Persistent discretionary spending weakness
Clients continue to defer discretionary and digital transformation projects, which could delay revenue conversion from large deals.
INFY / Q4-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
high
Contract rescoping risk
A large financial services contract was rescoped, causing a ~100bps revenue and margin impact in Q4; similar events could recur.
Margin headwinds from compensation and deal mix
Compensation increases and ramp-up of large deals with lower initial margins may pressure margins despite efficiency gains.
GenAI productivity benefits may not be retained
Productivity gains from GenAI could be negotiated away by clients over time, limiting margin improvement.