Infosys shares jump 1% ahead of Q1 results today, AGCO deal extension

Shares of Infosys jumped 1% to their day’s high of Rs 1,585.35 on the BSE on Wednesday as the company gears up to release its Q1FY26 earnings later in the day. The IT major is also likely to draw attention after announcing a strategic extension of its collaboration with U.S.-based AGCO Corporation to transform IT and HR operations using Infosys Cobalt and Infosys Topaz.

The Bengaluru-headquartered firm said it is deepening its partnership with AGCO to modernize HR and IT operations through AI-driven and automation-first frameworks.

This includes deploying Infosys BPM for HR transformation and leveraging tools such as Infosys Polycloud and Infosys Topaz to streamline IT systems and drive cost efficiencies.


Generative AI will also be used in knowledge management, incident resolution, and problem analysis – aiming to strengthen AGCO’s digital infrastructure and long-term scalability.

Meanwhile, market participants await Infosys’s Q1FY26 financial results, due later today.

Brokerages expect a stable quarter, with profit growth supported by strong deal momentum and inorganic gains. Net profit is projected to rise 7–10% year-on-year, ranging between Rs 6,800 crore and Rs 7,023 crore, according to estimates from JM Financial, Nuvama, and Elara Capital.

Revenue for the quarter is forecast between Rs 40,925 crore and Rs 42,102 crore. Nomura remains the most bullish, projecting revenue of Rs 42,102 crore – a 7.1% YoY and 2.9% QoQ increase. Dollar revenue is pegged at around $4,896 million, with expected organic growth of 1.5% QoQ in constant currency terms.

While margins remain under scrutiny due to seasonality and discretionary spending trends in financial services, analysts remain optimistic about Infosys's ongoing digital transformation initiatives.

On Tuesday, Infosys shares closed nearly 1% lower at Rs 1,570.10 on BSE.

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