Infosys (INFY) Q3 2025 (USD): Revenue 5.15bln (exp. 5.23bln), Operating Margin 18.4% (exp. 21.3%). Guidance: FY26 Revenue +3% to +3.5% (prev. guided 2-3%)

Infosys reported Q3 revenue that missed expectations and significantly underperformed on operating margins, which could indicate cost pressures or slower growth.

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Indonesia could potentially approve a Nickel ore production quota of c. 260mln/MT in 2026, according to local reporting

China holds a State Council Party meeting

Infosys (INFY) Q3 2025 (USD): Revenue 5.15bln (exp. 5.23bln), Operating Margin 18.4% (exp. 21.3%). Guidance: FY26 Revenue +3% to +3.5% (prev. guided 2-3%)

European Commission President von der Leyen says funding to Ukraine for the 2026-27 period will be EUR 90bln. To be split into EUR 60bln for military and EUR 30bln for fiscal support.

Germany sells EUR 700.9mln vs exp. EUR 1bln 3.25% 2042 Bund, EUR 809mln vs exp. EUR 1bln 0.00% 2052 Bund, EUR 822mln vs exp. EUR 1bln 2.90% 2056 Bund & EUR vs exp.

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The revised guidance for FY26 shows a slightly optimistic outlook, suggesting a potential stabilization but falling short of earlier expectations. This could weigh on investor sentiment and impact related positions in tech and emerging markets.

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