-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下：WIPRO 2026财年净利润同比增长1%至1320亿印度卢比，这主要得益于IT服务业务营业利润率提升至17.2%（较上季度下降0.2个百分点），尽管按固定汇率计算，其收入下降了2%。2026财年第四季度业绩环比改善，净利润环比增长12%至350亿印度卢比，收入环比增长3%至2420亿印度卢比，反映出执行力的提升。大型交易额同比增长45%至78亿美元，主要得益于人工智能驱动的转型交易，但由于实施周期延长，收入转化仍然滞后。管理层预计2027财年第一季度IT服务收入按固定汇率计算将环比下降2%至0%，表明市场需求持续疲软。我们认为，强劲的预订增长与营收表现之间的差异反映的是转化延迟而非销售渠道疲软，这表明营收可见性正在提高。我们认为，盈利持续改善将取决于大额交易的更快转化和可自由支配支出的复苏，而人工智能的应用可能会提升利润率，但也可能降低营收强度。
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