Infosys, Lodha, and 3 Stocks with Strong FY27 Growth Plans to Keep on Your Radar

Synopsis: Five companies including Infosys, HCLTech, Five-Star Business Finance, Adani Ports, and others have provided FY27 guidance on revenue, growth, margins, and expansion plans, indicating steady growth visibility along with stable profitability and execution outlook. 

This highlights FY27 guidance from companies across diverse sectors, reflecting their expectations on growth, profitability, and operational performance. The outlook indicates a mix of steady expansion in some areas and moderate growth in others, supported by disciplined execution and improving demand visibility.

Overall, the guidance suggests a stable to mid-teen growth trajectory across businesses, with a focus on margin resilience, capacity expansion, and sustained business momentum over the medium term.

Infosys Ltd

Infosys is one of India’s largest IT services companies, providing digital consulting, cloud, AI, and outsourcing services to global clients. It earns most of its revenue from the US and Europe and is known for its strong balance sheet, stable client base, and conservative growth outlook.

With a market capitalisation of Rs. 4,77,630 cr, the shares of Infosys Ltd closed at Rs. 1177.70 per share, up from its previous close of Rs. 1,168.40 per share. The company has guided FY27 revenue growth of 1.5% to 3.5% year-on-year in constant currency terms, indicating a modest but stable growth outlook. It expects stronger performance in key verticals such as Financial Services and the Energy, Utilities, Resources, and Services segment, which are likely to drive incremental demand and support overall growth.

On profitability, the company has provided an operating margin guidance of 20% to 22% for FY27, reflecting continued focus on efficiency, cost discipline, and a stable margin structure despite a low single-digit revenue growth environment.

HCL Technologies Ltd

HCLTech is a major Indian IT services firm focused on engineering, R&D services, cloud transformation, and enterprise IT solutions. It has a strong presence in infrastructure services and has been steadily gaining market share through large deal wins and a diversified industry portfolio.

With a market capitalisation of Rs. 3,25,884 cr, the shares of HCL Technologies Ltd closed at Rs. 1200.90 per share, up from its previous close of Rs. 1,200.45 per share. 

The company has guided FY27 revenue growth of 1.0%–4.0% year-on-year in constant currency terms, indicating a modest and stable growth outlook. Within this, services revenue is expected to grow in the range of 1.5%–4.5% YoY in constant currency, suggesting slightly stronger momentum in the core services business compared to overall company growth.

On the profitability front, the company has guided EBIT margin to be in the range of 17.5%–18.5%, reflecting a steady margin profile supported by operational efficiency and disciplined cost management.

Five-Star Business Finance Ltd

Five-Star Business Finance is a retail-focused NBFC that provides secured loans primarily to small business owners and self-employed individuals in semi-urban and rural India. It follows a secured lending model with strong asset quality and steady AUM growth driven by expansion in underserved markets.

With a market capitalisation of Rs. 14,262 cr, the shares of Five-Star Business Finance Ltd closed at Rs.  484.20 per share, up from its previous close of Rs. 482.35 per share.

The company has guided FY27 AUM growth of around 20%, with a medium-term aspiration of 18%–20% growth over the next 2–3 years, indicating steady expansion momentum. It expects disbursements of ₹6,500–7,000 crore in FY27, supported by strong lead indicators already visible in Q1.

On profitability and asset quality, credit costs are expected to be in the range of 1.7%–1.75% in FY27, with a steady-state level of around 1.5%–1.6%. Return on assets is projected at 8.25%–8.5% for FY27, normalising to around 8%–8.25% in the steady state, reflecting stable and high-quality earnings.

From an expansion perspective, the company plans to add 60–75 new branches, focusing on key states such as Maharashtra, Rajasthan, Gujarat, Uttar Pradesh, and Chhattisgarh, which will support deeper penetration and future growth. 

Adani Ports & Special Economic Zone Ltd

Adani Ports is India’s largest private port operator, handling cargo across multiple domestic and international ports. It benefits from integrated logistics infrastructure, rising trade volumes, and expansion into warehousing and logistics services, making it a key infrastructure play.

With a market capitalisation of Rs. 3,97,663 cr, the shares of Adani Ports & Special Economic Zone Ltd closed at Rs. 1726 per share, down from its previous close of Rs. 1,742.85 per share. 

The company has guided FY27 revenue in the range of Rs. 43,000–Rs. 45,000 crore, which translates to an expected growth of around 11% to 16%. This indicates steady expansion in core operations, supported by demand visibility and ongoing capacity additions.

For profitability, EBITDA is projected between Rs. 25,000–Rs. 26,000 crore, implying a growth of 9% to 14% year-on-year. This suggests that margins are expected to remain broadly stable while still delivering healthy operating leverage.

On the investment side, the company has planned a capex outlay of Rs. 12,000–Rs. 14,000 crore, reflecting continued focus on expansion and strengthening long-term capacity.

From a balance sheet perspective, the net debt-to-EBITDA ratio is expected to stay up to 2.5x, consistent with earlier guidance, indicating a controlled leverage strategy despite ongoing capital expenditure.

Lodha Developers Ltd 

Lodha Developers is one of India’s leading real estate companies, focused on residential and commercial projects in major cities like Mumbai and Pune. It has strong brand positioning in premium housing and is expanding aggressively in affordable and mid-income housing segments.

With a market capitalisation of Rs. 90,694 cr, the shares of Lodha Developers Ltd closed at Rs. 907.85 per share, down from its previous close of Rs. 923.55 per share. 

The company has provided FY27 guidance for presales of approximately Rs. 240 billion, implying mid-to-high teens growth, supported by a healthy project pipeline and steady demand conditions. Embedded within this guidance, the company expects an EBITDA margin in the range of 32%–34%, with a single-digit contribution assumed from land sales.

The launch pipeline stands at about Rs. 218 billion in gross development value (GDV), comprising a mix of 5 new projects and 14 new phases, spread across key markets such as Pune, Bengaluru, and Mumbai. Management has indicated that approvals are largely in place or progressing through the regulatory process.

In terms of sales pattern, the company expects H1 FY27 to contribute around the low-40% range of annual sales, with the remainder expected in H2, broadly in line with historical seasonality trends. The guidance also assumes a stabilisation in external conditions, with the Middle East geopolitical situation expected to normalise by the end of Q1 FY27.

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