Infosys shares were trading lower in Monday's session, with the stock declining 0.91% to ₹1,599.40 from its previous close. As of 10:30 am, the stock had touched a day's high of ₹1,612.70 and a day's low of ₹1,595.10. The IT services major, which is a constituent of the Nifty 50 index, is scheduled to announce its Q3 FY26 financial results on Wednesday, January 14.

Strong Financial Performance Track Record

Infosys has demonstrated consistent financial performance across multiple quarters and years. The company's quarterly results show steady revenue growth, with the most recent quarter in September 2025 recording revenue of ₹44,490.00 crore, up from ₹40,986.00 crore in September 2024.

The quarterly performance shows net profit growth from ₹6,516.00 crore in September 2024 to ₹7,375.00 crore in September 2025, while earnings per share increased from 15.71 to 17.76 during the same period.

Annual Growth Trajectory

The company's annual financial performance reflects sustained growth over the past five years. Revenue has consistently increased from ₹100,472.00 crore in 2021 to ₹162,990.00 crore in 2025, representing significant expansion in the company's business operations.

Net profit showed steady growth from ₹19,423.00 crore to ₹26,750.00 crore over the five-year period. The company maintains a debt-free balance sheet with a debt-to-equity ratio of 0.00 across all years. Book Value Per Share increased from 180.75 to 231.11, while Return on Equity remained strong, ranging between 25.34% and 31.95%.

Corporate Actions and Shareholder Returns

Infosys has maintained a consistent dividend policy, with recent dividend declarations including an interim dividend of ₹23.00 per share announced on October 16, 2025, and a final dividend of ₹22.00 per share declared on April 17, 2025. The company has also rewarded shareholders through bonus issues, with notable 1:1 bonus ratios declared on July 13, 2018, and April 24, 2015.

The company has also announced several regulatory compliances and corporate developments, including honors from the Infosys Science Foundation and various regulatory announcements under SEBI guidelines.

Infosys is facing a significant business challenge as one of its major clients considers switching to alternative service providers. The IT services company could potentially lose a substantial portion of its revenue from a key client relationship.

Major Client Relationship at Risk

Daimler, identified as one of Infosys's top three clients, is reportedly seeking a new supplier for software and equipment services. This development poses a considerable revenue risk for the Indian IT services giant.

Revenue Impact Assessment

The potential loss represents more than 33% of Infosys's $400 million yearly revenue associated with this client relationship. This significant exposure highlights the concentration risk that technology services companies face when dealing with major enterprise clients.

Business Implications

The situation underscores the challenges faced by IT services companies in maintaining long-term client relationships in a competitive market. Large enterprise clients regularly evaluate their vendor relationships and may seek alternative suppliers based on various business considerations including cost optimization, service quality, and strategic alignment.