Infosys — Q4 FY24
Infosys reported Q4 FY24 revenue flat YoY in constant currency, with operating margin at 20.1% (down 40bps QoQ) due to a one-time ~100bps impact from a financial services contra...
neutral
high
✓ Verified against BSE filing
Indian management teams deliver on roughly 12% of specific earnings-call promises. A low score does not indicate dishonesty — it reflects how aspirational forward guidance typically is.
Q3 FY24
FY24 revenue growth guidance tightened to 1.5%-2% CC
Revised from previous 1%-2.5% range, reflecting Q3 performance and Q4 outlook.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1
Q3 FY24
FY24 operating margin guidance maintained at 20%-22%
Unchanged despite Q3 margin of 20.5%, with confidence from Project Maximus.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1