The second-biggest software business in the nation, Infosys, said on Wednesday, January 7, that it would release its financial results for the December-ending quarter (Q3FY26) on Wednesday, January 14, at around 3:45 p.m. next week. At 4:30 p.m., the company’s executive team will hold a news conference.
Infosys Q3FY26 Results Date and Management Briefing
“On Wednesday, Indian Standard Time (IST) (5:15 a.m. ET; 2:15 a.m. PST; 10:15 a.m. London time; 6:15 p.m. Singapore/Hong Kong time), Infosys will release results for the third quarter that concluded on December 31, 2025. The business said in its regulatory filing that the executive team would participate in a news conference on January 14, 2026, at 4:30 p.m. IST.
Because the December quarter is traditionally poor owing to furloughs, analysts anticipate a bad performance from domestic tech businesses. Furloughs and cautious client spending will also have an impact on Q3.
Seasonal Weakness and Analyst Expectations
According to domestic brokerage JM Financial, transaction activity is still mostly cost-efficiency and cost-takeout driven, with little increase in discretionary expenditure, and the effect of furloughs is comparable to last year. In light of this, the brokerage believes that the demand situation has not changed much since the beginning of the quarter.
Seasonal headwinds are anticipated to impact Q3FY26 performance in its covered universe, according to Systematix Institutional Equities. Due to furloughs and fewer working days, which are consistent with past patterns, large-cap IT businesses are projected to post sequential USD sales increase in the range of 0–2%.
Brokerage Views on IT Sector Demand Trends
📊 Infosys Q3FY26 Earnings Overview
- Result Date: January 14, 2026
- Quarter: December-ending quarter (Q3FY26)
- Result Time: Around 3:45 p.m. IST
- Management Call: 4:30 p.m. IST
- Sector Trend: Seasonal weakness due to furloughs
- Market Focus: Infosys Q3 earnings, margins, guidance
📈 Infosys Demand Outlook & Margins
- Demand: Mostly cost-efficiency driven
- Discretionary Spend: Limited recovery
- Sequential Growth: 0–2% USD sales growth expected
- Margins: Supported by currency depreciation
- Deal Wins: Strong bookings pipeline
- Key Focus: Infosys Q3FY26 guidance and outlook
Motilal Oswal had a similar opinion, pointing out that in the face of uncertainties around tariffs and macroeconomic issues, customers are still hesitant to commit extra investment to significant schemes. The brokerage said, “We estimate demand to continue constant, at most mildly incremental, until Jan’26 as planning cycles reset and budgets firm up.”
Client Spending Caution Amid Macro Uncertainty
JM Financial anticipates a 20 basis-point margin improvement, helped by currency depreciation, and predicts Infosys will record 0.2% QoQ constant-currency sales growth with a minimal CC effect in Q3.
It projects that the USD 1.6 billion major contract (NHS) secured during the quarter will complement the USD 2.5 billion run-rate for bookings, indicating that deal wins will continue to be robust. The brokerage anticipates an increase of 50 basis points to 2.5–3% at the lower end of the guideline range.
Margins, Deal Wins and Growth Guidance
Additionally, according to Motilal Oswal, Infosys revenue growth is flat QoQ in constant-currency terms, with 2H being lower than 1H due to front-loaded growth, which is consistent with previous years.
Due to decreasing third-party expenses and the lack of pay increases, operating margins are expected to stay steady. It anticipates that the business would stick to its sales forecast of 2-3% YoY constant-currency growth.
