Infosys is expected to post modest Q1 growth; analysts see stable demand and potential FY26 revenue guidance upgrade.

• Q1 revenue may rise 6.3% YoY, profit up 6%; margins may dip slightly due to senior-level salary hikes.
• Kotak sees FY26 growth forecast raised to 1%-3%; demand outlook unchanged, easing near-term concerns.
• Infosys down 16% YTD; remains a “buy” in Nifty IT index despite broader sector underperformance.