Infosys shares plunge to 52-week low amid weak guidance. The IT giant's stock fell 7.2 percent following Q4FY26 results and cautious FY27 revenue guidance of just 1.5-3.5 percent, disappointing investors. While the company reported strong quarterly profits with 20.9 percent year-on-year net profit growth and 13.4 percent revenue increase, forward-looking concerns dominated market sentiment. Major brokerages including Emkay Global and Nomura have downgraded earnings estimates, citing AI-led deflation pressures and margin compression risks. The broader Nifty IT index declined 5.29 percent as discretionary spending weakness and technology sector headwinds weigh on valuations. Analysts acknowledge Infosys possesses strong AI transformation positioning, but near-term margin pressures and sluggish demand growth present significant challenges for the sector.
