Infosys Ltd is likely to report 10-15 per cent year-on-year jump (YoY) in net profit for the September quarter on a 5 per cent growth in sales. The growth would be aided by In-tech acquisition. Revenue in constant currency terms is expected to beat tier 1 peers on sequential basis.

Broker JM Financial is expecting 10bps QoQ cross-currency tailwind for Infosys in the quarter. While it estimates USD 46mn (1% of consolidated growth) contribution from intech acquisition.

A ramp-up of mega deals, volume growth, the in-tech acquisition, seasonal strength, and a continued recovery in the BFSI vertical are expected to drive the topline growth.

Infosys’ revenue is expected to grow 3.74% to ₹40,785 crore from ₹39,315 crore in the previous quarter, according to a Livemint poll.

Infosys is projected to report an 11% YoY increase in PAT for Q2, driven by mega-deal ramp-ups and strong demand in financial services. Revenue is expected to grow around 5% YoY, with new financial guidance for FY25 potentially raised to 4-5% in constant currency terms.

Analysts expect Infosys to log strong performance among its Tier-I IT peers, driven by large deal ramp-ups, integration of its subsidiary 'intech', and recovery in the banking and financial services