Infosys FY 15 Results Today: Expectations Galore

It is that time of the year as the fiscal closes, the numbers come out and winners and losers are separated. Today is one such big day as Infosys’ Q4 FY 15 and full year results will be out at the end of the day. And as usual the analysts, media and the investors are keenly watching how things will pan out for Infosys as it pulls out a full year under its CEO Vishal Sikka.

As the day closes, how will Infosys stack up with the rest of the elite WITCH? (Wipro, Infosys, TCS, Cognizant and HCL Technolgies) and given that Wipro, TCS and HCL Technologies have not posted very impressive numbers, and in this backdrop Infosys numbers are most awaited.

The spotlight becomes more intense given that FY 15 was a turnaround year for the company with new CEO Sikka on the helm inking a ‘renew and new strategy’ to pump up Infosys to the next orbit of growth. While the fruits of that strategy will percolate down the line, the key elements analysts and investors would be looking at Infosys results would revolve around how Sikka has infused the’ new thinking’ attitude and how he is realigning the competencies and delivery capabilities of Infosys.

From an Infosys standpoint, some of the key challenges it need to drive home to analysts, media and investors will relate to : one, its new strategy and how it will act as a differentiator in the months ahead. Two, with weak FY 16 industry outlook, Infosys badly needs a very niche or a big-ticket acquisition. Expectations are high on this count and many are looking forward to hear what would be Infosys inorganic strategy for FY 16 and the quantum of money it will spend in here.

Lastly, plain vanilla outsourcing is a passé. Today, the old GDM models no longer hold good. Infosys clearly need to create a set of key differentiators so that it can stay ahead of the WITCH pack. But that is easier said than done. Here yet again expectations are rife on how will Infosys innovate IT organizations with new and emerging technologies and add significant value to them and better align IT with business.

So clearly, the Infosys results are not just about numbers, sequential growth and guidance. It’s also about deepening its competencies and how it’s is innovating to the new normal economy.

Interestingly, breaking away from tradition, Infosys for the first time is announcing its results today out of its Chennai facility.