Since Nilekani took charge at the Infosys board, he has tasked key members of the board – Ravi Venkatesan, D N Prahlad, and senior executives – with drawing up a growth plan for the next phase of Infosys. Nilekani, who has probably reviewed the strategy during the board meeting on Monday and Tuesday, will give an indication on whether Infosys will be able to break from the single-digit growth rates that the IT services industry is currently witnessing and grow faster by tapping newer business opportunities.
It will be important to watch out for the commentary on that.
2) Revenue and margin forecast
The company is largely seen to be revising its forecast when it announces the results this afternoon.
“(The) update on strategy post Nadan Nilekani joining the company and update on CEO hiring and FY18 guidance — Expect constant currency revenue growth guidance to be cut to 6.5-7.5 per cent and EBIT (earnings before interest and taxes) margin guidance to be maintained at 23-25 per cent YoY (year-on-year),” wrote Urmil Shah, IT analyst at IDBI Securities.