RaoscaffResearch
Prediction Series · Lock · Issue P-93
Prediction Series · P-93

Infosys holds the floor — FY27 guidance intact, locked at 85%.

85% probability Infosys does not cut the lower bound of its 1.5%–3.5% CC FY27 guidance at its 23 Jul 2026 Q1 results, with Q1 USD revenue ≥$4.9bn. FY26 closed at $20.16bn; the FY27 guide was set in April. Resolves 23 Jul 2026.

Type · Prediction Lock · guidance-floor binary Locked · 2026-06-24 · before the 23 Jul Q1 FY27 results Resolves · 2026-07-23 · Infosys Q1 FY27 results (infosys.com/investors) Scored · binary: FY27 CC guidance floor ≥1.5% held AND Q1 USD revenue ≥$4.9bn yes/no
Infosys Q1 FY27 · our locked call
FLOOR HELD
FY27 CC guide ≥1.5% + Q1 rev ≥$4.9bn · P = 0.85

Infosys closed FY26 with $20,158M revenue (3.1% CC growth) and guided FY27 to 1.5%–3.5% CC growth with a 20%–22% margin on 23 Apr 2026; FY26's run-rate implies ~$5.0bn quarterly. We lock that the Q1 print keeps the lower bound (≥1.5% CC) intact and Q1 USD revenue is ≥$4.9bn. Source: Infosys Q1 FY27 results, 23 Jul 2026 (infosys.com/investors).

— 1 · The Locked Call

Infosys keeps its FY27 guidance floor at Q1 — P = 0.85.

We lock a binary: at its Q1 FY27 results on 23 Jul 2026, Infosys does not cut the lower bound of its 1.5%–3.5% constant-currency FY27 revenue-growth guidance, and Q1 USD revenue is at or above $4.9bn. Confidence 85%.

— 2 · Why it's nail-able — and why only 85%

Q1 is early in the fiscal year — guidance floors rarely get cut this soon.

Infosys set its FY27 1.5%–3.5% CC guide in April and FY26's ~$5.0bn quarterly run-rate sits comfortably above a $4.9bn floor; cutting a guidance floor one quarter in is uncommon absent a demand shock. We hold 85%, not higher, because a sharp client-spending pullback or a large currency swing could force a trim of the lower bound or dip USD revenue below the floor. Resolves against the Q1 FY27 release.

Locked on 2026-06-24 — scored against Infosys's 23 Jul 2026 Q1 FY27 results.

RAOSCAFF locks P-93 on 2026-06-24, before the Q1 release. Scored on whether the FY27 CC guidance lower bound stays ≥1.5% and Q1 USD revenue is ≥$4.9bn.

Locked
2026-06-24 (commit timestamp on origin/main)
Resolves
2026-07-23 — Infosys Q1 FY27 results
Source
Infosys Q1 FY27 results / press release (infosys.com/investors)
Scored by
Binary: YES if FY27 CC guidance lower bound ≥1.5% is held AND Q1 USD revenue ≥$4.9bn; NO otherwise

Two-part lock (guidance floor + revenue floor) — both must hold for a YES.