---
title: "Infosys Raises Full-Year Revenue Forecast as Large Deals Pick Up"
description: "Infosys has raised its full-year revenue growth forecast to 3%-3.5% for the fiscal year ending March 2026, up from 2%-3%, indicating a potential recovery in global IT spending. This adjustment is attr"
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/272590319.md"
published_at: "2026-01-14T18:02:45.000Z"
---

# Infosys Raises Full-Year Revenue Forecast as Large Deals Pick Up

> Infosys has raised its full-year revenue growth forecast to 3%-3.5% for the fiscal year ending March 2026, up from 2%-3%, indicating a potential recovery in global IT spending. This adjustment is attributed to increased large deal activity and stronger performance in sectors like financial services and energy. Despite a 2.3% decline in net income to 66.54 billion rupees, revenue rose 8.9% to 454.79 billion rupees. The company is focusing on AI and cloud services, with 90% of its top clients engaged in AI projects, and is open to acquisitions to enhance its AI capabilities.

Infosys lifted its full-year revenue growth guidance, a move that could suggest the long downturn in global IT spending is beginning to soften as clients gradually return to technology investment. The company now expects constant-currency revenue growth of 3% to 3.5% for the fiscal year ending March 2026, up from its prior 2% to 3% outlook and slightly above the average market expectation. Chief executive Salil Parekh said the improved view reflects a pickup in large deal activity over recent quarters and stronger execution, particularly across financial services, energy, utilities, and resource sectors, where Infosys has increasingly positioned itself as an AI partner.

The revised outlook follows an extended period of muted demand for Indian software services firms after the post-pandemic surge faded, especially in the US and Europe. Elevated interest rates, inflation, and geopolitical tensions have constrained corporate technology budgets, pushing companies like Infosys to lean more heavily into artificial intelligence and cloud services to support growth. For the December quarter, revenue rose 8.9% to 454.79 billion rupees, while net income declined 2.3% to 66.54 billion rupees, partly due to the impact of India's new labor codes. The company also added 5,043 employees during the quarter, a sequential increase that could point to improving demand visibility.

Looking ahead, Infosys said it continues to serve US clients using a blend of local hiring and offshore delivery as Indian IT firms prepare for possible disruption from changes to the H-1B visa regime under US President Donald Trump. Parekh said about 90% of the company's largest 200 clients are now engaged in AI-driven work, and he expects the technology to contribute meaningfully to growth over the coming years. He added that Infosys could consider acquisitions as larger AI services specialists begin to emerge, potentially strengthening its position as global demand for AI-led IT services continues to develop.

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> **Disclaimer**: This article is for reference only and does not constitute any investment advice.