Countdown to Q4: Can Infosys and HDFC Giants Defy Expectations or Will Surprises Rock Dalal Street?

The focus is on India's corporate giants as Infosys, Tata Elxsi, HDFC AMC, and HDFC Life Insurance are set to announce their Q4 and FY25 numbers on April 17, 2025. Here's what to look out for:

 

Infosys:

The IT behemoth is likely to print muted Q4 numbers, with analysts seeing a 0.48% sequential revenue rise to ₹41,966 crore and a 1.54% decline in net profit to ₹6,701 crore. EBIT margins will narrow by 50-60 basis points due to wage increases for junior employees and weakness in seasonal demand. The sizeable deal pipeline of the company will be in focus, with wins on deals to come in at about $3 billion, down from the previous year. Infosys' management will discuss these issues and FY26 guidance during a press conference after the results announcement.

 

Tata Elxsi:

The design-led technology services company is to announce both Q4 profits and a potential final dividend for FY25. Even though the share price has wobbled recently—down almost 30% year-to-date—Tata Elxsi is a reliable dividend payer, with the payout last year hitting an all-time high of ₹70 per share. The board will be weighing another dividend with the results. The company's focus on automotive, media, and healthcare verticals, along with its Japanese and emerging markets strategic wins, set it up for strength in the face of sector headwinds.

 

HDFC AMC & HDFC Life Insurance:

Though specific previews are anticipated, both banking sector giants are set to post steady growth, riding strong retail inflows and growing insurance penetration. Investors will look to management insights into asset quality, growth trajectory, and product innovation.

 

Tune in to live updates and expert opinions as India Inc. paves the way for FY26.

 

Sources: Infosys Press Release, Business Standard, Financial Express