Discretionary spending remains under pressure
Outside US financial services, discretionary spending continues to be weak, particularly in retail and high-tech, which could limit revenue upside.
INFY / Q1-FY25 / risks
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Material risks this quarter
medium
Wage hike timing and magnitude uncertain
Management has not decided on wage revisions, which could be a margin headwind if implemented in coming quarters.
Sustainability of financial services recovery
Analysts questioned whether the recovery in US financial services is sustainable given macro uncertainties like interest rates and credit delinquencies.
Large deal ramp-up may pressure margins
Transition and ramp-up costs from recent large deal wins could weigh on margins in the near term.