Better earnings expected for Infosys this quarter

A better demand environment and lower costs are expected to aid Infosys, the country’s second largest information technology (IT) services company, to post a sequential improvement in financial performance for the July-September quarter (Q2 of 2014-15).

More than the figures, analysts and investors are focused on new chief executive officer Vishal Sikka’s comments about his strategy and vision.

Chief Operating Officer U B Pravin Rao had in an investor conference during August said internal discussion was on and a course of action might be introduced by October. Friday would be the first time when Infosys details its quarterly earnings after Sikka took charge on August 1. In view of his past role as chief technology officer of Germany-headquartered SAP, he is expected to give a big thrust on digital technologies and innovation. Additionally, amid reports of Sikka bringing in several of his former SAP colleagues on leadership roles, analysts are expecting some clarity on how new roles would be carved out for them, while ensuring no disruption among the existing staff.

Infosys Technologies Limited