Infosys, India's second-largest software services exporter, has officially announced the date for its quarterly financial results. The company will unveil its performance for the third quarter of the fiscal year 2025-26, which ended on December 31, 2025, next week.
Key Dates and Timing for Infosys Q3 FY26 Results
The crucial earnings announcement is scheduled for Wednesday, January 14, 2026. Infosys will release the financial numbers at approximately 3:45 PM Indian Standard Time (IST). Following the results declaration, the company's leadership team will host a press conference at 4:30 PM IST on the same day to address analysts and the media.
For a global audience, this translates to 5:15 AM Eastern Time, 2:15 AM Pacific Time, 10:15 AM London time, and 6:15 PM Singapore or Hong Kong time. The company confirmed these details through a formal regulatory filing to the stock exchanges.
Analyst Preview: Furloughs and Cautious Spending to Impact Growth
As the results date approaches, market analysts and brokerages have shared their expectations, painting a picture of a typically soft quarter for the IT sector. The December quarter is historically weak due to the impact of furloughs, or temporary shutdowns at client sites, especially in key markets like North America and Europe.
Domestic brokerage JM Financial noted that the furlough impact this year is similar to the previous year. It highlighted that deal activity continues to be driven by cost-efficiency projects, with no significant revival in discretionary spending by clients. Systematix Institutional Equities echoed this, expecting seasonal headwinds to affect performance. It forecasts large-cap IT firms, including Infosys, to report sequential US dollar revenue growth in a narrow band of 0% to 2%.
Motilal Oswal Financial Services added that clients remain cautious about committing to large new programs amidst macroeconomic and tariff-related uncertainties. The brokerage expects demand to remain steady at best until January 2026, when new budget cycles begin.
Infosys-Specific Expectations and Guidance Watch
Brokerages have provided specific forecasts for Infosys's upcoming numbers. JM Financial estimates a modest 0.2% quarter-on-quarter growth in constant currency terms for Infosys. It projects a margin expansion of 20 basis points, aided by currency depreciation. The brokerage also expects strong deal wins, bolstered by a large $1.6 billion deal (like the NHS project) booked during the quarter. It anticipates Infosys might revise the lower end of its annual growth guidance upward by 50 basis points to 2.5-3%.
Motilal Oswal also predicts flat sequential revenue growth in constant currency for Infosys. It notes that the second half of the fiscal year (2H) is expected to be weaker than the first half (1H), a pattern consistent with previous years. Operating margins are likely to remain stable, supported by the absence of wage hikes and lower third-party costs. The brokerage expects the company to maintain its full-year revenue guidance of 2-3% year-on-year constant currency growth.
Investors and market participants will be keenly watching the management commentary during the press conference for insights into the demand environment for 2026, deal pipeline strength, and any updates on the company's strategic direction.
