Delayed conversion of large deals into revenue
Analysts raised concerns that large deal wins may not convert to revenue on time; management acknowledged but provided no specific timeline.
INFY / Q3-FY24 / risks
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Infy · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
medium
Sustained pressure on discretionary spending
Digital transformation programs remain weak, with clients prioritizing cost takeout; no signs of recovery in Q3.
Margin headwinds from new cost takeout contracts
Analyst questioned if lower-margin cost deals signed recently could pressure margins; management downplayed but acknowledged historical pattern.
Third-party revenue mix rising
Third-party items now over 8% of revenue, potentially diluting margins if not managed; management expressed comfort but no target level.