Infosys — Q4 FY25
Infosys reported FY25 constant currency growth of 4.2% with operating margin of 21.1% and large deal TCV of $11.6 billion.
✓ 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.
FY25 revenue growth guidance raised to 4.5%-5% CC
Infosys revised its constant currency revenue growth guidance for FY25 to 4.5%-5%, up from previous 3.75%-4.5%.
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1Operating margin guidance maintained at 20%-22%
The company kept its operating margin guidance unchanged at 20%-22% for FY25.
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1Wage hikes of 6%-8% in India rolled out in two phases
Compensation increases of 6%-8% for India employees will be implemented in two phases: from Jan 1 and Apr 1, 2025.
Current-quarter commentary contains related evidence, but delivery is not conclusive enough for a clean met verdict.
heuristic_v1