Infosys cut its headcount by 8,440 in Q4FY26, bringing total employees to 3,28,594 at the end of March 2026. The move comes even as the company reported higher quarterly profits. Year-on-year, headcount is still up by 5,016 employees, but attrition has risen to 12.6%, signaling deeper workforce churn.
Friday trading saw a sharp dip in Indian indices as heavy IT selling pulled down the BSE Sensex and Nifty 50. Infosys was among the notable losers, while select stocks such as Himadri Speciality Chemical and Adani Energy Solutions rose on the back of earnings and fresh momentum, highlighting a split market mood.
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Infosys says it has completed its acquisition of Stratus, a U.S. technology solutions provider focused on property and casualty insurance. With more than 450 professionals and deep Guidewire expertise, Stratus will combine with Infosys’ Topaz AI and Cobalt cloud offerings to accelerate modernization, cloud adoption, and AI-driven improvements in underwriting, claims, fraud detection, and customer experience.
Infosys shares fell as much as 3.5% on April 24, hitting an intraday low of Rs 1,198.80, after the company reported Q4 results. The move came following a weak session overseas and, more importantly, investor reaction to guidance for FY27, which failed to meet expectations despite the quarter’s performance.
Infosys shares fell after reporting a 21% rise in profit, as its FY27 revenue growth forecast of just 1.5% to 3.5% landed below expectations. Investors were also rattled by concerns over headcount reduction and fewer new deals. While brokerages remain split between Hold and Buy calls, most have cut price targets, citing macro uncertainty and AI disruption risk.
Infosys board members are set to discuss upcoming leadership changes as CEO Salil Parekh’s current term nears completion. A two-year extension is widely expected to help manage succession planning and ensure continuity. With industry disruptions reshaping demand and technology spending, investors are watching closely to gauge stability and the direction of the company’s next chapter.
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Infosys has reiterated its zero-tolerance policy on harassment and discrimination, saying reported issues are reviewed seriously by an independent committee. The move comes as claims from Pune are examined and a parallel investigation related to the TCS case in Nashik reportedly deepens. The company is also urging employees to “speak up” to flag concerns early.
As tech firms move away from mass fresher hiring, recruitment is getting sharply skills-focused. A Times of India report says companies are offering far higher packages for niche roles in AI, data, cloud and cybersecurity, ranging from Rs 16 lakh to Rs 55 lakh. Even as entry-level intake slows, specialised hiring rewards targeted expertise.
Infosys has signed tennis sensation Carlos Alcaraz as its global brand ambassador in a multi-year deal. The partnership will use Infosys Topaz, an AI-first platform, to deliver advanced match analytics and personalized performance applications designed to help refine Alcaraz’s game. The collaboration also points to shared goals around precision, continuous improvement, and social impact initiatives.
Gold loan fintechs are moving beyond originating loans for others and increasingly building their own loan books, signaling a shift toward deeper balance-sheet control and steadier revenue. The update also arrives alongside Infosys’ Q4 profit jump, adding a positive tech-finance backdrop as ETtech Morning Dispatch spotlights what’s changing in India’s lending and IT sectors.
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The combined market valuation of five of India’s top-10 most valued firms jumped by Rs 72,284.74 crore over the past week. Tata Consultancy Services (TCS) and Infosys were the biggest gainers, driving the surge as investor sentiment improved toward leading software bellwethers. The rally highlights how a handful of large caps can noticeably swing overall market wealth.
Infosys CFO said the company plans to hire 20,000 freshers in FY27, following the release of the firm’s fourth-quarter results for FY26. The IT services company, now the second-largest in its category, reported total employee strength of 3,28,594 at the end of March, underscoring its scaling workforce alongside new recruitment.
Stocks ended a turbulent session lower as soaring crude prices and a hawkish Federal Reserve rattled risk appetite. Against this backdrop, individual movers stood out, with HDFC Bank, Adani Total Gas, and Infosys seeing notable share action. Sector-wide selling in autos and IT compounded pressure, widening the gap between gainers and losers.
Mohandas Pai says Infosys is facing a leadership vacuum, arguing that the company’s earlier CEO selection was a misstep that continues to play out now. In his view, the absence of strong direction has created uncertainty around the firm’s next phase, and he points to Nandan Nilekani as the kind of leadership needed to reset course.
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Infosys crossed the $20 billion revenue milestone in FY26 and delivered strong profit growth, but its stock fell after Q4 results. The culprit was a cautious FY27 outlook, with revenue growth guided at 1.5%–3.5% and margins at 20%–22%. Investors signaled concern over slower deal-to-revenue conversion and demand softness.
Infosys, India’s second-largest IT services firm, reported a strong 21% jump in Q4 FY26 profit alongside resilient revenue. While it continued to outperform some rivals, the company expanded its FY27 annual revenue guidance range, signaling caution. Management pointed to global economic uncertainty and shifting IT demand pressures, including the evolving influence of AI on budgets and deal cycles.
Infosys ended FY26 on a strong note, with Q4 profits rising as demand picked up from banking, energy, and communication clients. The turnaround in these key verticals helped lift performance, setting the tone for what investors will watch next. Meanwhile, other tech updates in the news cycle also kept attention on India’s broader digital marketplace.
Infosys founder NR Narayana Murthy argued that sustained national prosperity depends on prioritizing research. Citing global figures including Franklin D Roosevelt, Alan Turing and Jawaharlal Nehru, he suggested that countries investing in knowledge and innovation are better positioned for long-term growth, resilience and better outcomes for society.
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Infosys chairman Nandan Nilekani says AI adoption risks a backlash if white-collar employees see it as a direct threat. He argues companies and policymakers must urgently highlight AI’s real societal value—raising incomes and improving healthcare—to avoid a “train wreck.” With strong digital infrastructure, India can lead global AI rollout by prioritizing inclusive, accessible use cases.
Infosys plans to hire around 20,000 freshers in FY27, even as its total headcount dipped and attrition eased in the March quarter. The company says this reflects a calibrated workforce strategy—reducing employment, adjusting its talent pyramid, and building capabilities for AI-led services. Revenue grew in Q4FY26, but FY27 guidance remains cautious as client decisions slow.
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