchange filing that the Q4 FY26 results would be declared around 3:45 pm IST on April 23. The company also laid out a post-results schedule with media and investors.

A press conference with the leadership team was scheduled for 4:30 pm IST on April 23, with the interaction streamed live on the Investor Relations section of the Infosys website. Separately, a 60-minute conference call with investors and analysts was scheduled at 5:30 pm IST on April 23, where senior management would discuss performance and take questions.

What the market was watching going into results

Brokerage commentary cited in the live updates suggested the near-term trigger for the stock was expected to be FY27 guidance, deal pipeline strength, and the company’s AI strategy. Several estimates pointed to modest year-on-year growth, with some sequential softness attributed to seasonal factors and fewer billing days.

Most brokerages cited in the updates projected constant currency revenue growth guidance in the 2-5% range, with operating margins expected in the 20-22% band. ICICI Securities was cited as seeing 3-5% growth, while Jefferies and Nuvama estimated a 2-5% range.

Q4 FY26: actual performance versus consensus estimates

Infosys reported Q4 FY26 revenue of ₹46,620 crore and net profit of ₹7,710 crore. The company’s EBIT margin for the quarter was reported at 21.4%. The live update also indicated the performance came in above the consensus range on profit and was in line to slightly above consensus on revenue.

Dividend announcement and past payout track record

The board announced a final dividend of ₹25 per share for FY26. The live update table also stated this takes the total FY26 dividend to ₹48, implying the final dividend adds to the interim dividend already paid during the year.

The corporate action history referenced in the updates includes an interim dividend of ₹23 per share paid on October 27, 2025. The same update stream also referenced a final dividend of ₹22 on May 30, 2025, and an interim dividend of ₹21 on October 29, 2024, followed by a final dividend of ₹20 on May 31, 2024. Separately, Infosys executed a share buyback on November 14, 2025.

Guidance: FY27 outlook comes in higher than some expectations

A key headline from the live update was Infosys’ FY27 revenue guidance of 3.5-5.5%, described as better than expected in that update stream. This matters because the market had been anchoring expectations around the range cited by brokerages in the preview (commonly 2-5% constant currency growth) and because management guidance often drives near-term stock direction for IT services companies.

The live updates also carried a separate set of expectations and watch items for the quarter, including deal wins and how AI adoption affects pricing and delivery. These factors remained central to the questions investors and analysts were expected to raise during the earnings call.

AI strategy: OpenAI alliance added to the narrative

Infosys also announced a strategic alliance with OpenAI, described as combining OpenAI capabilities with Infosys Topaz to support AI transformation initiatives. The mention of an AI pact came on a day when markets were already positioned to track management commentary on AI strategy, AI integration in new deal wins, and any impact on margins.

In the preview notes, AI-related themes were flagged as factors to watch, including “GenAI deflation to growth,” AI integration in new deals, and margin impact due to GenAI. The formal announcement of an OpenAI alliance gives management a clear talking point for how it plans to execute its AI-first positioning.

How Q3 FY26 set the base for comparisons

The pre-result context included Infosys’ Q3 FY26 performance, where consolidated revenue rose 8.9% year-on-year to ₹45,479 crore from ₹41,764 crore in Q3 FY25. Net profit (after non-controlling interests) fell 2.2% year-on-year to ₹6,654 crore in Q3 FY26 from ₹6,806 crore in Q3 FY25.

These numbers were important in shaping expectations for Q4 because the Street was already debating whether seasonal factors would mute sequential momentum even if the year-on-year comparison remained steady.

What brokerages had penciled in for Q4 before the release

The live preview carried multiple brokerage estimate ranges. One set of consolidated expectations suggested INR revenue of ₹46,135 crore versus ₹45,479 crore in the prior quarter, and PAT of ₹7,518 crore versus ₹6,654 crore, alongside an EBIT estimate of ₹9,793 crore versus ₹9,644 crore. Another estimate cited revenue expected at ₹46,738.9 crore for Q4, with net profit seen at ₹7,790.6 crore.

On the dollar side, the preview suggested US revenue at \1,989 million versus $1,099 million, down 2.2% quarter-on-quarter. The preview also flagged that seasonal weakness and fewer working days could weigh on constant currency performance, even if currency tailwinds supported rupee revenue.

Market impact: why the combination of growth, margins, and dividend matters

The immediate market lens on Infosys was not only the reported revenue and profit, but also the margin print and guidance narrative. The quarter’s reported EBIT margin of 21.4% and the stated +45 bps change (as shown in the live update table) provided a tangible datapoint for investors focused on cost discipline.

The final dividend of ₹25 per share is another sentiment driver because it directly influences shareholder cash returns and often shapes near-term positioning around record dates and payout expectations. And with FY27 guidance reported at 3.5-5.5%, the management view on demand and conversion of the deal pipeline becomes central to how investors frame the next fiscal year.

Conclusion

Infosys’ Q4 FY26 announcement delivered reported revenue of ₹46,620 crore, net profit of ₹7,710 crore, an EBIT margin of 21.4%, and a final dividend of ₹25 per share. The company also flagged FY27 revenue guidance of 3.5-5.5% and announced a strategic alliance with OpenAI. The next detailed read-through for markets comes from the scheduled press conference at 4:30 pm IST and the 5:30 pm IST earnings call, where investors will look for clarity on guidance, deal momentum, and AI execution.