INFY What Infosys promised, and what happened
Guidance
What management said, and what became of it
5 of 9 judged targets kept · 7 open · verdicts reflect calls analysed to Q1 FY27.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| FY25 Operating Margin | 20%-22% | Q2 FY25 | Target period passed; previously achieved. | Achieved |
| FY25 Revenue Growth (Constant Currency) | 4.5%-5% | Q2 FY25 | Target period passed; previously missed. | Missed |
| FY27 Revenue Growth (Constant Currency) | 1.5% to 3.5% | Q4 FY26 | Guidance revised down to 1.5% to 3% due to macro uncertainty and a one-off client program termination. | Revised Down |
The full ledger
Open Infosys’s full ledger
A free account opens 5 company ledgers a month. All 16 tracked commitments, with each call’s wording and source.
For Infosys shareholders
Infosys management has 4 missed targets and 7 still open. Did you buy on one of them?
Most people find out a target was dropped on results day, from the price. By then the money is gone. A company never announces it. The target just stops coming up on the call. The two calls above are the free sample; the full ledger holds all 16 commitments for Infosys. A free account opens 5 ledgers a month; Pro opens 100.
What Pro opens for Infosys
16 commitments- FY25 Operating Margin delivered said Q2 FY25
Promised: 20%-22%
every quarter's status · the sentence it was said in - 15 more commitments on Infosys's record
Topics management dodges
The questions analysts keep asking that management stops answering, with the words used to deflect.
Metric trajectories
Each guided number, quarter after quarter: improving, stable or deteriorating, before the result confirms it.
or ₹4,799 a year. Inve shows the record. The decision stays yours.
We read every earnings-call transcript the company has given and follow each number forward to the quarter it came due.