Uncertainty from tariff and macro environment
Management cited heightened uncertainty from recent tariff changes and economic outlook, which could impact client spending and deal flow.
INFY / Q4-FY25 / risks
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Infy · Material risks, their source context, and severity in the latest available quarter.
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Risk intelligence
Material risks this quarter
high
Potential delays in large deal closures
Analysts questioned whether large deals could take longer to materialize due to uncertainty; management acknowledged the risk but noted no visible changes yet.
Pricing pressure from vendor consolidation and productivity demands
Clients are increasingly demanding productivity benefits and cost takeout, which could pressure pricing and margins.